Questions? Call us now at +1-888-344-2652
Every business has to gain news customers and build good relationships with their clients. Technology has changed the way businesses interact with their customers. In todays market conditions, companies are forced to buy sophisticated systems to compete with the other businesses.. CRM systems have been known by different businesses for quite some time. Small to medium size businesses are in need for a CRM system. Why is a CRM system so important these days?
The ways customers contact with companies have changed. In the past they contacted you by mail, phone. Nowadays companies offer different options to their customers such as email, live chat and ecommerce as well as storing call recordings and tracking website data. For Small to medium size businesses it is important to manage this information intelligently so you can provide the best possible service.
Data insights allow companies analyze client’s information at a higher level that was impossible decades ago. You can collect information on customer purchasing patterns; segment your customers so that you can predict future behavior of your customers. This way your marketing and sales department can promote your products in a more efficient way that wouldn’t be possible before. With data insights and CRM analytics your business will be ahead of your competition.
CRM software systems have traditionally been expensive, and some SMBs have been unable to pay the expense of purchasing and administering a new system. Software as a Service and cloud based systems can help companies get around these initial costs. SaaS means lower installation and support costs, while distributed cloud systems give you access to speedy servers.
Social media tools such as twitter, LinkedIn, Facebook are increasingly becoming part of your customers’ life. Your marketing employees will try to build relationships with customers via social media. Social media is integral part of your customer lives. Therefore your business has to adjust to the new way of communicating with clients. Modern Customer Relations System solutions offer integration with popular platforms, so you can build a truly unified experience.
Client communication systems have not stopped evolving. Systems such as Hosted PBX make it easy for people to contact a representative directly from your website via Voice over Internet Protocol (VoIP) or web chat. These advances will, affect customer expectations especially if your competitors are offering these kinds of services and your business don’t. Your company will be perceived as old fashion. In the long term, everyone will expect to reach a business via the web, and any business that fails to provide such services will fall behind. A robust Customer Service Systems is vital for providing this kind of service.
A CRM system is a must to have system for SMBs. Your customers are vital source of your business therefore gaining customers, reaching them out with right communication tools, developing that relationship to a next level will determine your success.
For more information please contact us.
Many businesses strive for efficiency in their operations.
They would like to get more for every dollar invested in the business. But often,
the organization’s most important department is ignored during the process of implementing
systems and improving efficiencies across the business - even experienced executives
and top managers tend to forget about the most important capital they have in
their organization: human capital.
Why should you consider automation of business practices in
your human resource department? The
answer is that your people are the most valuable assets in your company. Your business
survives and stays competitive by recruiting and keeping the best employees in
the market place.
It is the job of your HR department to help achieve the
company’s goals. As an executive and top manager, how can you help them to be
successful? Many HR departments are buried with redundant tasks and trying to
finish those duties by handling paper work. Over 50% of human resources
department’s time is spent answering employees’ inquires, paper work,
processing employee information such as benefits administration, time and
attendance, absence management etc. An
automated Human Resources Management all in one system is a dream of any HR
With HRMS and HR software for People Management, your
department can focus on strategic tasks, attract skilled workforce and retain
them. HRMS software provides better
analytics for decision making processes. HR software integrates payroll,
benefit administration, applicant tracking, and employee self-service. All
in-one integrated software provides the most efficiency. You can have and keep
control in payroll, gain access to current and historical payroll information
of employees. You can stay up to date with changing tax laws. With employee
self- service, your employees can gain access to personal information, update
contact information and request time off to your HR department. Your benefits
administration team can automatically calculate insurance premiums, determine
employee and dependent eligibility, and generate automatic reports and transfer
employee enrollment information to the insurance carriers by HRMS messenger.
With the right HRMS system your organization can hire and
retain the most talented employees, make more analytical decisions, reduce the
time spent on paper work and redundant administrative tasks and make the best
use of your HR team.
For our products and services please contact us.
Customer Relations Management systems have become the standard for managing customer data and communications in many organizations. Most sales professionals used one. Every business leader who is aware of customer loyalty and satisfaction thought about how a CRM system could change and contribute to their businesses. For many executives, it's clear that CRM systems bring value to their organizations, and they actively measure that value.
