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Over the past month, we have taken a closer look at Customer Relationship Management (CRM). CRM software achieves important business objectives and offers many benefits for companies throughout Toronto and Canada, but these are only achieved when they eliminate the challenges. These challenges are based on different departments using different applications, ERP and Customer Relationship Management (CRM) software solutions that don’t integrate, and disruptions to the business cycle. Three fundamentals of integration are needed in order to maximize the capabilities of integrating Sage CRM and Sage ERP to integrate front- and back-offices within a business. To learn more about these CRM and ERP capabilities, visit here. Let’s take a look at a summary and comprehensive view of all that goes into implementing and using a CRM software solution successfully even amidst challenges to achieve business goals. CRM Integration with ERP across a Business Necessary to Combat Challenges Front-to-back-office integration can help companies to dramatically reduce administrative cost, speed up order fulfillment, and improve customer service. The problem is that without integration and with limited visibility of what is occurring in other parts of the business cycle or office, information may have to be passed back and forth instead of moving […]

Many food and beverage manufacturers are getting ready to turn up the volume of production in order to satisfy growing customer demands. However, keeping tabs on high-volume SKUs, customized packaging specifications, and direct-store versus vendor-managed inventory can quickly get confusing. Deploy Sage® ERP and you can track products, customer needs, and be prepared for safety issues with efficiency and accuracy. The food and beverage industry is already fast-paced and when you have a seasonal increase in demand or a hot new product is flying off the shelves, you need to be able to respond quickly. Manual processes, including data-entry and analysis, can create delays and lead to mistakes which can hinder your ability to respond to customer demands. You need the time-saving automation that can be found in more powerful business management solutions like Sage ERP. You can manage all of your business operations from Sage ERP including financials, supply chain and inventory, manufacturing and distribution operations, and other core business processes. You and your team can enter and access information much faster with a single, centralized solution rather than multiple, disparate specialty software programs. As a result, you can access real-time data about your activities, such as inventory or […]

In order to achieve success in integrating Customer Relationship Management (CRM) software with business processes to ensure that customer data is delivered to users of it across an entire enterprise, three fundamental elements need to be in place. To learn more about these fundamentals of integration, visit here. Now that we know the fundamentals, let’s dive in to the capabilities achieved by Sage CRM when integrated with other Sage ERP products. If a business in the Greater Toronto Area or beyond has Sage ERP products, they can quickly and cost effectively leverage their data to both front- and back-office environments. Here are the capabilities of Sage CRM’s integration with Sage ERP that is directly linked to the three fundamentals of integration: Front-to-Back Office Data Consistency From its out-of-the-box state, Sage ERP can integrate with Sage CRM. This leads to bidirectional synchronization of customer information, both financial and nonfinancial, between the Sage ERP front office and back office environments. This ensures that information is captured once at the source and then automatically shared to all relevant fields throughout the Sage ERP environments without having to wait for it to be rekeyed and revalidated. This allows updated customer data to be available […]

Raw ingredients needed for food and beverage products can change hands several times between the farm and the consumer. Reliable data and speedy communication both up and down the supply chain are paramount when protecting the consumer and traceability is also a big part of the process. Streamline traceability within the food industry by implementing a strong enterprise resource planning (ERP) solution. Product safety initiatives are important when finished products leave a facility for stores and customer shelves, especially food and beverage products. Raw ingredients and food products can pass through several facilities before heading to the store and can be contaminated at any time leading to foodborne illnesses. When consumers become ill, businesses face unpopular attention which can erode trust and lead to loss of business and lawsuits in addition to costly recall procedures and fines or other penalties tied to the contamination. The transparency needed throughout the supply chain and the speed at which you need to respond to potential problems can’t be found in paper-based systems or aging systems. You need the power in an innovative ERP solution. Today’s integrated ERP solutions offer a centralized location for all of your business data including financials, inventory and supply […]

Integrating, blending, and sharing customer information and data across departments and employees can be of fundamental importance and significance to companies wanting to make sure the business process flows with ease. The goal of front-to-back office integration is to bring disconnected business processes, applications, and data sets together. There are great benefits to achieving this objective, but there are also many challenges to achieving success in this. These challenges are based on different departments using different applications, ERP and Customer Relationship Management (CRM) software solutions that don’t integrate, and disruptions to the business cycle. To discover these challenges in more detailed information, visit here. If integration is achieved by connecting the disconnected processes, applications, and data sets within a business, this translates into effective management of customer relationships, lower costs, higher profits, and a sustainable, long term competitive advantage. Simply put, integration of CRM and other business facets is essential across offices. True integration is made up of three fundamentals. Let’s take a closer look at these elements of front-to-back office integration that are essential to saving costs and reducing potential errors for companies throughout Canada, including Toronto, and beyond. Three Fundamentals of True Integration 1. Front-to-Back Office Data Consistency […]

