Category

Manufacturing

Thank you! – Yakima Chief Hops Case Study

By | Agriculture, Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Yakima Chief Hops case study.

Download now
Yakima Chief Hops

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Sage Authorized Partner

Thank you! – ARA Food Corp Case Study

By | Case Studies, Food and Beverage, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the ARA Food Corp case study.

Download now
ARA Food Corp

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Sage Authorized Partner
Man in a blue suit pointing too cogs.

Why manufacturing businesses should integrate ERP and CRM

By | CRM, ERP, Manufacturing | No Comments
Man in a blue suit pointing to cogs.

Integrated business software means a single source of data and more transparency.

For many businesses, the most useful and effective business software tools are their enterprise resource planning (ERP) and Customer Relationship Management (CRM) tools. They are each essential for connecting processes, people and tasks to drive efficiency.

With so much power and performance capabilities, it’s no wonder why manufacturing businesses should integrate ERP and CRM platforms.

Complementary components make integration the right choice

Your ERP solution and CRM tool focus on different parts of your manufacturing operation. As seen in the above chart, the two solutions have distinct areas of focus and orientation.

ERPs have a back office structure that focuses on keeping data integrated, partners informed and operations running efficiently. A CRM is externally focused, helping sales, marketing and customer service teams connected with customers and leads. Integration allows for broader transparency throughout the manufacturing operation, empowering teams in different areas to work together more effectively.

Business Software Comparisons ERP CRM
Functionality Back Office Activities (Finance, Inventory, Production, HR) Front Office Activities (Sales, Marketing, Customer Service)
Orientation Enterprise Employees, Leadership, Supply Chain Partners Customers
Focus Cost Reduction, Efficiency Sales Growth
Users Project and Inventory Managers, Finance Staff Sales Teams, Marketing Leads, Customer Service Staff

Benefits of ERP and CRM integrations

Group of colleagues discussing a project.

Improve sales results and customer service with an integrated ERP-CRM solution.

There are many advantages to integration, including:

  • Dual Data Entry Reduction. All too often, manufacturers have to reenter information stored in one system into another. That’s inefficient and can be alleviated by having a single source of data.
  • Full Customer View. Gain a 360-degree view of your customers – from inquiry to sales call to order to delivery to finance to billing to customer service. This provides richer information for all employees. When a customer calls about an order status, reorder, delivery question or product need, everything can be accessed in one place. Share inventory levels, product deliveries, order status and returns easily with colleagues and customers.
  • Faster and Better Decisions. With a single source of information, employees can interact easily. Using mobile apps that let sales reps on the road and finance employees in the office discuss a potential order, for example, results in smarter and coordinated decisions.
  • Improved Quote Management. When sales reps are preparing quotes, they can access historical and current customer data, including the cost of materials, production time, delivery needs, production schedules and overall costs information stored in the ERP. Customers get timely and more accurate quotes.
  • Cost Reduction. Integrating a manufacturing ERP and CRM lets you reduce operational costs and time.
  • Mobile Applicability. Techs and sales reps need access to tools and data while in the field. Integrated platforms that allow for a single mobile source of information makes for more efficient sales and service calls.
  • Additional Benefits. Your manufacturing company also gains the following with integration:
    • Improved accuracy of product forecasting
    • Faster product delivery
    • Quicker billing using automated processes
    • More qualified sales proposals with a deeper understanding of customer history
    • Faster approvals via automated workflows
    • Improved leads management

Guidance for ERP and CRM integration

NexTec is the leader in business software consulting. Our experienced staffs can help you choose the right ERP and CRM systems, including Sage X3 and Acumatica, that provide an integrated solution for your manufacturing needs.

Which ERP best fits your needs? Here are some tips.

Workers in a factory smiling.

9 Ways ERP and CRM integration will benefit manufacturing

By | Acumatica Cloud ERP, CRM, ERP, Manufacturing | No Comments
Workers in a factory smiling.

Integrating ERP and CRM technologies gives you considerable competitive advantages with deeper customer insights.

