How to Get Your Sales Force to Use Your CRM System

  Regarding the use of CRM, it’s not that salespeople are lazy, they just have different priorities. It is hard for a sales person to see the value in reporting what is going on with the customers every time they have contact. If you want your sales team to truly…

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Kissing CRM – Implementation Made Easy

KISSing Your CRM (Customer Relationship Management)! When implementing any new system at your company it is imperative to remember KISS. The design principle KISS states that most systems work best if they are kept simple. Simplicity should be a key goal in designing your CRM system and the processes around…

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Managing Fixed Assets: What Is A Fixed Asset?

One of the largest capital investments many companies have is their investment in their property, plant, and equipment account. So when it comes to managing your company’s fixed assets, you want to be sure you are doing it correctly. Mismanagement can prove costly. There is the risk of missed opportunities…

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SAGE 100 ERP TIPS: BALANCING INVENTORY TO THE GENERAL LEDGER

Clients sometimes call asking what to do when the Inventory Trial Balance Report or the Inventory Valuation Report does not balance to the Inventory account in General Ledger. The standard Sage 100 ERP reports are the Inventory Valuation Report, Inventory Stock Status Report, Trial Balance Report, and Detail Transaction Report…

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ERP DATA MIGRATION & CONVERSION – DATA MIGRATION TEAM

In a recent blog series, we looked at unrealistic ERP expectations for BUYERS, PROVIDERS, and PUBLISHERS respectively, in order to recognize, correct or avoid potential problems down the road. In our newest series, we take a look at ERP data migrations – one of the most challenging aspects of any…

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ERP DATA MIGRATION & CONVERSION – PLANNING FOR SUCCESS

In a recent blog series, we looked at unrealistic ERP expectations for buyers, providers, and publishers respectively, in order to recognize, correct or avoid potential problems down the road. In our newest series, we will take a look at ERP data migration – one of the most challenging aspects of…

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DSD BUSINESS SYSTEMS – HOW WE DEFINE OURSELVES

In a previous post entitled HOW DO YOU DEFINE YOURSELF?, we discussed the problem with defining yourself by the quality of someone else’s products – something that you have little or no control over. This is a common pitfall of many channel providers. But your product is not an ERP…

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