Customer Relationship Management (CRM) software, when it successfully integrates across a business in Toronto, Canada or beyond, brings together customer data to achieve many benefits including integration, productivity, and streamlining. To learn more about the objectives meant to be achieve by CRM and it benefits, visit here. In order to achieve the intended outcomes and benefits of CRM, a CRM system must be integrated throughout the company’s departments, other software systems, and cycles. This is the cause of many of the challenges for businesses when the integration doesn’t occur. Let’s take a closer look at these challenges: Challenge #1: Different departments, different applications It is often the case that different departments use different application types when managing the information they use about customers. In the front office, employees use CRM applications to support the activities that are customer-facing. These include sales, marketing, and customer service. In the back office, employees rely more on ERP applications that support activities that include invoicing, accounts receivable, cash flow management, and financial reporting. ERP software allows them to support transactional, reporting, and compliancy activities without them realizing the need for CRM data as well. Typically, the desire of the front office to integrate applications […]

Do you find that your Customer Relationship Management (CRM) software does not adequately connect from your front office to your back office? If so, you are certainly not alone. It is becoming more and more clear that many CRM solutions are not adequately addressing the need for front-to-back office integration throughout businesses in Canada and beyond. Without proper and effective sharing functionality of customer data, processes within the business can be filled with errors and delays that also lead to extra paperwork and unnecessary challenges. With these errors and inefficiencies comes increased transactional costs and decreased customer satisfaction rates. Over the long haul, these can be exponentially harmful to business success. If you are facing an issue with a lack of CRM software integration across the sectors of your Canadian business, there is hope. It is possible to have front-to-back office integration for companies of all shapes and sizes depending on the CRM software solution that is being used. Sage CRM, for example, allows all types of businesses to seamlessly connect their business processes, applications, and data while sharing it effectively and efficiently. This allows businesses to manage customer relationships more effectively, reduce costs, and increase profitability over the long […]

Globalization is the talk of the time and the trend that will ultimately lead to success in a world that is ever expanding in its connectivity. Over the past month, we have looked at rewards and risks of globalizing your business and how enterprise resource planning (ERP) can help. We have also looked at factors needed in such a system. Last week, we started looking at just some of the requirements of an ERP software that lead to international success. These include being a system that is multilingual, that accounts for legal requirements, that is streamlined, that turns information into knowledge, and that is integrated. To learn more about these requirements, visit here. Now, let’s dive into some more important requirements that will lead your company in the Greater Toronto Area or throughout Canada to have success on an international level by exploring what functionality is necessary for mid-sized businesses in terms of their ERP solution. Included CRM Software With the need for transparent and visible customer communication, service, and support services on a global scale, a Customer Relationship Management (CRM) software within an ERP system is essential. This CRM software can automate customer processes and the professional management of […]

Globalization or internationalization efforts are more essential for businesses than ever before. Over the past two weeks, we have taken a closer look at the rewards and risks of globalizing your business and how enterprise resource planning or ERP software helps with this. We have also looked at success factors needed in a solution designed to withstand the pressures and growth of globalizing. To learn more about these factors, visit here. Success in globalizing is very possible for our clients and others in Toronto and throughout Canada. This success stems from ERP system capabilities that allow for internationalization. Let’s take a closer look at some minimum functionality requirements needed within an ERP software solution that lead to international success. Multilingual An international ERP software solution must be multilingual meaning it can easily process multilingual data including accommodating special characters used by certain languages. This includes invoice text, item descriptions, currency information, and other information that is entered across multiple site locations. Then, this information must be able to be consolidated into country-specific parameters within one system (item names, quantities, currencies, calculations, pricelists, etc.). Accounts for Legal Requirements Commercial, contract, and copyright laws cannot be ignored. All legal requirements must be […]

Last week, we took a look at the rewards and risks associated with companies attempting to globalize. We also discussed how ERP software can respond to these and assist in building the foundation needed to be an international business that has success. You can learn more by visiting here. Now that we know that enterprise resource planning (ERP) solutions are foundational to mid-sized global business success not only for your business here in Toronto or within Canada but throughout the world, let’s take a closer look at the factors that lead to this success and can assist you in finding an ERP system that fits the bill. The selection and implementation processes associated with this must be carefully prepared and planned, and these factors can help guide you in those processes. ERP Success Factor Needed for Successful Company Globalization: Agility Global competition is tough, and a business must be able to beat out the competition in terms of reaction time and efficiency. In essence, it is all about being agile. Agility can be achieved with ERP software that keeps up with internationalization’s functional and technical demands. Flexibility and simplicity are essential in solutions that can keep up with complex application […]