Tag Archives: CRM

Uncertain answers hurt your business

If you are still operating with spreadsheets and paper, you probably can’t answer (with any degree of certainty) many of the questions your customers ask. “Has the item been shipped?”  “What time will the service rep arrive?”, “Have you received my returned item yet?” Customers expect answers on the first call Whether you serve consumers […]

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The ERP Implementation Infographic

For most small and midsize business managers, the thought of implementing an ERP system is overwhelming. It’s much easier to make do with the systems that you have. Until the day that you find you are far behind your competitors and losing customers. While there is no doubt that an ERP implementation is a big […]

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A fresh approach to technology

As the business owner or CFO you work closely with your IT team or MSP to evaluate the latest technology to improve the business. Balancing costs with the promised productivity gains of new business management software – like ERP or CRM – is a challenge. It’s tempting to believe vendors who promise better customer insight […]

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Workarounds: symptoms of a failing ERP

A key indicator of the need for your business to implement or upgrade an ERP system is the number of workarounds that your employees are using to get their jobs done. Workarounds are those activities that your employees manage outside of the accounting system, ERP or CRM. Employees use workarounds either because the system is […]

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ERP Revealed: Terms You Need to Know

Every industry has their jargon. Acronyms can be confusing, and common terms can take on entirely different meanings when you venture outside your field. When it comes to evaluating ERP or CRM software, you’ll be well equipped with the following primer. Start with the basics ERP. Enterprise Resource Planning is a software system that manages […]

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Connect Silos of Information

Customers have high expectations and they’re getting higher all the time. They expect quick responses and accurate answers. Whether chatting online, sending an email, or calling you on your phone, customers don’t expect to wait, or to get passed on to someone else. It’s not easy to meet those expectations if your employees have to […]

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Make Microsoft Dynamics More Efficient

There are many aspects of business that managers and owners would like to control and improve. One of the most common is Customer Relationship Management, or CRM. This has become so important that companies like Microsoft have developed software to help managers with CRM. Do you use Microsoft Dynamics CRM in your business? Last year, […]

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Useful Tips for Microsoft Dynamics CRM

Customer Relationship Management, also known as CRM, is big business. If Customer Relations are managed poorly you will not survive as a business, and to prevent this from happening many companies have been using software like Microsoft Dynamics CRM. Does your organization use Dynamics CRM? Last year, Microsoft released the online version of its popular […]

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How to Make MS Dynamics More Efficient

Every business’s clients/customers are its key to survival. As such, businesses have been focusing on Customer Relationship Management to ensure they keep up to date with all their customers. To do this, they have been using programs like Microsoft Dynamics CRM – is your business using Dynamics CRM? Last year, Microsoft released the online version […]

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Getting Started with CRM

In today’s tough economic environment, converting your most promising prospects into customers and your current customers into loyal patrons is more important than ever. Whether your business is big or small, you need your marketing, sales, and customer service efforts to work together in sync-and this can only truly be done with a Customer Relationship […]

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