“We’d love to use a CRM, but I’m afraid my staff won’t use it.”
“We just bought a new CRM system but I can’t get the team to enter their data.”
“Our CRM system is great...for the people who know how to use it. The rest of us are confused.”
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Historically, traditional software companies have solely relied on sales data to propel their profit and loss indicators, with forecasting closely driven by contract activity and sales estimates for that bench marking period.
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1) Under IC Setup / Options turn on the function to ‘Use only defined UOM’.
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It is often the case that we find our customers making the same mistakes when it comes to their CRM system – especially during implementations. Implementations are big projects, however many organizations go into the project with a “lets get this over with” frame of mind. In our experience, this doesn’t usually go over well. With this mind set.
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Did you ever play the “telephone” game when you were a child? That’s the game where one person whispers a message to a player, then in turn whispers it to another player, and so on until the last person has to state the message out loud. Hilarity often ensues when the final person repeats the message because it’s so different from the original. It always proves
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Have you ever been surprised by a sale scheduled to close that got bumped into next month? How about a sales forecast for $50,000 that came in at $15,000?
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Manufacturers face enormous economical pressures every day. They’re under constant pressure to increase productivity, produce low-cost quality goods, and efficiently schedule workflow methods. To do this, they must rely heavily on the latest technology to sustain a competitive advantage.
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