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CRM

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.

 

ERP

CRM can help your chemical industry ERP deliver better results

By | Chemicals, CRM, ERP | No Comments
ERP

Combining ERP and CRM solutions gives chemicals companies the advantage they need to remain competitive.

Customer relationship management (CRM) solutions have been around a long time, but many companies in the chemical sector don’t realize the value of CRMs to building customer loyalty and growth.

Imagine the possibilities when chemical companies integrate their CRM and enterprise resource planning (ERP) solutions. The potential for better customer interactions, enhanced communications and better sales is off the charts.

Here’s how a CRM can help your chemical industry ERP deliver better results.

The chemical industry in 2019

Chemical companies today face a changing competitive landscape that requires innovative thinking to stay ahead. Among the core challenges are margin pressure and customer expectations.

Competitive pricing pressure means companies need to do whatever they can to improve operational efficiency. That’s a core function of ERP solutions, which are designed to provide transparency and insights into operations that result in better processes.

Customers want timely communication, instant responses and real-time access to information on orders, deliveries and availability. Excellent customer service today means having a holistic understanding of all interactions, from payment histories, meeting outcomes, responses to marketing pitches and order histories. ERP and CRM solutions together offer companies the fullest picture of their customers.

Trucks driving on a highway.

Customer expectations today mean companies need to provide real-time information on orders and deliveries.

Benefits of integration

ERP solutions are designed to manage core business functions, including finance, operations, warehouse, inventory and human resources. CRM products are focused on customer data, including contacts, interactions, meetings and help requests.

Today, using these two systems in vacuum is a lost opportunity for the chemical industry.

Data is an increasingly commodified asset. As chemical companies collect and store more information about products and customers, they can use that information to improve efficiency, attract and retain customers and achieve better business outcomes. Here’s a closer look at some of the advantages to CRM and ERP integration:

  • Better business development. Bringing together data from both solutions provides businesses with stronger insights. Focus on existing customers by analyzing their sales and customer service histories, comparing them to similar customers and providing customized and personalized solutions. Understanding their needs and pain points helps you retain customers through better collaboration.
  • Improved processes. With a single source of data for sales, promotions, production, finances, inventory and distribution, chemical companies can be more responsive and efficient on tasks ranging from product ordering to compliance tracking to production scheduling.
  • Robust customer valuation. Understand the lifetime value of each customer via consolidated dashboards and metrics pulling information from CRM and ERP solutions. Use this information to create real-time profitability analyses and ROI metrics. These tools let you identify your most valuable customers, develop retention strategies for those customers and target future customers with the same attributes.
  • Enhanced automation. Both CRM and ERP tout the power of automation. Integrating the solutions allows for improved automation, especially when it comes to customer interactions. Provide enhanced responsiveness, more detailed information in real time, and accurate interactions with customers.

How to integrate

Partner with the right company to leverage the capabilities of these powerful solutions. At NexTec, we help chemical companies select and implement ERP and CRM solutions. We develop seamless integration solutions that let companies maximize their investments and remain competitive. Contact us to learn more about how to get the most out of your ERP and CRM.

Insight.

ERP plus CRM: More than the sum of the parts

By | Cannabis, Chemicals, CRM, ERP, Food and Beverage | No Comments
Insight.

Integrating operational areas with customer relationship data gives your company new insights and efficiencies.

Enterprise resource planning (ERP) and customer relationship management (CRM) solutions offer great tactical solutions to businesses. Taken together, however, ERP and CRM are more than the sum of the parts.

An integrated ERP and CRM solution allows for real-time, actionable business intelligence, giving executives insights they need to make critical decisions in the time of need. Integration breaks down organizational silos and encourages collaboration. Learn more below about the benefits of integrating these tools, industry-specific examples and best practices for combining your solutions.

Benefits of ERP and CRM together

While no two ERP or CRM solutions offer the same features, in general, the roles of each can be defined as follows:

  • ERP: Back-end functions such as accounting, human resources, manufacturing and purchasing.
  • CRM: Front-facing functions like sales, marketing, customer service.

ERPs are built to bring synergy to core functions, providing transparency, a single source of data and improved collaboration and efficiency. CRMs are focused on providing a complete view of customer and prospect integrations, including marketing pitches, outreach, conversations and customer help requests.

Both are designed to build synergy among important functional areas, with the intent that shared knowledge helps to boost operations and outreach. By combining capabilities, you’ll be able to deepen the interconnectedness of various parts of your business.

“The main arguments for the integration … focus on obtaining in real time a coherent view of customers – the possibility of continuous access to everything relating to customer data and information, which … is needed for its proper operation,” state the authors of a recent paper on ERP and CRM integration. “A consistent view of the customer allows employees to make the right and quick decisions.”

Here are a few of the most essential benefits of bringing ERP and CRM together:

Seamless data sharing

CRMs and ERPs have their own unique data collection, storage and formatting guidelines. The advantage of integrated systems is the ability to provide everyone with a unified, transparent and consistent set of information. When the two solutions are integrated, changes or alterations made in one system should be reflected simultaneously in the other.

