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Customer relationship management (CRM) is a broad term used to describe all the ways in which an organization interacts with current and potential customers (also known as leads). An organization with CRM will design and use guidelines, principles, and practices, all for the sake of enhancing the customer experience in order to retain and grow their customer base.

An enterprise resource planning system is essential for increasing growth and efficiency in today’s marketplace. Sage is a leader in ERP packages that can help your business integrate operations, collect and use data, plus stay current, backed-up, and secure in the cloud.

The end of the year is in sight but it’s not time to slow down. The final months of a year is a great time to reflect on successes, consider areas that need improvement, and continue ongoing brainstorming for new initiatives and plans. There’s always room for growth; key areas to work on are market research, social outreach, and resource management and planning. IWI Consulting Group offers IT and Sage consulting services for enterprises who are looking to improve their efficiency and growth, plus transition from traditional practices to the digital realm. With over 100 plus years of combined expertise in various industries and with combined technological knowledge, we can help your business implement Enterprise Resource Planning and Customer Relationship Management solutions for a competitive advantage. Below are three areas that are important to not only keep an eye on but to make pillars of your company’s entire growth strategy. Include Trend-watching in Growth Marketing Your market research already includes competencies in areas like targeting your demo, testing and feedback, sales, advertising, pricing, distribution, and more. It’s important to add trend-watching to this list to help bolster the others. Before developing or launching anything new, take the time to study […]

It is time to refresh and renew your Sage CRM system? If it’s been more than a year since the implementation of your CRM system, it may be time to take a new look at your entire CRM program. Like any project, assessing goals and objectives annually in your CRM program ensures that you’re not doing the same thing repeatedly just because it’s always been done that way. It can help you pinpoint your goals and tailor CRM projects to achieve those goals. Common CRM Objectives Good CRM objectives align with your company’s core goals. CRM is a philosophy of conducting business, not just a software. Good CRM objectives infuse that philosophy throughout your organization. Most CRM systems have at their core three sales and marketing objectives: Acquisition: Quantify, monitor, and acquire new customers. Retention: Retain or keep customers. How long you keep a customer may be determined by your industry average. Satisfaction: Satisfaction can also be called loyalty. As an offshoot of retention, it’s a mark of a company that is building long-term customer relationships. Align CRM Objectives to Corporate Goals Your Sage CRM goals should be aligned to corporate goals. Most companies evaluate and update their goals annually. […]

ERP systems should include capabilities for business insights, supply chain management, and customer relationship management (CRM). Research conducted by IDG and published by Sage indicates that an investment into your company’s CRM system may yield positive impacts on your business later. More Manufacturers Investing in CRM Included in the IDG survey was a question about manufacturers’ investments into customer relationship management tools. Among those surveyed, 63 percent invested in technology to help them leverage customer relationship management to increase new sales. Did it work? Fully 76 percent of those who said they invested in their CRM saw an improvement in their business, thanks to their investment. Client Relationship Manager as Part of ERP Systems A good ERP system offers useful, real-time data for decision making. One important part of decision making is customer data provided by a CRM system. A good CRM system integrates sales and marketing dashboards with financial analysis so that the profitability of each account can be measured.  Data collected from a customer relationship management system can then be used to inform decision making. You can offer your best customers a discount knowing you’ll make up the discount in volume, or you can offer other perks to […]

Over the past month we have been discussing the benefits of using client relationship management (CRM) software to improve client relationships and streamline sales, marketing, and customer service processes. From accurate sales forecasting to providing companies with a complete sales order history, CRM software adds value to the organization in practically every area. As we discussed last week, even ERP software is strengthened by an effective client relationship management solution! Earlier this year, Sage Software released the latest version of Sage CRM, Version 7.3. This new edition features several new features and enhancements, including a new suite of business accelerators for sales, email marketing integration, and mobile options. This upgrade extends the capabilities of Sage CRM, allowing businesses to further improve their client relationships and more effectively meet sales goals. By addressing the key business challenges busy sales departments face every day, Sage has created a client relationship management system built to last. Take a look at some of the most noteworthy enhancements: Client Relationship Management with a New, Contemporary Look Sage has improved user experience by giving Sage CRM a modern facelift. New navigation options and the new UI theme make navigating the software more intuitive and easier than […]

