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Anthony Shibata

Customer intelligence

5 Best practices for customizing your CRM

By | CRM, Salesforce | No Comments
Customer intelligence.

The right CRM customizations can lead to better customer insights that lead to more sales and better service.

The right customer relationship management (CRM) solution can make a major difference in how your employees engage with customers and prospects. Customizing CRM solutions allows for even more powerful information sharing, usage and return on investment for your technology.

Here are 5 best practices for customizing your CRM.

1. Ask the users

When considering customizations, it’s very important to include the users in identifying, prioritizing and implementing new solutions. Your users, from salespeople to customer relations staff to finance employees, are those who use the CRM the most.

Be sure to ask them how the CRM could improve their sales or customer service. Ask for the wish list and consider engaging them in prioritizing the customizations. Getting user buy-in early helps ease implementation and user adoption.

2. Make it simple

CRM customizations should focus on simplifying or automating tasks, saving staff time and providing more insights. Your CRM likely offers lots of options. You don’t need all of them on your employees’ dashboards. Consider customizations that create a different look and feel for each role. Some solutions, like Salesforce, offer optimization tools that show what features are and are not being used.

Coworkers at a shared desk with documents and calculators.

With a single source of data, a CRM ERP integration provides for more insights and collaboration among employees.

3. Focus on data

In order to be truly effective, your CRM needs to have the best and most accurate data available. Raw data can be transformed into actionable insights, but only if the data are good to begin with. Consider customizations that provide easy access to data and give employees a 360-degree view of customers. And if the right data isn’t available, make that a separate priority project.

4. Integrate with enterprise resource planning (ERP) solutions

When you integrate your CRM with your ERP solution, your business gains transparency, unified data and more collaboration. With a single source of data truth, your employees know they’re working with the same accurate information. Integrating these tools gives your business considerable advantages, including:

  • Better business development with stronger insights on new-business targets.
  • Improved operations using automation solutions and better-designed processes that allow for better measurements of marketing campaigns, deals closed and customer relationships.
  • Visualizations that take historical and real-time data to give you a clearer picture of key business metrics, including budgeted vs. actual costs, ROI, cost reporting, profitability and lifetime customer value.
  • Improved responsiveness to customer needs and requests using automation tools that respond faster and deliver more insights on customer sentiment and loyalty.

5. Choosing the right ERP CRM

Choosing the right ERP CRM, like Salesforce Foundations, gets you further faster. With Salesforce Foundations, you can get connected to Salesforce functionality and power quickly.

Salesforce Foundations lets you manage sales teams and assign leads, see progress with intuitive reports and dashboards and give your employees an easy-to-use introduction to Salesforce.

Salesforce Foundations is right for your business if one or more of these apply:

  • It’s your first CRM
  • You have 5-25 users
  • You’re upgrading from another CRM
  • You have a short timeframe

NexTec helps companies select, implement, and leverage leading CRM solutions. Our experience with hundreds of CRM implementations means we can boost ROI through all phases, including configuration, data migration, user training and ongoing support. Learn More About CRM.

Additional CRM resources

Why Salesforce-ERP integration will be key in 2019

6 need-to-know customer experience facts

CRM, BI and ERP – Why you need all three

Tablet displaying charts and graphs.

Why Salesforce integration makes your ERP solution better

By | CRM, ERP, Salesforce | No Comments
Tablet with charts and graphs displayed.

Give your business a competitive advantage by allowing better data sharing between your ERP and Salesforce.

When your company integrates your Salesforce and enterprise resource planning (ERP) solutions, you gain considerable advantages, allowing you to share and use data seamlessly and improve customer service.

Knowing why Salesforce integration makes your ERP solution better helps inform your technology decisions and resource allocations.

Data as the primary integration advantages

Salesforce, long a leader in customer relationship management, has made moves lately to solidify its strength in that field and build better bridges with other applications, including ERP. Its 2018 acquisition of MuleSoft for $6.5 billion lets Salesforce reach into other applications and pull in data without needing to clean or scrub it.

That means no need to build data warehouses or rely on third-party middleware customizations to use data from multiple systems. Consolidating data in one place, without disrupting its source formatting or properties, is a far better choice.

Group of people working around a conference table.

Salesforce-ERP integrations lead to better data transparency and collaboration.