As business needs change and new data, fields or calculations are needed, the connectivity allows for continued consistency. The system integration allows for new insights, needs and opportunities to be available to each operating unit.

Optimized resource management

Consider the opportunities with a clearer, automated flow of information from sales to production. Companies can gain advantages on production planning, warehouse space optimization, supply planning, materials purchasing and production order prioritization. This benefit helps companies with long sales and manufacturing cycles to plan better based on the status of customer commitments, allowing companies to reduce carried inventory and begin production soon after an order is confirmed.

Faster delivery cycles

Companies with a free flow of information can track and share information on customer details and orders, leading to more accurate and timely shipments, lower operating costs and improved customer satisfaction with on-time deliveries.

Improved product forecasting

Linking marketing initiatives and projections allows for faster and more accurate production forecasting. Operations teams will be able to plan more accurately and companies will not tie up cash by buying excess inventory.

Appropriate and accurate sales proposals

If your sales professionals can see a customer’s complete history – order history, current balance, payment pattern, credit limit and unpaid invoices – proposals will be more consistent and appropriate. Information that’s readily available helps sales managers to make informed decisions, such as asking for down payments or full payment up front.

Sales reps using an integrated solution also have access to the most recent, updated pricing information, including any promotions or discounts. They can also provide more accurate production and delivery dates by accessing production schedules, inventory levels and requisition schedules. If merchandise is out of stock, salespeople can relay that information to customers early on in the proposal process or provide precise projections on timing.

More sales opportunities

Giving salespeople better access to order histories, leads and customer service requests helps them to frame their pitches, giving them a much better likelihood of securing a call, an appointment or a deal. Knowing the frequency of reordering, for example, helps sales professionals reach out proactively to up-sell or cross-sell products or services. When equipment is reaching the end of its predicted lifespan, salespeople can suggest new models of an old product.

Better consistency and standards in customer engagement

With an integrated CRM and ERP solution, your employees will have complete and current information on customers. Whether it’s a sales call, a help request, a product question or a delivery inquiry, employees will understand better the complete relationship, sentiment and pain points. Complete and timely data, collected from both systems, helps employees understand and respond better to customers.

Responsive approval processes

Give your salespeople access to ERP information in real time and they can move contracts through the approval process faster. Same-day signing means faster contract approvals and reduces the time it takes for revenue to be recognized.

Prompt billing and payments

Document sharing lets businesses quickly turn accepted proposals into work orders that can be tracked throughout the enterprise without manual intervention. This process simplification carries over to the finance functions, allowing for faster creation and distribution of invoices, drawing from a single data source. Faster billing leads to faster payment turnarounds and better cash flow.

Consolidated reporting

Combined systems allow for better and more automated reporting, visualizations and data analysis. Reports pull in data from both systems without the need for manual manipulations, conversions or adjustments.

Linking icons.

Applying ERP and CRM data has powerful functional advantages in the food, chemical and cannabis industries.

ERP and CRM industry applications

ERP and CRM solutions need to be uniquely suited to the industry they’re serving. Businesses like food and beverage production, chemicals and cannabis have unique functions and needs for both systems separately and together.

Here is a look at how ERP and CRM integration gives companies in those industries the capabilities essential for success and competitive advantage.

Chemicals

Chemical companies need solutions that address complex functions, including:

  • Formula and recipe management, measure conversions, shelf-life management, packaging and labeling
  • Rapid batch scaling in different sizes and formulations
  • Quality controls that can track – and report to customers and prospects – product quality, shelf life and expiration dates
  • Process design improvements based on customer needs, historical trends, costs and operations
  • Rigorous regulatory compliance mandates, including federal, international, state, local and industry standards
  • Lifetime customer value measurements
  • Worker safety
  • Tracking products from warehouse arrival to manufacturing processes (including intermediary products) to finished goods
  • Traceability forward and backward with ordering histories and delivery data

For process manufacturers, these systems allow for shared, real-time access to information that is valuable to the salesperson, marketing manager, warehouse chief, finance officer and executive.

Food and Beverage

Sound supply chain management is at the core of any successful food or beverage company. While these functions traditional reside within ERP solutions, a CRM integration provides even more opportunities for efficiency.

With tight margins, fierce competition and changing consumer tastes, efficiency is paramount. By integrating the customer relationship insights with operational details, food and beverage companies are able to leverage the three interconnected supply chain components – suppliers, stores/restaurants and customers.

Here are three benefits for food and beverage companies when their CRM and ERP solutions are integrated:

  • Lower operational costs. CRM tools help provide insights and ordering patterns that can improve ordering and inventory management, resulting in lower storage and spoilage costs.
  • Customer segmentation. Targeted sales by customer segments allow for optimized ordering based on demand, relevance and location. Segmentation also allows for better analysis of customer profitability, based on logistical and operational costs. Customer analysis helps finance, sales and operations teams to identify and distinguish between stable, regular business and variable or unpredictable customers.
  • Seasonality. Identifying ordering patterns allows for sales and procurement employees to track, predict and anticipate seasonal variances in demand.