Measuring of the organizational value of CRM is a good way to find out about ROI of the software purchased but it may not give the full picture of the value the system brings to your organization. It is also important that your organization will evaluate the personal value of your Customer Relations Management system. That means thinking about what value it brings to those employees who use it and what that means for your business's sales or customer satisfaction figures.
Measuring how CRM systems bring personal value instead of focusing solely on organizational value is a great exercise whether you are looking at a new system or have used the same one for many years. The system you use has an effect on your revenue but it also impacts the daily operations of your business and work life of each employee who must use your CRM system.
If your Customer Relations Management system is not bringing value to your employees, you may not be getting everything you could from your best employees. Even they may leave your company because they get frustrated with your system.
A CRM system brings lots of different value to your organization and to the individual employees. The first and the most important value is the ease of use and CRM system being user friendly.
Some of the questions below will help to evaluate the value of CRM:
• Does it require more than a day of training?
• Does it integrate with other systems that your organization uses?
• Does it work like other consumer interfaces with which users are familiar?
CRM systems are built with the best user friendly experience and entering information into CRM is very easy.
Consider it a big red flag if your employees say it takes more than a to learn your CRM system. It is frustrating for those employees, and it can lead to serious slowdowns for your business too. Any CRM or a software package won’t bring a personal value if it is not designed with ease of use for employees. If it isn't designed with ease of use in mind, shift your thinking so that you view CRM as a tool to drive sales team success instead of a tool to drive sales.
In your business, the perceived value of a CRM is tied to increases in sales, customer satisfaction. While usability is important, gauging the personal value of a Customer Relations Management system is about looking at the cold-and-hard numbers too. The best way to measure the metrics for CRM satisfaction when evaluating personal value are:
• The average value increase per client
• Customer satisfaction ratings
• Sales increases after implementing CRM
• New customer sales as a percentage of all total sales
If a majority of users see positive increases in these areas and if your organization has seen a positive increase in customer satisfaction or sales you've found a CRM that brings a great balance of personal and organizational value.
In a world where Customer Relations Management systems are important part of the business landscape, knowing whether your system brings personal value is important. Knowing how you’re your CRM solution is serving your employees is easy when you ask the right questions. It pays to take your time and talk about CRM system's personal value proposition.
For more information please contact us.
CRM and big data are integral part of marketing. By collecting data from server logs, social media, businesses can generate more leads, retain existing clients and improve their customer service processes. Big data enhances the features and functionalities of CRM systems by providing timely accurate information.
Big data is collected from social media platforms, sensor networks, web clickstreams, mobile apps and computer logs, providing insights into the feelings and thoughts of consumers. Companies sometimes have difficulty with the volume of information that big data provides. Once businesses figured out basics, the relationship between CRM solutions and big data should be a valuable.
One advantage of collecting big data is customer segmenting. Big data segments clients according to their interests, and purchasing habits, leading to powerful marketing data. With customer segmenting, companies can identify customer trends and use this information to promote campaigns. Big data makes it easier for marketers to predict the needs of the customers, and boost sales. Data insights provide companies to create a predictive modeling in marketing. Companies predict customer actions based on past behavior -- by finding patterns and sales opportunities.
IT professionals will likely have to grapple with a complex CRM system that incorporates data from a number of sources before big-data technology can provide valuable analysis. But once everything is up and running, big data can make CRM processes more efficient, especially when all information is accessible from one system. Sales teams can target prospects and generate leads in a quicker time frame while customer service staff has more information at their fingertips when engaging with customers. Company representatives will have access to more data -- like previous interactions and demographic information -- when a customer makes contact by phone, enabling representatives to deliver world-class service.
Big-data technology is so useful because it provides companies with accurate performance metrics that can benefit their brands. Marketing campaigns become easier to manage, and companies can make better decisions as a result. Marketers can identify which parts of their campaigns are working -- and which are not -- based on a wider pool of data, allowing them to calculate the return on their investments.
One of the selling points of big-data technology is the ability to integrate social media data with Customer Relations Management systems, giving marketers an insight into how their brand is perceived on Facebook, Twitter and the like. Companies can use this data to ascertain customer sentiment and make changes to their customer service or marketing processes in light of negative feedback. Fusing social media data with a CRM system can be a powerful weapon for any brand that wants to retain customers because companies can collect data from social platforms for more effective marketing.