Enterprise software, commonly referred to as enterprise resource planning or ERP software, is designed to support the operations of the business. Client relationship management (CRM) software, on the other hand, is designed to support the relationship part of the business. Where ERP software focuses on ensuring that the product gets made or the service gets delivers, CRM software focuses on maintaining a positive relationship with the client who receives the item and supporting the item’s life after it has been delivered. At first glance, ERP and CRM are nothing alike. Used for two different purposes, each system has its own set of capabilities, benefits and payoffs. When paired together, however, they complement one another and provide businesses with a comprehensive software package to sustain growth, lower costs, and improve overall efficiency. What Makes Enterprise Software Unique? Before we take a look at the benefits of using client relationship management and enterprise software together, you need to understand the strengths unique to each solution. For years, enterprise software has been the primary software platform of accounting and operations. By providing the necessary functions to support the business (such as inventory management, record keeping, data collection, etc.), ERP software is crucial to […]

Is it Time to Replace Spreadsheets with Client Relationship Management Software? Whether you want to or not, sales forecasting is a necessary part of running a business. Companies use sales forecasts to determine their position in the market, plan for future inventory and scheduling needs, and create effective strategies to meet predetermined business goals. Sales forecasts do not predict the future. They can, however, help businesses plan for the future and be better prepared to meet whatever happens along the way. Even in today’s technology-heavy world, many businesses still rely on spreadsheets for sales forecasting. While spreadsheets are a great tool for building lists, creating budgets and generating basic reports, they are not effective in the area of sales forecasting. Not only are they inefficient and cumbersome to maintain, but they are also limited in the information they provide. Businesses often unknowingly pay a high price when they use spreadsheets to create sales forecasts, for spreadsheets take a lot of time to create and maintain and are often filled with data inaccuracies. In the most extreme cases, this can even translate into lost sales and unmet revenue goals. If your company is struggling to create accurate sales forecasts or if […]

Client relationship management (CRM) systems were originally designed as a database capable of storing the most important client details and order information. Over the years, it has evolved into a capable system not only used to store important client records and information but to also manage marketing, sales and customer service processes. Companies around the world use CRM software on a daily basis to manage the day-to-day tasks involved in serving clients. From creating new and innovative marketing campaigns to measuring client engagement over a specific period of time, CRM software has many uses to the modern day business. One of CRM’s most critical functions, however, lies in its ability to support the customer service department. From its moment of origin, CRM software was designed to serve as the company’s central source for important customer details: names, addresses, phone numbers, order histories, inquiries, service requests, etc. CRM is a treasure-trove of information, holding the answer to virtually any question you could ever have about your clients. It paints the picture of each client’s history with your company, allowing you to better serve and support the client now and in the future. 4 Convincing Reasons Your Customer Service Departments Needs Client […]

Today’s world is highly connected. In a moment’s time, you can open your Internet browser, see what is happening around the world, chat with a colleague or friend, and place an order for a product or service sold in another country – all without leaving the comfort of your own desk. While globalization has certainly opened up new opportunities for businesses in terms of reaching untapped markets, it has also further complicated the balancing act known as client relationship management. In the past, businesses only had to compete with companies who sold or provided similar products and services in their community. Today, however, they are having to compete with companies all over the world, whether they be mere cities away or entire continents away. As new stores and suppliers emerge, companies are having to develop new strategies for winning new clients and retaining existing ones. While no one can deny that globalization has had a positive impact on the consumer, we must acknowledge the challenges globalization presents to modern-day businesses, particularly in the area of client retention. Client Relationship Management: The Importance of Communicating Value in Today’s Global Market In order to improve client retention, you have to change the […]