You’ve chosen Sage CRM and the installation date is set. Now, how do you train your team on this powerful customer relationship management (CRM) platform? Here, we present training ideas to create an effective program that will help your team get up to speed quickly. The Who, What, and Do Method of Training This training […]

With the ever-increasing demands of modern business, the need for seamless collaboration between sales and finance teams has become crucial. Customer Relationship Management (CRM) and Accounting Software play a pivotal role in enabling this collaboration, ensuring that both departments are aligned towards common goals. Here’s a look at the various aspects of CRM and Accounting […]

The technological age has brought businesses a wealth of information. Yet, if this information is not managed correctly, you will miss out on better opportunities to serve your clients. A mistake in your data management practices will open the door for your competitors.  Why CRM ERP Integration? Fortunately, there are ways to prevent this from […]

Your financial management systems can help you overcome the economic challenges this year has brought to all businesses. The year started out shaky but looked promising, and now with the current COVID-19 crisis and entire countries shutting down, all businesses will experience some impact, good or bad, from the situation. Saving time and money has […]

Integrating ERP and CRM software can seem daunting. What if something goes wrong? Many people find their staff balks at the idea of an integrated system. They prefer the older, separate systems. The old system is comfortable, like a pair of well-broken in jeans. Why bother with integration? Your company will derive many benefits from […]

Sage 100, Sage 300, and Acumatica ERP Warehouse Management Tools Can Help You Avoid Cutting Deeply into Margins Warehousing and distribution companies often face a dilemma. If there are too many items in the warehouse, they are often tempted to run sales or specials to move older stock out and make room for the new. […]

Customer relationship management (CRM) has evolved from basic contact management to a full-functioning contact and marketing strategy. Businesses use CRM software to improve their customer satisfaction, streamline marketing initiatives, and measure their marketing success. The benefits of CRM are many; however, many companies have been led to believe that CRM software is the sole reason […]

Your customers are the most important aspect to your business – without them, there is virtually no point in doing business. Effectively managing your relationships with your customers, therefore, should be one of your top priorities. You can’t expect your customers to stay loyal to your company without putting forth any effort; in order to […]

Customer relationship management (CRM) software has been around for a while now, and many companies are relying on its insight to improve their customer experiences. We all know that CRM software can help companies leverage crucial data to better understand their customer, but is it really necessary for today’s businesses? Experts are saying yes. The […]

Are your customers loyal to your company? Will they still be buying your products and services five or ten years from now? While we all wish our customers would stick with us through the long haul, the truth is that today’s customers are flighty, more demanding, and willing to leave your company for a better […]