Big-data technology comes with far-reaching benefits for companies of all sizes. Not only will brands have access to more data than ever before, but they will also be able to communicate with their customers more effectively, monitor marketing campaigns better and generate more leads. The amount of data provided -- whether it's from computer logs, software or mobile apps -- can be overwhelming to begin with. But once IT professionals have fine-tuned CRM processes, organizations can revolutionize the way they market their brands and communicate with customers.
There are several important points which are critical in a successful Enterprise Resource Planning implementation. Before you implement your ERP solution, if you understand these critical factors, you are well on your way to getting ERP right.
The first step to successful implementation is continuing support from top management. If you don't have that then your chances of succeeding in your project is markedly diminished.
In order to get the support you need from executives, you need to actively search for it. Having a strong presentation outlining the need for Enterprise Resource Planning and the specific benefits it will bring is a starting point. It also means keeping support throughout the life of the implementation.
This isn't easy, but it is perhaps your most important part of the job of implementing an ERP project.
The other major step to an efficient Enterprise Resource Planning implementation is a clear understanding of your organizational goals and business’ plans. This can be accomplished with a SWOT analysis of your business that outlines your organization’s Strength, Weaknesses, Opportunities, and Threats.
In an ERP implementation, it is vital to have a clear vision of organizational goals and a completion date and success measurement so you'll know when you've achieved them. Without precise, clear goals your business’s success will be left struggling as you try to implement an Enterprise Resource Planning system.
This is particularly important on complex projects like ERP because there are so many choices and so many ways to get led astray on the project.
Not only do you need to have clear goals, but everyone has to agree on them. Otherwise you'll be pulled several ways at once.
At the beginning of the project, things have to be figured out and outline the start of the project. Listing is a good way of outlining the important points of the project. Once you have that list your project team should keep it to your entire project.
After figuring out clear and precise goals, it is time to consider resources, including the time it will take to finish the project. It's vital that your estimates be close to actual time and resource needs. An unrealistic schedule will disrupt even the best planned system.
When figuring out the project time, it is wise to include allowances for unforeseen circumstances. Unplanned circumstances will be inevitably arriving and you must be prepared to handle them.
There are many Enterprise Resource Planning software partners out there offering many different hundreds of systems, but you need to choose a system that is right for your business. This requires a careful, thorough selection process to make sure you choose the right vendor with the right product. When choosing the right vendor consider the experience of the team in implementation projects and integration.
Remember that ERP is a highly specialized area and nearly every product is aimed at a specific kind of business of a specific size. The first consideration is the software’s feature set and how well these features will meet the specific needs of your business.
User interface and ease of use features are important for your employees. Enterprise Resource Planning system is a complex program and you want to make it as easy for your staff as possible.
The size of your business is next step to consider. It should be determined if the product is for small businesses, medium businesses or enterprises? The size of the software should match the size of your company. You don't want to get something that is designed for a much larger or a much smaller company.
For the ERP implementation you need an experienced consultant. There are a lot of business / technology consultants out there with different experiences, capabilities and hourly prices. It's wise to choose someone with an experience with product customization, integration, and business background who can really help you. Most importantly, that means someone with experience with the ERP software you have chosen in companies like yours.
It's important to check references when considering a consultant. It is wise to call references provided by your consultant where he has implemented Enterprise Resource Planning software. Also because the consultant will be working so closely with you, the intangible element of “fit” is important. Is this person or team someone you can work with?
An ERP implementation is a big project with a lot of important moving parts. It's important to plan carefully and think through your decisions when setting out on an ERP plan.
A major upgrade on your Enterprise Resource Planning system isn't quite as big project as implementing a new system, but it could have a disruptive impact at your organization if it is not done right.
Just like a new implementation, a major upgrade can produce chaos in your company, schedule disruptions, cost overruns through your entire enterprise. It's important to plan carefully and manage upgrades tightly.
The process of a successful Enterprise Resource Planning upgrade starts with communication. You need to make sure that everyone understands just what you're going to be doing and how it is going to affect them.
Informing the benefits that you will gain from the upgrade and keep everyone from top management to line workers fully informed about the upgrade and its progress.
The project management team should be knowledgeable enough through the process. You will also need to choose an experienced project manager to see the upgrade through. To get someone with the qualifications and experience you need you may have to bring in a third party.
That isn't necessarily a bad thing, but you need to bring the manager(s) in early to get the project on track right from the beginning.
