Edgewater Fullscope Blog

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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3 Common CRM Implementation Mistakes

Oct 22, 2017 8:00 PM

 

A customer relationship management or CRM, is one of the most valuable systems that you can use to take your customer service to the next level. A good CRM can help nurture relationships, increase sales, and lower support costs. However, there are several mistakes that can kill a CRM solution before it's even fully operational. 

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