Integrating your customer relationship management (CRM) and enterprise resource planning (ERP) platforms gives your manufacturing business considerable advantages over the competition.

With data from both platforms, your company can realize better sales processes and new ideas for products. Here is an overview of  how ERP can integrate multiple processes and benefit manufacturing.

1. Real-time insights

Use production, product and inventory data to provide customers with real-time information on orders, opening the door for upselling and cross-selling. The real-time insights also help planners enhance business development, optimize financial tracking, and improve communication.

2. More prospect information

Use combined information to build a clearer picture of your sales prospects, including connections to suppliers, order histories from similar customers and personalized insights.

3. Data-driven decisions and outcomes

With more information available, manufacturers can look at operational metrics from a customer’s perspective, resulting in better products, processes and procedures. Build customer-driven analytics around order fulfillment, delivery timing, quality management, pricing and payments, all designed to better serve customers.

4. Newer, better products

Speed and time-to-market are key drivers for success for B2B and B2C companies. Use integrated customer interaction, pricing, catalog, service and production information to create new products and business models. With rapidly changing customer expectations, manufacturers can bring together product lifecycle management systems, customer feedback and financial data to innovate faster than the competition.

Factory worker operating a machine.

Drawing on data from ERP and CRM systems gives your manufacturing company better insights for production planning, pricing and customer service.

5. Maximized CPQ

For complex manufacturers, the configure-price-quote model lets you deliver customized products that attract and retain customers. Use CRM and ERP data to deliver more accurate and timely quotes than your competition. Eliminate the need for manual quoting and take days and weeks off the quoting process to close more orders faster.

6. Optimized pricing

Manufacturers can fine-tune pricing models by using information from accounting, finance, and customer relationship systems to create more accurate customer personas. Pricing precision at the segment and persona level makes it possible to accelerate sales rates.

7. Accurate lifetime customer value calculations

Calculate real-time profitability analyses by consolidating visualizations of cost reporting, estimated versus actual budgets and other key metrics. Use these calculations to create a lifetime customer value for each customer, identify your most valuable customers and look for other customers that have a similar profile.

8. Automate processes

ERP and CRM tools have touted the value of automation separately. Automating tasks and information from both systems together provides more accuracy and responsiveness in customer integrations.

9. Improved supply chain management

Manufacturers can automate quotes, conversion to bills of materials, scheduling and ordering by using information from ERP and CRM systems. Show your customers the efficiency and integration that allows for better and faster responses.

Choosing the right partner

NexTec is the leading company for manufacturing companies looking to integrate ERP and CRM with Acumatica.

Acumatica delivers the right solutions that manufacturers need for integrated business practices. The Acumatica Manufacturing Edition is a features-rich, cloud-based solution that helps companies:

  • Eliminate outdated and inaccurate business information
  • Respond to customer demand for product variety
  • Balance supply and demand to reduce costs and inventory
  • Optimize production planning, sales forecasts and capacity requirements

Take the Acumatica Product Tour to learn more about how NexTec can help your manufacturing company leverage your ERP and CRM data.

Additional manufacturing resources

Enhance inventory control & speed up order fulfillment

How manufacturing ERP software can improve data collection, BI, and regulatory compliance

Strategic guide to planning manufacturing production cycles

Thank you! – APV Engineered Coatings Case Study

By | Case Studies, Chemicals, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the APV Engineered Coatings case study.

Download now

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Sage Authorized Partner

Thank you! – Waddell Manufacturing Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Waddell Manufacturing case study.

Download now
Waddell Manufacturing

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Thank you! – Morgan Engineering Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Morgan Engineering case study.

Download now
Morgan Engineering

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Thank you! – Kellogg Garden Products Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Kellogg Garden Products case study.

Download now
Kellogg Garden Products

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Sage Authorized Partner

Thank you! – Empire Candle Company Case Study

By | Case Studies, Manufacturing | No Comments

Thanks for getting in touch

Here’s your copy of the Empire Candle Company case study.

