Business Automation and Software Blog

Congratulations on choosing your customer relationship management (CRM) system! The next step for your company is to ensure that your team members complete CRM training. The training involves much more than ensuring that your team members have names and passwords so they can log in. Learning to use the CRM system effectively is a crucial step toward improving customer experiences and satisfaction rates. Teams must familiarize themselves with all of your CRM’s features to get the most out of this powerful software option.

When a company introduces ERP (enterprise resource planning) to manage day-to-day operations, it's a sign the business has moved on from startup mode. The business is generally well-established, with a steady stream of customers. A successful ERP implementation project requires setting the proper budget.

ERP implementation budgeting must carefully account for changes as the project evolves. The budget should include funding for research and getting quotes, any customization needed, maintenance and support, training, and a contingency fund to pay for unexpected costs. 

As we begin 2024, we see a mixed bag of conditions for U.S. businesses. While the global pandemic has officially ended, it doesn’t mean we have returned to “business as usual.” Businesses of all types are trying to cope with the continued shortage of qualified employees. At the same time, artificial intelligence (AI) tools are being used more often in the business world. It’s difficult to predict precisely how 2024 ERP trends will develop, but there is no doubt it will be an exciting year for business owners.

In the AI age, reskilling workers has become necessary to prepare employees for new career opportunities. Modern automation is creating a change in the employment landscape of a type we have never encountered before. According to the Harvard Business Review, millions of people are likely to be impacted by this latest technological development. As modern software takes over more and more repetitive tasks, humans are no longer needed to perform them in the workplace. Employers have an important role to play in the new, developing employment situation and it’s not too late for more of them to get on board.

Data is a critical resource for modern companies. The drive for improved access to data-driven tools for making decisions has created challenges for managing and delivering data to users in formats that can easily be used daily. Company owners and managers need ERP business intelligence software to provide access to easy-to-digest reports, charts, etc. Embedded analytics fill this requirement and allow employees to work with fresh data quickly.