Here are some other advantages of integrating your ERP with Salesforce:

  • Improved Communication. Colleagues in different functional areas can use the easier data-sharing capability for more effective communication and collaboration. For example, a sales employee can pull in inventory management information to determine what to tell a customer about delivery schedules. Inventory control data can be pulled into Salesforce and be used by staff in sales, warehouse management and production to determine the right customer strategy.
  • Data Transparency in Both Directions. Finance employees are likely most familiar with ERP-housed billing information while sales staff will have a deeper understanding of Salesforce. With data available from both systems, employees can work in the system they’re most familiar with.
  • More Insights. With more data available to users of both systems, there can be deeper calculations and reporting. Employees get better and more actionable information that can lead to better-informed decisions made faster. For senior management, there’s a clearer understanding of overall and interrelated company operations, progress and outcomes.
  • Error Reduction. Manual data entry or reentry increases the likelihood of errors, even when using cut-and-paste functions. Integrated systems reduce errors, staff time spent on manual tasks and data duplication. Integration projects can automate checks and balances to identify data discrepancies to ensure all systems are using the same information.
  • Better Customer Service. Salesforce and ERP integration gives companies a more complete picture of their customers. From marketing responses to buying habits to payment history, integrated systems help build stronger relationships, satisfy needs and faster responses. There’s no more hunting for information in multiple systems or need to find the right person to ask for details.
  • Enhanced Automation. Your ERP and Salesforce systems both can automate every-day tasks and activities. With the systems integrated, more and better automation solutions are available, delivering deeper insights and reporting. For example, pricing changes and production schedules stored in an ERP can be integrated faster into alerts and data sheets provided to sales and marketing professionals.

ERP and Salesforce integrations are transformative opportunities. Managing those projects requires a steady, experienced, detailed-focused partner. NexTec offers expert consultants and project managers with deep expertise in ERPs, Salesforce and integration strategies. Contact us to learn more about how NexTec is the right choice to lead your integration project.

Enterprise resource software

Why Salesforce-ERP integration will be key in 2019

By | CRM, ERP, Salesforce | No Comments
Enterprise resource planning software

The 2018 purchase of an integration-software company has Salesforce positioned to be the CRM of choice when it comes to integrating with your ERP.

Companies are discovering the power of integrating their enterprise resource planning (ERP) with Salesforce, a market leader in customer relationship management (CRM) solutions.

Knowing how to leverage the capabilities of an enterprise resource planning solution and Salesforce can deliver great advantages to organizations that seize the opportunity. Here are a few reasons why Salesforce-ERP integration will be key in 2019.

Salesforce makes big splash

In 2018, Salesforce made its largest-ever acquisition, paying $6.5 billion for MuleSoft, an integration-software maker. The sale was hailed as one that would lead to more Salesforce-ERP integrations in 2019.

While that is likely to remain the case, the sale also positions Salesforce as the market leader in shifting companies from customer relationships to customer experiences.

“Companies need more and more visibility into everything that has to do with the customer,” said Uri Sarid, chief technology officer of MuleSoft, recently. “But you don’t have to consolidate all of the data in one place. That’s what’s changed.”

Salesforce is now positioned to reduce complexity when it comes to integrating with ERPs. One of the greatest challenges facing IT leaders grappling with integration is moving and using data. Data warehouses and middleware have been common solutions but Salesforce, with integrated MuleSoft capabilities, can be a game-changer.

With less data manipulation, a Salesforce integration with enterprise resource planning software solves a lot of the issues that have been major barriers in the past, including:

  • Complex integration functionality
  • Lack of user self-service ability
  • Reliance on third-party applications and services
  • IT staff time committed to jury-rigging solutions

Salesforce will be able to “reach into” another application, such as your ERP solution, pull in the necessary data, and use it in tandem with Salesforce functionality. Users will have more information at hand to make better decisions while engaging with customers and prospects.

Enterprise resource software

Integrating Salesforce and your ERP adds more functionality and customer insights for your teams.

Moving to customer experience

Customers today, whether businesses or consumers, expect companies to have a full understanding of their relationship. Salesforce, which made its mark providing deeper insights for marketing and sales professionals, needs to pivot to deliver the data that provides a 360-degree understanding of customers.

Customer experience – CX in the marketing parlance – is critical for customer retention. It’s also important as customers engage with brands in multiple ways – in-person retail experiences, mobile interactions and website and email engagement.

At its annual Dreamforce conference, Salesforce unveiled the first move towards better CX – Customer 360. The new service integrates customer data across clouds and uses data from multiple systems to deliver a complete picture of activity with sales, marketing and service teams.

