Tag: Planning

Tackling the Year: A Jumpstart to Taking Control of Your Leads

The holiday season has come and gone, and with that many people have hit the ground running to start off the New Year. Phones are buzzing, emails are out of control, and vacations have come to a close. It’s also that time of the year where everyone has made their New Year’s Resolution, both at work and in their personal life. Not to mention, if you work in a calendar year rather than a fiscal year, your sales and marketing goals have been set and you are ready to hit them.

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Financial Forecasting, Planning, and Adjusting– Is it Really Necessary?

Forecasting, budgeting, business planning; what is the big deal?  It is an important topic and at our User Conference, we had sessions and speakers talking about this. In the past, some mid-sized and most small companies have managed to grow and be profitable without formal planning and strategic visions.  For some executives, budgeting and planning seems like a lot of wasted effort to creating fictional numbers that are a guess today and completely irrelevant in six months!  

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5 Compelling Reasons to Switch ERP Systems

Because your organization’s ERP system is a powerful tool for increasing value and growing profits, it is vital to periodically look at whether it measures up to what you expect. Answering the following questions is a useful way to begin. 

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