Salesforce centered back-office automation: the Tools, Data and Processes

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Friend or Foe

Citizen Development and Low-code No-code: Marketing Hype or Successful Strategy?

Citizen Development and the use of low-code or no-code platforms are all the rage right now. Cloud software vendors just love to sell you on your entry-level bookkeeper creating an application that saves the Accounting team loads of time and shortens your month-end close in half. Who doesn’t want that? I know I do! Well, […]

The hidden cost of Technical Debt

Everybody knows what “monetary” debt is. We’re all familiar with Credit Cards, Mortgages, Lines of credit, etc. However, there is another type of debt that you’re likely not aware of that is compounding every day and can cause more havoc for your organization than any of the traditional types of debt. It can grow with […]
Increasing Cash Flow

Automated Accounts Receivable – Reduce Errors, Improve Cash Flow and Customer Satisfaction

Let’s see if this sounds familiar. It’s the beginning of the month and you are scrambling around trying to figure out the answers to the following questions: Which customers do we need to bill? What should each customer be billed for? Do these customers have outstanding balances? Do we need to send an outstanding statement […]
Success or Failure Sign

The Importance of Implementation

You’ve done all the research, completed an exhaustive comparison of the features, and settled in on purchasing licenses for some new cloud software. It’s an exciting time. Now all you have to do is implement it into your business and you’re home free. Right? Wrong. Implementation is not an afterthought. Implementation IS where the magic […]

5 tedious back-office functions that can be automated

Rapid growth always leaves key team members in strategic roles spending too much of their time on non-value-add, manual, repetitive processes, having very little time to focus on the critical aspects of their role. Automation can give you the key to start clawing back some of that time, but most teams will remain in the […]

Striking a balance between Cash Flow Management and Automated Vendor Payments

Imagine if you could process all of your accounts payable in 70% less time.  You can, with some of the strategies I am going to outline here.  On average a mid-sized company of around 50 staff, spends on average 40 hours per week paying bills.  If I can show you how to save 70%, that puts 28 hours a week back into your pocket.  Perhaps you experimented with streamlining your accounts payable routines […]

Salesforce: More than just a”CRM”

For those that have been living and breathing Salesforce for many years now, the fact that Salesforce is much more than a “CRM” is something that seems so elementary, but for the rest of the general public, this is simply not the case. Many of you may not have even heard of Salesforce, and likely […]

You’ve paid the price, but not getting the ROI

If you are like many executives we deal with, you drank the Salesforce kool-aid and thought that purchasing Salesforce was going to be the panacea that your company desperately needed to take the next step, improving your sales and customer service processes and running a customer-centric, data-driven organization. While many that go down this path […]

How to choose a CRM

Customer Relationship Management (CRM) software adoption has been on a steady growth path for the last 20 or so years. What once was just a small, overlooked portion of larger ERP systems has begun to overtake ERP as the focal point for organizations in the emerging “age of the customer”. Now, more so than ever, […]

Reporting shouldn’t be this hard

We’ve all been there at some point. There is important information that we need to extract out of our business to make an informed decision on something. We could be trying to figure out if we have the proper production plan and required raw materials to cover our shipments to our customers/distributors for the next […]

How sales forecasting can be used to leverage up the performance of your business

Believe it or not, many SME Manufacturers, or small businesses in general, operate without really investing much effort in creating a sales forecast. Considering the benefits that even having the most minimalistic sales forecast in place can offer these businesses, this is a pretty eye-opening situation. It’s completely understandable how this happens. Many small business […]

Why manufacturers need a CRM

I think I’ve seen nearly all the many innovative and out of the box ways companies come up with to get around using a CRM – I could write an article on it. It begs the question though. Why try and get by without a CRM? That’s not a question I’ll even try to answer […]

Some low hanging fruit mid sized manufacturers can use to lift performance

If you are like me, when you first started really looking into S&OP, you realized very quickly that you were headed towards what felt more like studying to get your PhD versus getting practical advice on how to improve your planning and operations. It’s so easy to get caught up in the various levels of […]

Why you DON’T want the constraint to be in your sales team

In talking with many manufacturing owners over the years, it’s amazing to me how some of the owners put so much of their focus into improving the efficiency of their production capabilities, yet you start talking about how many shifts they are running and you find out they aren’t even close to utilizing their existing […]

Don’t run a sales team without a CRM in place

Do manufacturers need a sales team?

S&OP – Too much theory and BS for SME’s?

Plain English S&OP for SME manufacturers