Edgewater Fullscope Blog

What Support and Optimization Services Should Look Like After Your ERP Becomes Operational

Mar 12, 2018 7:00 AM

Having continued, dedicated,functional and technical support after an ERP deployment can mean the difference between long term success of the implementation and poor adoption of the system. Poor adoption after an ERP implementation can be a major downfall that leads to lack of ROI and unmet business objectives. Yes, having a good system in place is one thing but ongoing support from your implementation partner is what makes the difference in the long run.

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3 Options for Equipment Dealers to Maintain Consistency in Their CRM and ERP Data

Feb 23, 2018 7:00 AM

Accurate data management is a fundamental process for equipment dealers, especially between multiple systems. There are different types of methods that can be applied when managing records in Dynamics 365, specifically when it comes to ERP and CRM integration. Logging information, whether it be through your ERP system or CRM, requires careful tracking in order to maintain accurate and organized records during the constant flow of information between the two systems.  The process can be manually driven to ensure a person is reviewing each change to fully automated. 

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Solving the 3 Biggest Concerns of CPG Organizations

Feb 21, 2018 7:00 AM

According to the Deloitte Consumer Products Industry Outlook, 2018 looks to be a year of growth for the CPG industry due to stabilizing US and global economies and an increased buying ability of consumers.  What will this mean for this highly competitive industry and how will organizations drive towards leadership positions with their brands? 

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3 Ways to Improve Your CRM Initiative

Jan 3, 2018 1:42 PM

New generation CRM systems are helping businesses both big and small succeed. However, many organizations aren't making the most of their CRM systems.

Today's CRM solutions come with powerful features, but complexity isn't always a good thing because it can be very disruptive and distracting.

To be successful with CRM, you need to eliminate features that aren't crucial to your business. With that said, here are 3 ways you can improve your CRM initiative:

#1 Focus on What Matters

Maintain a clear focus on what matters to your customers. Don't be swept away by every shiny new feature and capability of CRM system.

The primary purpose of CRM is to make your employees more productive, so eliminate features that aren't contributing to that purpose.

Growing your business and improving customers' experience are what matter most.

#2 Keep it Simple

Despite the benefits of a CRM system, it won't fulfill its potential if your employees can't use it.

Your CRM system should make tasks easier and not add to the responsibilities of your employees. An intuitive and easy-to-learn CRM system will help drive adoption.

#3 Look to the Future

A good CRM solution should be able to support your business model and processes. It should be flexible and adaptable to the changing needs of your organization. Ideally, you need CRM system that can evolve with your business and industry.

 Check out this quick video on improving your CRM initiative from my colleague Patrick Lewis.

Are you looking for ways to improve your CRM initiative? Please   contact us here  and we'll schedule a time to connect.
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Building an Effective CRM Strategy

Nov 19, 2017 7:00 PM

The CRM industry has changed a lot over the past 5 years. AI-enhanced CRM and many other technologies have added significantly more value. However, many companies still struggle with CRM primarily due to lack of clear strategies. A recent Accenture study found that 80% of companies have adopted a CRM system and a large majority have deployed tools across the entire sales process. While sales tools grow increasingly sophisticated, customizable and flexible - packed with enhanced features and functionality - only 13 percent of salespeople utilize them to their full capabilities.
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Dynamics 365 Training Program – The Black Belt Series

Nov 16, 2017 7:00 PM

Have you ever tried driving to a new destination without looking at signs or a roadmap? Unless you're just naturally gifted at navigation or just really great at guessing- it wouldn't be an easy task to accomplish. Like indicated in one of our previous articles, How-to Avoid CRM Failure: Have a Training Plan, we all need guidance and training. This is why we've developed a highly structured set of courses for Dynamics 365 admins, known as The Black Belt series.

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Are You Empowered by Your CRM?

Nov 15, 2017 7:00 PM

In the fourth blog from our blog series on the topic of How Professional Services Organisations can thrive in times of turmoil, we explore how a good customer relationship management solution will empower your team to improve customer experience.

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