We are not talking about the obvious such as how much of your budget to spend or about technical considerations, we are talking about what questions to ask and what decisions to make before searching for the Customer Relationship Management system that best suits your organization.
Upgrading an accounting system can be a daunting task for some. I often here from clients that they feel as though they have just implemented a system and now there is a new version to upgrade to. Unfortunately, this is sometimes the case. Dynamics, for instance, now does 6 month cycle releases for their new versions. Meaning there will be a GP2015, GP2015 R2 and then GP2016. So what is the point in trying to keep up? Is there really that much value in upgrading?
Here are three pertinent reasons your business needs and can benefit from having a CRM.
1. YOU NEED METRICS
How many successful projects have you had in the past week, month or even year? What is your conversion ratio and what are the best methods to make sure you are reaching your customers? Knowing your business metrics is critical to your business growth and success. A CRM will give you instant metrics of dozens of aspects of your business plus it allows you to create custom reports to better track metrics to your specific needs. Once you have those reports at your fingertips, you will never look back. Just think. No more time wasted on excel spreadsheets!
One of the most critical decisions a growing company can make is the introduction of new technology into its business. There are so many things to think about when considering an ERP implementation that it can sometimes be overwhelming. Over my many years of seeing successes and (unfortunately) a few failures of ERP implementations, I have an approach that leads to a more successful outcome.
In my last blog, I discussed how to get the most out of your ERP system. The key elements presented were: have a maintenance plan; train, re-train, cross-train your users; understand your business Model; take advantage of what the ERP system has to offer; and develop a strong partnership with your Business Partner. In this blog, I wanted to dig a little deeper into the relationship with your Microsoft Business Partner and how your organization may benefit from this relationship. Your Microsoft Business Partner can be key to the future success of your ERP system.
Acumatica is one of the new solutions in the game and the fastest growing Cloud ERP in the world. They were incorporated in 2008 and started by ex-Microsoft Dynamics executives. The goal being to improve on all that is wrong with MSFT systems. MSFT accounting is good for what it is, but it has a hard time doing what people need to do with computing today. The point of this is not to bash MSFT, but point out where Acumatica is: years ahead in technology; just like your Mac Book is to the IBM 650.