BlogArticles: 198
Our latest articles on business systems, automation and implementation.
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Off-the-shelf CRM systems force compromises. This article shows where they hold a company back, what a custom CRM changes, how the project runs, and how to tell whether you need one.
Many companies use a CRM as an address book. According to a 2023 Salesforce study, 73% of organisations do not fully use its analytics. Here is what to measure, how to segment customers, forecast sales and roll analytics out in three phases.
How an ERP system automates planning, inventory, quality control and maintenance in a manufacturing company, what to expect in numbers, and how to plan the rollout in four phases.
Most companies run dozens of SaaS tools that do not talk to each other. This article explains how API integration removes manual data transfer, which risks to plan for, and how to roll it out step by step.
A practical comparison of CRM and ERP: what each system does, when it pays off, what it costs, and when a hybrid or phased approach makes more sense than either.
A five-location fitness chain had 35% annual churn and leads falling through the cracks. We built a custom CRM, and within six months sales grew by 40%. Here is what we built and what it returned.
Excel sheets and shared calendars work for a small team, until leads start slipping and nobody sees the full picture. Ten signs, drawn from our work building custom CRM and ERP systems, that it is time for a CRM.
How machine learning helps predict churn, segment customers and personalise offers inside CRM and ERP systems, and what you need in place before you start.
When a contract doubles your CRM users overnight, a slow system costs real revenue. Here is how to run load tests, which metrics to watch and how to fix bottlenecks before customers notice them.
Five stages of digital transformation for a small company, from a process audit and budget to choosing a system, rollout and measuring results. Includes a worked ROI example and a 90-day plan.
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