Selecting a project manager who is compatible with your corporate culture is important. Make sure you get someone you can work with comfortably and who will cause the least disruption in your process.
Load testing is an important part of any upgrade. Most Enterprise Resource Planning software comes pre-set to handle a given user load. However your load may be different and need different tuning for best results.
The target load is important for a good performance and therefore it is important to have it right.
If you use the ERP system without testing, you may be faced with coming back and spending the time, effort and resources to re-tune your system.
The best way to test the load on your company’s Enterprise Resource Planning system is with a combination of load-testing software, real users, and scripts. Just testing with scripts won't show you the effects of user mistakes and just testing with real users won't account for things like batch jobs and electronic data interchange.
Testing with one or the other is better than nothing but it won't show you the whole picture.
Training is another important aspect of a major upgrade. You're going to have to bring your people up to speed on the new system before it goes live.
This is likely to be as big a job as training everyone on the original system. This is to say, it is a major project. It's important that your employees be well trained before your new upgraded system goes live.
As with the original training, this will require a mix of hands-on and classroom instruction backed by appropriate written material such as manuals, cheat sheets, etc. Make sure you prepare your people thoroughly for interacting with the new system.
Security considerations will be considered in installing your upgrade. Prepare a comprehensive security plan that can protect you from the wide range of malware, viruses, and other attacks that a business faces in the modern world.
This will probably be significantly different from the measures you have in place now, especially if your current system is several years old. That is a pain but it’s better than having your system hacked.
Don't forget to archive. Ideally you want everything archived before you go live with the new system. This will save you time and money and make the conversion go faster.
A major upgrade is a lot of work and a good deal of money, but the benefit of having a more modern, better performing system should be worth it.
For more information please contact us.
Warehouse management is aimed at centralizing tasks such as tracking inventory levels, and stock locations. That's why it's important to integrate warehouse management functions into your Enterprise Resource Planning system.
In the past warehousing has been managed separately from Enterprise Resource Planning and communications between the two systems has been loose at best. With today's competitive market demands, companies are forced to operate with higher efficiency. Therefore more companies are looking to integrate warehouse management with ERP.
There are many benefits to such integration. They include increased order fulfillment speed and accuracy, eliminating shipping and handling errors, optimized movement of inventory, decreasing cost of under-utilized inventory, improved visibility and traceability, raw materials and finished goods, and reducing dead head time in the warehouse.
All this means increased efficiency and faster, less costly warehouse functions.
Integration of warehouse management tightly with Enterprise Resource Planning, companies can make better use of mobile devices in the hands of warehouse workers. Your employees can execute transactions and track activity more easily and the information can flow automatically to the ERP database.
Warehouse management with the integration of ERP provides solutions to numerous problems in the warehouse. Inventory counts are properly updated in the company's Enterprise Resource Planning system on a timely basis.
The integration also tracks the items on hand, but it enables your organization to show the location of them. This provides an effective remedy for the problem of having inventory lost in the warehouse or other location.
Your warehouse employees can keep track of shelf life management, including expiration, and to automatically identify non-conforming inventory.
Because of tighter tracking of inventory, storage locations can be arranged so the fast moving products are more easily accessible.
Verification of orders is an important function of warehouse management. You need redundant checks to make sure the entire order is picked, everything is staged, and everything gets on the truck.
The verification function should extend back to the original order, not just to the documentation sent to the warehouse. Enterprise Resource Planning with warehouse integration makes this straightforward. The order can be tracked from the sales person who originated the order to the loading dock to make sure the right products get on the truck.
ERP and warehouse management integration can be done either by using the warehouse management module in your ERP system or by adding a separate warehouse management system that can be integrated tightly with your ERP system. In choosing the method it's important to consider the functions you want the combined system to perform and how closely tied you want the system to be.
Inventory management is further complicated by the fact that items in inventory are usually identified by several different numbering systems, lot numbers, serial numbers and warehouse numbers. To maintain inventory efficiently it is necessary to track all those numbers and perhaps several others besides. Ideally all those numbering systems can be tracked by to the master ERP database.
To do all this effectively, warehouse management systems need to be carefully designed. Since each business is different there will be important differences in your warehouse management system and Enterprise Resource Planning system. It is important to identify those differences and design them into your inventory control system.
CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.
We are experts at what we do.
Contact us today for more information.
CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.
Goudy Bookletter 1911