When your business is project oriented rather than product oriented, your ERP system should help you manage resource utilization, time and expenses, profitability tracking by project/service, billing and customer relationships. Many service businesses rely on a patchwork of loosely integrated solutions to tackle these needs. But there’s a better way. With the right ERP system configuration, you can streamline and automate processes, eliminate data entry in multiple places, and in turn, reduce errors and produce more meaningful reports and data dashboards to management. We think this could kick your service business up a notch or two. Don’t you agree?
Customer relationship management (CRM) software is more than just a sales management tool. It gives you a 360-degree view of your past, current and future interactions with customers and prospects. A CRM system is the central place where you manage and track sales opportunities, customer interactions, service tickets and all other aspects of customer service. Sound good? When your CRM system integrates with your ERP system, it gets even better.
Service businesses tend to be people businesses. That’s why it’s so important to give your staff and customers the tools that will help them work together, efficiently and easily. We understand that the longer it takes to find and share documents, the longer it takes to finish projects and respond to customers. Storing documents on hard drives and shuttling different versions of documents back and forth via email isn’t the answer. Storing documents in the cloud, on the other hand, will give your staff and customers access to critical documents from any device, anywhere with an internet connection. Worried about data security and backup? No worries. We’ve got your back.