Saturday, May 28, 2011

System Review and ERP and CRM integration

I recently met with a manufacturing and service customer that is interested in having us assist them in conducting a system review of their Sage ERP system, dsicuss integration strategies with their existing CRM, and to assist with the automation of their sales tax calculation and reporting processes.  (See  They had been putting off upgrades for several years during the downturn, but now that their business is recovering, they are looking for technology solutions to help them scale as they are anticipating significant growth. 

As a first step in the process, they agreed with my suggestion to conduct a simple, low-cost internal survey of their users to help us build an agenda for future in-depth investigation.

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