Tag Archive: CRM System

How To Know If Your Old Business System Is Just Fine

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We cannot tell you how many clients call thinking they need a new system to support their business when they simply don’t! Certainly, there is a time to upgrade to a new business system, when you’ve outgrown your old one (for example: QuickBooks with add-ons like Fishbowl), or your old system is highly customized and unsustainable, or when you are in the midst of a merger or acquisition. However, before jumping to the conclusion that your system must be upgraded, think twice. Any ERP transformation project will be expensive (more than you think!) and resource intensive. With that said, it…
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Obsession with Your Customer

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One of our clients has a healthy obsession for the customer! It might drive some of his employees a little mad but it is effective. Adopting a bit of healthy obsession for your customers can go a long way! In this case, our client was particular with every customer-facing document, interaction, piece of information and the like. This owner would keep track of who ordered what throughout each day, kept a pulse on what was going on vs. prior years, like years and would ask his employees who interacted with customers for customer feedback and the pulse of customers multiple…
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