6 Steps for Your CRM Implementation
Due to constantly growing customer expectations and global competition, the pressure is on for manufacturers and distributors to enhance customer relationships. That’s why many enterprises are turning to CRM software. While there is no set formula to create the perfect CRM timeline, we have compiled six steps that will give you a helpful place to start in creating your project plan!
Optimize Customer Experiences with Salesforce CRM
Now more than ever, businesses are measuring their success based on their customers’ experience. Salesforce CRM enables businesses to transform consumer data into effective strategies for enhancing customer experience. Click below to learn more!
Salesforce vs. Microsoft Dynamics 365 CRM
CRM software selection is a critical first step in implementing a solution that dramatically improves your business; however, many businesses choose CRM solutions that lead to unclear intentions, confusion, lost time, and ill-defined goals and system criteria. Both Microsoft Dynamics 365 and Salesforce are robust CRM solutions; however, each solution has its pros and cons. In evaluating Microsoft Dynamics 365 and Salesforce, we will examine three core matchups: reporting, mobility, and affordability. Keep reading to find out which solution reigns supreme.
Customer Relationship Management in Epicor® ERP
Customer relationship management is a key feature with the latest Epicor® ERP version 10. See how this feature can support your sales and marketing efforts.
Salesforce and Epicor Integration: What’s Stopping You?
Why You Need Salesforce and Epicor Integration Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both […]
Connecting Marketing Automation With ERP To Drive Revenue
Connecting Marketing Automation With ERP How would marketing benefit from a greater connection to your end customer data? You can probably think of a couple of different use cases in which this may be beneficial. By connecting marketing automation with ERP software your business can begin exploring how these kinds of scenario’s could impact your […]
Import Salesforce Data Into Epicor
Import Salesforce Data Into Epicor Importing Salesforce data in to Epicor can prove to be extremely valuable for a number of reasons. Some of the most common questions our ERP and CRM consultants get relate to how businesses can effectively integrate the data in one system with the other. We deal primarily in Epicor ERP projects, so we’ve had […]
Why Connect Epicor With CRM?
Why Connect Epicor With CRM? If you want data to help your business deliver more efficient processes and to improve how your business uses software you should strongly consider integrating your ERP with your CRM. Your business could save hundreds of hours a week, make processes more efficient, and create a single source of the truth. We […]
Why Should I Integrate ERP and CRM?
Systems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.