Tag Archive: CRM

Do You Know What Is Important in Selecting the Right System?

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ERP systems often fail to live up to their promise — even in the best of circumstances. It is a tough environment — software suppliers are consolidating, the smaller ones can disappear or get gobbled up in a moment’s notice, good resources are hard to find, and the list goes on. Yet there is no choice but to proactively address this topic to have a scalable business and to meet customer expectations as you get to a certain size and complexity. Thus, it is worth-while thinking about whether you are prepared:  Do you fully understand your business requirements and specifically…
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Forget Data Cleanup and Find a Measure to Start NOW!

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If you have the systems to measure your ideal metric, go for it but don’t let it become an excuse! Find one that will measure progress and start immediately! For example, in one of our clients, not only were the run rates incorrect but they were wildly different for similar items which would make planning an utter nightmare! However, there are still ways to measure progress and plan. Find a metric that won’t change and stick to it. In this case, we used earned standard hours, and we are able to measure improvements in the metric. Of course, as data…
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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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Unscrambling a Challenged System Implementation

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From time to time, we receive a call from a client dealing with a challenged ERP implementation. Unfortunately, “challenged” is a nice word for most of these! Of course, by the time the client calls, they have spent a lot of money and are frustrated which isn’t a great starting point because unscrambling the situation is never an easy endeavor — assuming you want to provide service and make money. Unscrambling these scenarios requires a unique combination of skills: System thinking – as odd as it sounds, there is NOT a need for experience in the specific system. Certainly, it…
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