Implementation Tips

  • Understanding and diagramming internal needs ahead of ERP implementation

    By Ken Jacobsen on December 30, 2014

    Implementing enterprise resource planning software requires the business that wants the system and their ERP partner to engage in frequent communication about issues ranging from employee training to module selection for adding specific functionality.

  • Planning for ongoing ERP training and knowledge management

    By Ken Jacobsen on December 11, 2014

    The major training efforts associated with a new enterprise resource planning system implementation will take place as the new platform is becoming active as a matter of course.

  • Getting the most out of a new CRM system

    By Ken Jacobsen on December 8, 2014

    There’s no doubt that a good CRM system will help businesses maintain and improve relationships with customers, streamline operations and improve connections between sales and marketing teams.

  • Aligning resources for a great CRM implementation

    By Ken Jacobsen on November 17, 2014

    Customer relationship management software can help businesses make their sales and marketing processes more effective as well as collect more relevant operational data and provide visibility into that information.

  • 5 best practices for effective CRM use

    By Ken Jacobsen on October 23, 2014

    The reason for adding customer relationship management software is simple: to better manage and interact with customers.

  • Checklist: 3 steps to get ready for CRM selection

    By Ken Jacobsen on October 21, 2014

    Customer relationship management software can help businesses solve a wide variety of problems and create more efficiencies in many different areas of operation.