Cannabis

With cannabis and CBD companies emerging and growing as more states approve medicinal and recreational use, businesses in this fledgling industry are seeking solutions. There is a critical need to manage the operational and customer sides, not only for better efficiency and profitability, but also to meet the scrutiny of law enforcement and regulatory agencies at the state and local level.

Cannabis companies need to track and access industry-unique data, such as the costs of materials and energy, growth rates, potency levels and cross-strain breeding attempts.

Integrating this information with customer demand, buying patterns and demographic data helps cannabis companies provide products that are most in demand and most profitable. Pricing, resource allocation and purchasing all benefit from a blending of customer and production data.

How to combine

Combining these two complex business solutions to maximize the potential of an integrated approach is a complex undertaking. Whether buying new solutions or integrating new ones, careful planning needs to happen. Among the key steps are:

  • Determining whether the integration is unidirectional or bidirectional
  • Identifying data and modules to integrate
  • Unifying headers, labels, tags and data formats
  • Mapping data and interfaces
  • Assessing existing and future reporting needs
  • Focusing on user experience
  • Training users

To manage the many complexities involved in developing a cogent integration strategy, companies turn to NexTec. Our integration specialists have extensive knowledge of the providers, solutions and features available and the expertise to deliver a seamless integration experience.

Take a free tour of Sage Enterprise Management to learn more about NexTec and ERP/CRM integration.

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.

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.

Salesforce Foundations

By | CRM, Salesforce | No Comments

Salesforce Foundations

The key to getting a solid, quick start in CRM is having a firm foundation.

Manage your sales. Not your technology.

Grow your business and connect with your customers with the world’s #1 CRM platform.
Salesforce Foundations makes it easy to get started so your business could focus on the things that matter most.

Assign leads, manage opportunities and track your sales pipeline.

Easily manage your leads and opportunities and close more sales.

See the progress towards your sales goals with reports and dashboards.

Salesforce Foundations benefits

CRM icon

Get a complete view of prospects and customers

Salesforce gives you a 360-degree view of your current and potential customers. You’ll be able to see and track interactions and communications, helping your close more sales and increase customer satisfaction.

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Boost your company’s productivity

You can access Salesforce on any device, whether it’s your office computer or mobile phone. You can log calls, track your leads or check your dashboards no matter where you are.

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Make insightful decisions

Get real-time data on how your business is performing. Reports and dashboards can be accessed anywhere on any device. This means your whole team can stay more on top of your business.

How does it work?

With Salesforce Foundations, you can be up and running in 2 weeks. Watch the video to learn how.

Ready to get started with Salesforce Foundations?

NexTec Group works with companies to select, implement, and leverage leading CRM solutions to deliver on the benefits and efficiencies this powerful technology promises. Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support.

Contact us to learn more.

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Thank you! – Downtown Seattle Association Case Study

By | Case Studies, CRM | No Comments

Thanks for getting in touch

Here’s your copy of the Downtown Seattle Association 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.

Thank you! – 9 Steps to an Effective CRM Strategy

By | CRM | No Comments

Thanks for getting in touch

Here’s your copy of 9 Steps to an Effective CRM Strategy.

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.

Salesforce

By | CRM, Salesforce | No Comments

Grow faster with Salesforce

Empower your sales and support teams with the
#1 Customer Relationship Software (CRM)

Grow your business. Not your complexity.

With the #1 CRM for Sales and Customer Service, you can close more deals and increase customer satisfaction. Salesforce is a cloud-based service that is accessible from anywhere, anytime, on virtually any device.

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Salesforce Sales product overview

Sales

Close more deals

With Account, Contact and Opportunity Management, have a complete view on your current and potential customers, with interactions and communications tracked along the way.

Get more leads

Lead Management allows you to track your leads from click to close, helping you make smarter decisions on where to invest your marketing dollars.

Accelerate productivity

You can access Salesforce from your mobile device, allowing you to log calls, respond to leads and check dashboards no matter where you are.

Make insightful decisions

Reports and dashboards make it easy to get an real-time picture of your business and dig deeper into your analytics.

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Service

Deliver smarter service

With a 360-degree view of every customer, you can resolve issues across any channel and increase customer satisfaction.

Innovate faster

Salesforce scales as your grow and keeps up with the latest innovations, like AI, IoT and more.

Customize your system

Set up workflows, automate business processes and maximize your agents’ productivity by customizing their console.

Keep your data safe

Salesforce’s robust and secure architecture is trusted by companies around the world.

Are you just getting started with CRM?

Salesforce Foundations is a fast and easy way to get started with the #1 CRM for Sales and Customer Service. Together, we’ll look at the out-of-the-box solution and customize it based on your company’s needs.

Learn more about Salesforce Foundations by clicking the button below.

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Are you ready to get started with Salesforce?

NexTec Group works with companies to select, implement, and leverage leading CRM solutions to deliver on the benefits and efficiencies this powerful technology promises. Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support.

Contact us to learn more.

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