How your peers are tackling the&#

Rex

How your peers are tackling the questions that matter now

Rex

What’s the best way to overcome these challenges

START WITH A COMPLETE SOLUTION THAT
MEETS CURRENT NEEDS BUT CAN GROW WITH YOUR BUSINESS.
Many small and mid-size businesses are utilizing contact management and accounting
software, but most don’t have a solution that provides visibility and insights from data.
And they’re finding that customization and data management across different systems
can be very challenging.

Rex

A WORD OR TWO ON APPLICATION CUSTOMIZATION.
Before you analyze custom applications, make sure you have the basics covered
in key areas like customer relationship management, sales management, and
operations management. Demand flexibility in your solutions. Gravitate toward
applications that give you options you can build on, resulting in immediate benefits and long-term ROI.
Being able to personalize your solution to your unique processes and user needs
is critical. Choose solutions that let you add on specialized functionality or take
advantage of the newest product release with minimal changes to your unique
business processes.
Your best bets? Software that lets you tailor individual desktop views to meet
specific needs and roles within the organization. In most cases, solutions should be adaptable to manage information and processes in every part of your business.

Rex

REDUCE TIME-WASTING DATA MANAGEMENT.
Multiple solutions within workgroups or between departments often lead to multiple versions of customer information within your company, creating mistakes. By unifying finance, sales, and operations information in a single system, you can eliminate duplicate data entry and time wasted manually synchronizing departments.
Your staff is assured that they are accessing and working with the same and most
accurate data. Teams save time by not having to enter the same data in multiple places. Accurate, up-to-the-minute reports keep everyone on top of the latest customer requirements so they can fulfill them quickly and accurately — always good for the bottom line.

Rex

STRIVE FOR SMOOTHER SOFTWARE UPDATES.
Updating software was raised as a red flag by 32% of survey respondents. More
than likely, this can be tied back to managing versions of software performing similar tasks. You can avoid this issue altogether by unifying on a single software platform. Look for applications that can be quickly deployed and efficiently mapped to specific business requirements. You’ll be up and running quickly with software that’s right for your business right from the start. Your organization will benefit from simplified accountability and a single point of contact — whether you start with a complete suite or start small and add on functionality as you grow.

Rex

THE CASE FOR CRM.
In practice, CRM solutions should provide a snapshot of the customer, from first contact and closing of a sale to product delivery and customer service. By offering a complete view of your customer data, a viable CRM solution helps:
• Customer-facing teams effectively analyze and anticipate customer needs
based on historic trends
• Finance and operations access relevant customer data, including purchase and
sale patterns
Done correctly, CRM can quickly drive additional revenue by helping you recognize your most profitable customers. Customer-facing teams will have the right tools and information so they can respond quickly and accurately to requests. When you
improve the efficiency of your service and begin to see a reduction in total cost of sales, you know your CRM solution is working.

Rex

What can seamless CRM and
ERP integration do for my business?

DRIVE EFFICIENCY AND COST SAVINGS TO CREATE A COMPETITIVE ADVANTAGE.
Many businesses lack an integrated CRM and ERP solution. Making it happen now can give your business a huge advantage over the competition.

Rex

SIMPLIFY EVERYTHING.
Bridge your ERP and CRM software into one unified solution that can deliver a
consistent user experience. By providing company-wide access to vital customer
information, you can manage your business with a comprehensive approach to inside and field sales automation, customer care, and marketing. Combining your CRM and ERP into one solution will help maximize relationships with existing customers, as teams can provide more effective service centered on common business goals.
Look for solutions that help you:

Rex

• Improve sales performance with tools that
help sales staff retrieve vital information quickly and easily
• Manage and track every element of marketing campaigns like objectives, leads
generated, and lead follow-up to determine how effectively campaigns deliver ROI
• Resolve customer issues efficiently with
user-friendly tools that streamline access to relevant customer data
A unified software solution is a single system that provides your sales, financial, and operations departments a holistic view of all customer interactions, allowing every team member the chance to make more insightful and profitable business decisions.

Rex

How can an integrated software
solution help businesses improve customer service?