Download now
Empire Candle Co

About NexTec Group

NexTec Group is a national consulting firm, specializing in technology to help you manage your business. This includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Business Intelligence (BI), Cloud and On-premise solutions for mid-sized businesses.

We started the company because, as consultants, we saw software sellers that had never walked a mile in the customers shoes. We had, and knew that we could offer something different. A company made up of consultants that had experience working in the industries that they were now advising.

In the 20+ years that NexTec has been in business, we’ve developed close working relationships with our customers, partners and each other.

Customers choose NexTec because…

  • Our consultants have an average of 25 years’ experience in both consulting and industry.
  • We understand the software, customer challenges, value teamwork, and are passionate about doing great work
  • We provide clear information that helps customers make informed buying decisions
  • We stand by our customers to make sure the technology works, is used, and produces great results
  • We deliver our services with a sense of friendliness, fun, individual pride, and company spirit

If you see the possibilities, let’s meet for lunch, coffee or a drink.

Worker with orange hard hat taking inventory by hand.

Enhance inventory control & speed up order fulfillment

By | ERP, Inventory control, Manufacturing | No Comments
Worker with orange hard hat taking inventory.

Digital tools can reduce the need for manual counting and tracking of inventory.

Inventory control is dynamic and complex, requiring tools that allow for accurate, real-time management of raw materials, products, sources, and supply chain partners. Fortunately, the recent advancements in enterprise resource planning (ERP) technologies have improved the management and impact of inventory control.

How can your manufacturing ERP software enhance inventory control & speed up order fulfillment? By giving your employees access to real-time data that allows for better decisions, improved quality, and better customer outcomes.

While there are standalone inventory control and management software products, those that are integrated with your ERP solution are able to leverage the many benefits of having data collected and accessible in the same platform. As seen in the recent post, Strategic Guide to Planning Manufacturing Production Cycles, ERP solutions offer considerable upside to inventory management and many other areas of your manufacturing company.

Here are a few of the ways your ERP solution helps inventory control.

Replenishment management

ERP inventory management helps you plan for replenishment ordering. By tracking parts and part categories, your ordering can be triggered by indicated or projected demand parameters. Other triggers can include price levels or other factors built into your system. ERP systems help reduce the quantity of orders and project the right timing for when orders should be placed.

Surplus inventory management

Inventory surplus can cause significant issues, from wastage to improper usage to cost considerations. With ERP inventory controls, surplus inventory issues can signal alerts and warnings requiring action. And with ERP integrating information from finance, sales, and operations areas, the decisions about what to do about surplus can be made with better information and collaboration as necessary.

Woman worker with a white hard hat taking inventory.

Inventory management tools connected to your ERP help make better decisions about products and parts.

Better order fulfillment

Market demands are pushing order fulfillment needs every day, as customers and consumers expect rapid turnarounds, low- to no-cost shipping costs, and transparency in the tracking of shipments throughout the transportation process.

ERP tools allow companies to build materials and complete kitting work, track serial numbers, print barcodes and labels, and manage SKUs. Other tools allow companies to value inventory on hand.

When companies have large amounts of inventory on hand, ERP tools also allow manage spend levels and manage cash flow.

Inventory analytics and management

Turnover is crucial for inventory management and profits. Does your company know all it should about what products and parts are moving? Are parts for just a few customers sitting on shelves longer than is financially prudent?

Understanding inventory dynamics helps manufacturers consider whether products should be purchased in smaller or larger quantities, improve shelf life conditions for products and ingredients, and determine optimal levels of items. You’ll reduce carrying costs, warehousing fees, and product maintenance.

ERP solutions can also provide better information about where products are using tracking and mapping tools that reduce the amount of time and expense in locating items in your inventory.

Better customer relations

Better inventory management results in fewer backorders, lost sales, and unhappy customers. Orders will ship more accurately, faster, with less processing time necessary.

At NexTec Group, we help companies identify the ERP solutions that meet their unique manufacturing needs. Contact us to see how NexTec Group can help in finding the vendor, product, and features that will drive improved operations.