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Demystifying ERP Terminology 101

Demystifying ERP Terminology 101

How confusing is  jargon when beginning your search for the right ERP system? To help you navigate the acronyms and buzzwords, we polled our customers for their biggest initial stumbling blocks, and put them together in a “cheat sheet.” Our article, Demystifying ERP Software Acronyms and Buzzwords, was chosen for the ERP Software Blog and covers the basics spanning from ERP and BI to Thin Client vs. Fat Client to Cloud Computing. If you have terms that you think would be helpful to add to our cheat sheet for other business owners, please let us know so we can post them to help others in their search for the right business management software system. About Us Advanced Solutions & Consulting, Co. is a certified Microsoft Partner specializing in ERP services for small to medium sized businesses. If you are looking for ERP solutions for your growing business, please contact us. If we can’t help you, we can direct you to a vendor who specializes in your niche market. (877)...
Microsoft Dynamics CRM receives 2015 Market Leader awards

Microsoft Dynamics CRM receives 2015 Market Leader awards

Microsoft Dynamics CRM won four of the nine CRM Magazine Market Leader Awards this year. The awards include: Midmarket CRM Suite Enterprise CRM Suite Small Business CRM Suite Sales Force Automation According to CRM Magazine’s Editorial Director David Myron, “Analysts praised the company for building an integrated platform that enhances customer engagements through multiple touch points.” Microsoft has been nurturing the market shift towards prioritizing customer engagement strategies and continues to focus on CRM improvements to facilitate business to customer (B-to-C) and business to business (B-to-B) loyalty. Their goals include: Easy data access Unified user interface and Cloud and mobile access Personalized customer interactions Deep analytic data mining Companies have noticed Microsoft CRM has had an unparalleled 44 consecutive quarters of double-digit growth. “We’re not only delivering rapid technology innovation in CRM, we’re helping our customers be more productive and better engage their customers to achieve real, measurable business results!“ said Microsoft Dynamics CRM Corporate Vice PResident Bob Stutz. The CRM Magazine Leader awards are based on customer satisfaction ratings, revenue, functionality, five-year cost for software/maintenance, and company direction. Microsoft received high marks for integration with Office 365 and PowerBI, company direction, and the ease of customer engagement through multiple touch points, the strength of their partners, knowledge management, functionality, customer satisfaction and cost. As a Certified Microsoft Partner, we at Advanced Solutions are happy to help you with your Microsoft CRM questions. Please feel free to contact us: (877) 590-4ERP or email us...
Microsoft Dynamics GP 2015 R2 Update Features Review

Microsoft Dynamics GP 2015 R2 Update Features Review

Microsoft constantly improves their Enterprise Research Planning (ERP) business systems by including customer requests and implementing technological advances. Microsoft Dynamics GP 2015 R2 was just released and it is packed with updates that improve ease of use and deployment, and leverage deeper interoperability with Microsoft Azure. We’ve prepared a quick overview for you. Business Intelligence SQL view designer: Users can now submit SmartList Designer queries to the workflow to create SQL views within the company database. SmartLists: Display debits before credits in SmartLists, Excel reports, and database tables. Default new favorites to user vs. system: Administrators can now select the default visibility for new SmartList favorites. Distribution All-in-One Document Viewer: View all related purchasing documents for a single transaction in one window. Historical received not invoiced report: Create a new SQL report which will have a cutoff date based on transaction date or GL post date, allowing customers to use the report for historical purposes. Financial Auto deposit cash receipts in bank record. Analytical accounting transaction lists for SmartLists and Excel reports include more data and a column for each transaction dimension. AP Invoice workflow approval for a single transaction in payables transaction entity. Visual indicator for customer over credit limit: select display as an icon or warning message. Combine open and history inquiries: view open and historical information in the same window. Human Resources and Payroll Hide/Show SSN on Payroll & HR Reports. View W2: Employees can view and print their own W2s. Combine GL Summary and Detail Inquiry Windows. Time Management App: employees can enter vacation and sick time in payroll against benefit timecodes within HR. System...
Getting Employees to Embrace CRM

Getting Employees to Embrace CRM

  As I referenced in my last blog post, CRM is an essential tool for businesses looking to utilize Big Data to its fullest extent. But in order for CRM to be effective, employees need to fully embrace it. As with any new technology, employees may be slow to adopt CRM, which can put a huge roadblock in a company’s objectives and goals. If management wants to make the most of CRM, they need to lead by example and accept the company’s new technology with open arms. But how can you do that? Here are some tips to help overcome employee qualms and help them adapt to your CRM solutions. Preparation Before Implementation No matter what problems your employees might be having, their issues with CRM can be defeated with just a bit of preparation before implementation. Your employees need to be totally comfortable with the CRM system in order to utilize all of its features in the correct way, and the sooner your employees are introduced to the new tools, the quicker they will be to adapt to them. By doing your research, and finding the best CRM solution for your organization, you will prevent any missteps with implementation. You want a CRM system that will work flawlessly with any existing systems you have in place, so that it can access existing data and uncover unknown trends and patterns that can be used to establish relationships with customers and build loyalty. The better your CRM works with your existing system and tools, the better your employees will work with your CRM. Motivate Your Employees There’s a reason for...
The Importance of CRM and Big Data

The Importance of CRM and Big Data

  As if businesses today don’t have enough to worry about, they also need to manage large amounts of information and data. “Big Data” refers to the massive amount of information that is now collected from both online and offline resources. Because organic growth in data is seen as necessary for businesses to improve their efficiency, Big Data is essential. It provides the intelligence that companies require in order to make better decisions. BUT, Big Data needs a lot of investment and maintenance, and can be seen as unmanageable by many businesses. So how can companies and businesses get value out of their data without breaking the bank in terms of time or money? CRM can help businesses to analyze their data in a practical manner, and help them create useful insights, improve their strategy, increase efficiency, and realize their commercial goals. By analyzing customer information that has been gathered across multiple platforms and channels, CRM tools can turn data into insights, which can then be translated into best business practices. By learning these best practices, customer-facing employees can provide the highest-quality customer service, thereby delivering tangible results. Studies have shown that customers respond to personalization and individualization from companies. In fact, according to NM Incite, 71% of consumers who experience a quick and effective brand response on social media are likely to recommend that brand to others. Additionally, personalization is important for turning leads into actual sales. With the proper CRM tools, companies can learn more about their target customer base, and provide more personalized customer service, making Big Data work for them, instead of vice versa. Big...