Optimizing integrations

No matter what the future holds, there are fundamental steps businesses need to take when it comes to integrating a CRM and ERP. They include:

  • Process mapping to understand how data will be used and accessed by the different systems
  • Field mapping to align data seamlessly across systems
  • Data integrity to ensure that the information being shared is good, reliable and accurate
  • Finding the right partner

NexTec is a leader in system integrations, including Salesforce and ERP. Our teams have deep experience with Salesforce and multiple ERP vendors and products. We help to develop and deploy integration models that maximize the value of each tool.

Contact us to learn more about how NexTec can help leverage your Salesforce and ERP investments.

ERP solution

IAS 41 and Canadian cannabis growers: How the right ERP helps

By | Cannabis, ERP | No Comments
ERP solution

Canadian accounting guidelines are creating confusion for cannabis companies and investors.

Canadian cannabis producers are facing some confusion about how to comply with accounting standards that govern growers and sellers.

The confusion is with the International Accounting Standards paragraph 31 (IAS 41).  Here is a closer look at IAS 41 and how it affects cannabis growers.

IAS 41 Explained

IAS 41 provides guidelines to account for the transformation of biological entities (living animals and plants) into agricultural products, for example the extraction of oil from cannabis plants.

The guidelines state that those “biological assets” are counted at the end of each reporting period as fair market value less costs to sell (FVLCS).

If the fair market value changes, the changes should not be reflected in revenue. Instead they should be reflected as a reduction in the cost of sales. The result is an increase in the reported bottom line for the company, especially for a public company filing quarterly statements.

Another impact is the company can report net income in quarters when cannabis was grown and harvested, but sales were low.

While the guidelines are clear about how to account for those entities and the associated costs, the answer gets murkier when the company needs to factor in the costs of transforming those biological assets into harvested items. The International Accounting Standards Board (IASB) has not explicitly indicated how to account for those costs, arguing that such costs are related to the fair value measurement approach.

The vagueness means cannabis companies can take several approaches:

  • The costs can be expensed, so they are not reflected in the FVLCS methodology.
  • The costs should be capitalized to the carrying value of the biological asset, which would reduce the amount reported as change in FVLCS in subsequent reporting periods.

Some argue this represents a more accurate reflection of natural plant growth and changes related to external conditions. Many accounting firms are arguing that the lack of clarity means companies can use whichever method makes sense to them.

Other challenges exist for planning future costs of:

  • Expected costs to grow plants to the harvesting point
  • Harvesting and selling costs
  • Sales prices and expected yields

A new company that may have a period of growing and harvesting before it starts to sell will have one more consideration. If prices drop, the company will need to record inventory at a later date.

Companies need clarity on accounting guidelines related to cannabis cultivation and harvesting costs.

How an ERP solution helps solve IAS 41 reporting

The complexities of accounting are one reason an ERP solution is a smart choice.

  • Dimensional accounting
  • Extensive landed cost functionality
  • Material lot costs analysis
  • Labor tracking by work center
  • Overhead cost application

The cost accounting software tools, robust reporting capabilities, and business intelligence tools in a Cannabis-Industry ERP allow for real-time insights on biological assets, inventory yields, and forecasting. With access to information when it’s needed, your leadership can make informed decisions about costing, pricing, future plant growth, saleable products, and how to report for IAS 41.

A Cannabis-Industry ERP solution will identify and track cost and yield at each phase of the grow cycle. This level of real-time viability into your business will allow for fast reaction time and operational efficiency improvements, keeping savvy growers ahead of the competition.

NexTec can help your cannabis company select and implement the right ERP system and comply with IAS 41 regulations. Learn more and schedule a demo with NexTec today.



customer experience transformation

Do’s and don’ts for achieving customer experience transformation

By | CRM, Microsoft Dynamics 365 | No Comments

customer experience transformationIf your customers aren’t happy, no one is. Increasingly, studies are finding that superior customer experience (CX) is central to the success of sales and marketing programs as well as overall business health. Research from Accenture Strategy found that 47 percent of customers would take their business to a competitor within a day of experiencing poor customer service, and 60 percent report not completing an intended purchase based on a poor customer service experience.

