Sorry to break it to you, but there isn’t really a “for sure” way to come to this decision. Unfortunately it takes a lot of time, research, and analysis of your business processes to approach an answer that fits your needs. And even then, it can vary. But don’t let this news discourage you. If you stick to a few important tips along the way, you should be in good hands:

• The software vendor relationship is important: The relationship with your software vendor should be strong and you should have a high level of trust developed before moving ahead with a big CRM implementation project.

• There are no stupid questions: In software implementations, you should know what’s going on. Although your software vendor is there to take care of the process, you still need to make sure things are headed in the right direction. So if you don’t understand a process or an additional charge, ASK!

• Get everyone involved: A CRM solution is meant to connect your business. Ideally, you want everyone to use the solution and use it right so you can achieve a return on your investment. Get them involved in the implementation project by asking them a few basic questions. Write down their wish lists and specific requirements or even gauge how comfortable they are with technology. All this information can increase the chances of success for your CRM implementation.

If you’re wondering where to begin in developing a relationship with a software vendor, sign up for our newsletter and stay in touch with our CRM experts.

By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida

If you are going to make the decision to implement ERP software, then you want to make sure you’re your employees are on board with that decision.  User adoption of your ERP software can improve collaboration, generate actionable data through analytic capabilities, and create operational efficiencies across your entire enterprise.

Powerful ERP software such as Microsoft Dynamics® GP is easy to use and implement quickly.  Since it resembles other commonly used Microsoft software, employees will be comfortable with the features and functions with minimal training.  Microsoft Dynamics GP will also simplify many daily processes, reduce manual data entry, and reduce the chance for human error.  This will all add up to a time savings and improvement in productivity for each user.  Providing a single software solution that is easy to use will make it easier for employees to leave spreadsheets, disparate software, and ledger books behind.

Microsoft Dynamics GP centralizes critical business data into a single location allowing employees to share data easier than ever before.  Employees can customize their work screens so that they have the features they need to use daily.  Nearly unlimited built-in and customizable reports will allow employees to generate and print or email any number of reports.  They will spend less time searching, reporting, analyzing, and emailing information back and forth across the office.

ERP software can streamline and simply many daily tasks and operations, helping a business work more efficiently, productively, and with greater profitability – so long as the employees are using the software to its fullest capacity.  Software as easy to use as Microsoft Dynamics GP will encourage rapid adoption of the software, helping you reach your business goals.

By Alexandra Gonzalez with PANGEA Business Solutions, Florida Microsoft Dynamics Partner