Toll-Free: 1-866-916-3851 | Email:

CRM (customer relationship management or client relationship management) leverages data to manage customer interactions and communications. If the data isn’t managed properly, updated regularly, or kept clean, it can create problems instead of solutions. Although CRM is both an approach to managing client relationships as well as a broader term for the software to manage it, it is really about communications. At its heart, however, is data—a lot of data. Managing that data is the key to getting the most from your client relationship management. Three Common Client Relationship Management Problems (and Solutions) Problem: Customer records lack important data. Customer records are incomplete. They lack essential data which is necessary for ongoing communications efforts. Fields are missing and you cannot continue your CRM programs without the missing information. Solution: Check with your customer service, sales, and marketing staff to make sure they are asking for all the data when they are in contact with customers. Integrate other systems in your company with your CRM system so purchasing information, orders, and invoices are also brought into the system to complete each customer profile. Make sure your CRM system is set up correctly, so it is capturing all the available information. Problem: […]

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 […]

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 […]

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 […]

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 […]