BlogArticles: 195
Our latest articles on business systems, automation and implementation.
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In many sales teams every rep keeps clients in their own Excel file, the manager does not know what stage the deals are at, and the CEO gets reports a week late. This article looks at how a CRM changes roles, management and the way sales teams work, and how to prepare people for it.
Chatbots, lead scoring, demand forecasting and invoice processing no longer need a data science team. Here is where AI already pays back in business systems, with examples from real projects.
Your sales team needs a CRM feature, IT says six to eight weeks, and by the time it ships it clashes with your invoicing system. This article shows how DevOps shortens that cycle for CRM, ERP and automation systems, what it costs and when it pays back.
A PWA installs on the home screen, works offline and sends push notifications, yet it is a single web application instead of two native ones. This article covers where it fits CRM, ERP and B2B portals, what it costs and how to roll it out.
Most failed IT projects fail because of how business and developers work together, not because of the technology. This is the four-stage process we use on CRM and ERP projects.
Most CRM and ERP projects fail because nobody defined the business goal first. Here is the approach we use to tie technology to strategy and measure the return.
How companies split work between people and AI in sales, support, project management and HR, a five-step plan for introducing it, and the mistakes that cost the most. Companies that do this well report productivity gains of 25 to 40%.
A salesperson is on a call, needs the order history, and the CRM takes 30 seconds to load. This article walks through 8 technical causes of a slow CRM, from hosting to missing monitoring, with fixes we have used in projects for B2B, e-commerce, manufacturing and service companies.
Quote requests buried in the inbox, no record of what was said to a client, sales and delivery teams telling different stories. That is daily life in many service firms. A CRM fixes it, and Salesforce data suggests it can lift sales by 29% and customer satisfaction by 47%.
Plenty of companies start digitising too early and buy systems they don't need yet. Others wait too long and drown in operational chaos. Here are 10 concrete signs that it is time to look at a custom CRM, ERP, automation or AI.
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