CRM or ERP: which one does your business actually need?
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.
- 6 min read
- 271 views
BlogArticles: 195
Blog
Our latest articles on business systems, automation and implementation.
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Custom CRM for a Fitness Chain: Sales Up 40% in Six Months
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.
- 9 min read
- 217 views
10 Signs Your Business Has Outgrown Excel and Needs a CRM
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.
- 4 min read
- 258 views
Machine Learning for Customer Behaviour Analysis in CRM and ERP
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.
- 4 min read
- 167 views
CRM Load Testing: How to Prepare Your System for Growth
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.
- 6 min read
- 225 views
Digital Transformation for Small Business: A Five-Stage Automation Plan
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.
- 10 min read
- 271 views
IT Systems for Schools and Universities: Automating Administration
Schools and universities lose a large share of staff time to paperwork. This article shows where CRM, ERP and integrations take that work off people, and what a rollout involves.
- 7 min read
- 202 views
Construction Management Software: Where a 35% Profit Gain Can Come From
How a management system keeps plans, costs and equipment in order on construction projects, and why the figures cited here put the annual profit lost to poor project control at around 15%.
- 6 min read
- 264 views
CRM for Medical Clinics: Features and Requirements
What a clinic CRM has to do, which features and integrations matter, what it costs to build and how to avoid the usual mistakes when choosing one.
- 18 min read
- 231 views
Dashboard design: how to show business data so people can decide with it
Principles of dashboard design: what to put on the first screen, how to choose KPIs and chart types, and which mistakes make dashboards unreadable. With a checklist for assessing your own.
- 13 min read
- 276 views