It’s no surprise, then, that customer service is a top priority, with leading companies taking a more global approach to customer experience (CX) transformation. As you plan your own CX transformation, here’s what NOT to do:

  • DON’T just dive in. Go through a gradual, evolutionary process taking time to clarify the CX vision, set priorities and communicate the CX imperative throughout the entire organization.
  • DON’T be short-sighted. Meaningful changes in customer churn rates, customer retention, revenue and other performance indicators may not happen overnight. Successful business leaders look beyond the next quarter.
  • DON’T skimp on data. Companies are in trouble if they can’t collect the right data, drill down on it and gain insights into how to improve customer service. Customer relationship management (CRM) technology is a proven way to efficiently turn raw data into information that can be used to develop more effective service solutions.
  • DON’T underestimate the value of knowing what matters. If you don’t understand what’s important to your customers, even the best data won’t help. Research can determine what your customers want (and don’t want).
  • DON’T downplay the role of your employees. Technology drives efficiency and insight, but full employee participation is the only way to create a cultural shift. This starts at the top, with visibly committed senior executives.
  • DON’T hold back customer data. Easy access to data that provides a 360-degree view of customers is one of the most valuable assets you can have. When employees have instant access to more relevant and timely customer data, they become more empowered to meet their customers’ needs.

What are the Do’s for approaching customer experience transformation?

The best advice is to start where you are and take an evolutionary path toward transformational change. The journey can be broken down into three data-driven steps.

Step 1 – DO use historical data: A basic approach calls upon IT to generate reports about past sales. From this data, managers decipher how past customer behavior may apply to the future.

Step 2 – DO use real-time data: The most effective way to generate real-time data is with customer relationship management (CRM) technology. CRM software uses sophisticated analytics and automated marketing tools. This makes for a more efficient process, better use of resources and more effective decision-making.

Step 3 – DO use predictive modeling: Advanced data mining, analytics, visualization techniques and predictive modeling capabilities provide the best insights into future customer behavior and potential solutions for increasing KPIs.

CRM technology can be your best friend.

No matter where you are on the journey, CRM software delivers what you need for a successful CX transformation. Your next move is to consider how CRM can be a pivotal part of your organization’s customer-centric transformation. For companies of all sizes, NexTec can provide the expertise needed to find solutions that make your CX transformation possible. To learn more, contact us today.


ERP CRM software

How to leverage Industry 4.0 tech for customer engagement

By | CRM, ERP | No Comments
ERP CRM software

Powerful connected devices and tools allow manufacturers to rethink relationships with connected customers.

The connected customer is in a powerful position today. Customers, armed with smart devices and access to inexpensive wireless access, want a different relationship with the brands and products they use.

These customers want more access, more information, more interaction, and more help from the products and services they buy. The relationship with industry is unlike any before in recorded history.

As seen in the recent article, Industry 4.0: What It Means for the Manufacturing Industry, new technologies are allowing manufacturers to transform all aspects of their businesses. For forward-thinking companies that consider how to leverage Industry 4.0 for customer engagement, the potential is significant.

Everyone is aware that the internet has changed the way consumers shop, shifting many experiences to digital. However, in both digital and in-person shopping, there is room for more customer engagement. While these techniques have largely been adopted in the B2C space, there are B2B and B2B2C applications too.

Manufacturers are also investing in enterprise resource planning (ERP) systems that integrate and enhance disparate existing systems, from operations to back office to customer relationship management (CRM).

Here are a few of the ways industries are leveraging new technologies for better customer engagement.

Artificial Intelligence: Artificial intelligence (AI) can enable manufacturers to aggregate information and provide recommendations to customers. Many manufacturers are experimenting with virtual reality (VR) to help customers experience products before buying.

Data Integration: By integrating data from online and offline sources, manufacturers can gain a better understanding of their customers and gain a more holistic understanding of customers from initial inquiry to purchase to usage.

The Internet of Things: While many manufacturers rely on distributors to maintain relationships, companies should work more closely with their channel partners. With better data sharing, and leveraging the Internet of Things, RFID, and GPS, manufacturers can create platforms that strengthen distributor/dealer relationships.

Predictive Analytics: Predictive analytics will help drive better information post-sale and provide real-time analytics that can be commoditized and improve operational decision-making throughout the distribution network.

Other technology tools that optimize opportunities

Post-sale, manufacturers can use Industry 4.0 tools to identify additional markets, better services, and improved customer service functions. Pervasive sensing and connected devices allow companies to collect and use usage data in new ways.

Some are creating digital platforms that allow customers to use self-service functions for solutions, support, and community for functions ranging from warranty management to spare-part ordering.

ERP CRM software

Analytics connected to sensors and data generated by devices helps improve the production and customer service functions at manufacturers that embrace new technologies.

