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Everything needs a check-up now and then and your ERP and CRM systems are no exception. In fact considering that they are the backbone and the driving force of your organisation, working 24/7 and used by hundreds of people 365 days of the year, you need to keep them in top working order. Here’s what you need to know to upgrade to Dynamics 365.

Through the life cycle of an ERP system you go through 5 phases: Initial – Repeatable – Defined – Managed – Optimized. You should be optimized by year 5 of owning a business system and if you are not you need to ask yourself some critical questions.

  • What is the value your current ERP is providing and can it match the value of a new ERP system?
  • Is your business less competitive or being held back by your legacy ERP system?
  • What are the risks to our enterprise systems and business with our current ERP in place?
  • What factors should be first considered in moving forward with a new or upgraded ERP?
  • How is our approximate cost calculated?

For your CRM system there are new tools coming out everyday to ensure that you can continue to mine your existing database, while generating new leads. With improvements in automation, and managing relationships you need to ask:

  • Are your reps responding to RFQs fast enough?
  • Is your system allowing you to create and send quotes, and follow up with customers in a timely manner?
  • Do you have the reporting tools available to know where to dedicate your resources?
  • Do you have the insights into what sales you’re missing out on?

If you are not satisfied with the ability of your ERP or CRM software to meet your company’s needs and want a benchmark to the industry and usage of other companies in the GTA. Please come to our webinar where we will showcase Microsoft Dynamics NAV 2017.

The topics include

  • Microsoft’s deep integration to Office
  • Management Reporting in 2017
  • How to configure the software to your company’s needs
  • App’s that save you time and money
  • Typically what people get up and running first, second and third.

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