Wearable devices allow for customer service to “see” products and solve problems in new ways while dynamic pricing can maximize profits. New 3D printing can help solve issues for customers in remote locations or those with urgent needs.

Proactive services allow for push notifications services that ask about usage and can recommend maintenance based on predictive usage patterns or detection of potential issues. Manufacturers can provide breakdown assistance services or usage-based billing that can be optimal for some customers.

Finally, shared data platforms allow manufacturers to work within and as a participant in supply chain management that can create more efficient material replenishment and distribution processes.

At NexTec Group, we help companies maximize the potential that Industry 4.0 provides. Our consultants work closely to identify client needs for ERP CRM software and pinpoint products like Microsoft Dynamics CRM that will enhance and improve operations.

Download the NexTec Corporate Brochure to learn more.

6 need to know customer experience facts

6 need-to-know customer experience facts

By | CRM | No Comments

What field service professionals know more than any other member of the team is that customers dictate the service experience.

6 need to know customer experience factsSo, what do customers want right now?

We looked at field-service trends for customer experience and here’s what we discovered:

1. The customer wants a great experience. This isn’t news: The Service Council Early 2017 study noted 77 percent of field teams are focused on field service experience improvement. Field service hears it right from the customers; they want a product that aligns with expectations. But being all things to all people is impossible if you cannot keep customers straight.

2.  A personalized experience is key. The need for personal experience will only grow as Millennials claim their share of the marketplace. Price will still be relevant, but take a backseat to the experience and product. The time to make personalization center to your practice is now.

3. You need to anticipate your customer’s’ needs. The savvy consumer expects to anticipate his or her needs; providing your product the moment before it’s requested. Customer intention means knowing—and leveraging–past habits to anticipate what they want next.

4. Customers want to interact on their terms. Emailing only during 9-5 in your time zone won’t be enough; customers want to reach out to you on social media, your website or within their online community–on their terms, during the hours of their choosing. Keeping track of each interaction on several platforms is essential to satisfaction.

5. Customers expect you to see their whole environment. It’s not just about whether they buy the product. It’s about whether they’ll advocate for you, get others in their circle to purchase your product and share with their friends on social channels.

6. Your competition is already a problem. Enterprises worldwide are building whole departments around your customers, with a data leader at the center combining customer intelligence, customer cheerleading and customer-centric strategy to extract analytics out of the cloud to convert your customers to their brand.

How can you be all things to all customers, give them the products and services they want before they desire them? It starts by leveraging the right CRM platform; one that will help you know your customers more deeply and support highly personalized experiences.

The CRM you choose should help you track and manage every interaction, every post and every touchpoint — be it your brand, website or brick-and-mortar establishment. This includes complaints logged or items left in a shopping cart.

Combining this knowledge with the talents of your field-service team can help you take your customer experiences to a new level. With it, when a customer reaches out, it’s because your team has already engaged them on a deeper level, anticipating proactively and engaging them with personal service.

NexTec can help you find a CRM solution to meet ever-changing customer expectations. Contact us to learn more.


5-point CRM checklist

By | CRM, Microsoft Dynamics 365, Replace old software | No Comments

With customer service at the heart of every business transaction, it makes sense that the market for customer relationship management (CRM) is growing. According to predictions from Gartner, the worldwide CRM market will reach $436.5 billion this year, leading all enterprise platforms in growth, even outperforming ERPs.

Those managing field-service teams don’t need to be told about the growth of CRM. Any business too big to track sales on a spreadsheet needs a system to track customer data; however, not all CRMs are created equal. Some track sales, others track marketing or forecast customer needs. The most important takeaway from all this is that the right CRM can reduce your marketing costs by 23 percent.

When choosing a CRM for your business, consider these five criteria:

1. Customer service

The number-one reason to invest in a CRM platform is to support your customers. Make sure your CRM has unique customer identifiers, can log all customer touches and lets you communicate the way your customers want.

2. Customization

Buy what fits your strategy. Some CRMs allow custom rules that don’t force you to change your strategy based on arbitrary fields your employees are required to fill out. Some programs provide templates, while others allow tweaks so you can track what matters to your enterprise. Many CRMs come with an API that allows you to customize the platform to your business, but this may be more easily accomplished with plugins and extensions. Evaluate your needs, research your options and pick the customization path that is best for you.

3. Integration

Pick a CRM that works with what you own. Instead of reinventing the wheel, pick a solution compatible and easy to implement. Double-check that the versions of programs you already own will integrate with your new CRM. There’s no reason to pay to upgrade a point-of-sale system or an email program because you were sold a CRM that is “supposed” to work well with the most up-to-date versions of those programs.

4. Workflow automation

Make sure the CRM you choose will integrate with employees’ workflows. Automation will free your team from necessary but time-consuming reporting activities. Once in place, you can have events trigger responses to customers, have queries prompt action by your staff and automatically report successes by the field team to their supervisors.

5. Track the work

How effective is your field team? As many as 75 percent of business owners see an uptick in sales when using a CRM. Some CRMs can be configured to support and track field-service success. You can get each field team an account to track their hours and contacts and see how their performance rolls up to the team’s sales numbers. Dashboards can reveal how teams work together, help with performance reviews, bonuses and set future goals.

Trusting a CRM with all your customer data and your company’s future isn’t a move to take lightly. How you pick and deploy a CRM will impact your company for the foreseeable future. No one knows that more than NexTec Group. We’ve been selecting and deploying CRM, ERP and BI solutions on-premises and in the cloud for more than two decades. Contact us to find the right solution for your business.

Spotlight on Microsoft Dynamics 365 CRM

By | CRM, Microsoft Dynamics 365 | No Comments
Microsoft Dynamics 265 helps integrate data across CRM and ERP platforms.

Microsoft Dynamics 365 helps integrate data across CRM and ERP platforms.

Customer relationship management (CRM) databases play a powerful role in marketing and customer service in a wide range of industries. With an effective CRM, companies can better track important data on customers and potential customers, including sales information, communication preferences, responses to various marketing campaigns and demographic data.

When used effectively, a CRM helps manage relationships in a number of ways. Analyzing and acting on the data stored in a CRM lets companies track sales and engagements, build targeted communications and marketing strategies and predict activity and behaviors.

At The NexTec Group, we partner with Microsoft to enhance and deepen the power of a CRM. Let’s cast a spotlight on Microsoft Dynamics 365 CRM.

Microsoft Dynamics 365 is a cloud-based business application that can transform the way business is done. At its core, Microsoft Dynamics 365 connects your CRM to core back-office functions such as accounting, operations, human resources, and finance. These bundled back-office applications, also known as enterprise resource planning (ERP) software, allow for the tracking and analysis of core operational areas.

When paired, connected ERP and CRM systems allow employees throughout the organization to work more closely together, collaborate and share data easily. Sales, marketing, finance, operations, fulfillment and customer service staff have more and faster access to actionable information.

Cloud-based system integrations can maximize the efficiency of a full range of functions from sales to field service.

Cloud-based system integrations can maximize the efficiency of a full range of functions from sales to field service.

Leveraging Shared Data
With access to the CRM directly from Microsoft Outlook, Microsoft Dynamics 365 is an intuitive, easy-to-use software package. Its advantages are considerable for many different roles, including:

  • Sales. Sales staff can use digital intelligence, predictive analytics, social insights, real-time company information, automated lead scoring and tools to assess customer relationships. Sales staff can share and edit meeting notes and sales documents with real-time coauthoring capability.
  • Customer Service. A unified platform allows for customer service across all channels, providing consistency among agents who can review and use the same information. The platform comes with a self-service portal that lets customers find and use answers to common problems supported by an online community space.
  • Operations. Connected marketing, sales, customer service and distribution data allows for faster identification of trends that can lead to improved processes, faster product introductions, and smoother floor operations.
  • Finance. With Microsoft Dynamics 365, you gain real-time access to financial data and analytics. Finance staff can deliver data-driven intelligence to departments for faster, more responsive decision-making. Analytics help to drive corporate strategies, growth and revenue collection. Personalized sales quotes and invoices can be created within Outlook, payments can be processed and bank accounts reconciled from within the platform.
  • Marketing. With more and richer customer insights, marketing teams can create messaging that is relevant and personalized across multiple channels. Campaigns can be coordinated across channels with analytics that measure and report on ROI.
  • Field Service. Help deployed field staff by giving them the pertinent information needed to make efficient and successful service calls. Schedule more appointments each day and provide customers with accurate arrival window.

Why The NexTec Group
At The NexTec Group, we work closely with a wide range of vendors and products to identify the right solution for your company’s needs. With a deep understanding of Microsoft Dynamics 365 and dozens of other packages, we take the time to hear and understand our clients’ needs and concerns before we begin offering a solution. Contact us to learn how The NexTec Group can help you find the integrated systems software that works best for you.