Patricia Zhuo

Supporter, Donor, and Volunteer Management for Nonprofits

Manufacturing / By /

Running a nonprofit requires effectively managing several stakeholders, from donors to volunteers. Automation is the best approach to coordinate and manage all these parties while maximizing effectiveness and efficiency. You can integrate GoldFinch ERP, Salesforce, and Xledger into your nonprofit to streamline internal operations and stakeholder management. Here is more on how the three platforms […]

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Automating Non-Profit Financial Reporting

Manufacturing / By /

Non-profits are famous for their dedication to making the world better using passionate and committed staff. However, they can only do so much with limited resources and recurring challenges. One practical approach to streamlining operations in a non-profit is automating critical functions like financial reporting. This article explains the perks of financial reporting automation and

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How to Effectively Oversee Discreet Manufacturing Operations

Manufacturing / By /

Efficiency is a significant aspect for all companies dealing with discrete manufacturing. Having efficient operations in your firm will guarantee satisfied customers, faster turnarounds, and increased productivity. One of the discrete manufacturers’ best approaches to driving efficiency at every turn is using an enterprise resource planning solution. Instead of using generic software tools for your

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Controlling Costs and Reducing Food Manufacturing Waste

Food and Beverage / By /

Waste is inevitable in manufacturing and can only be minimized by implementing strategic approaches. According to data, one-third of the global food produced, approximately 1.3 billion metric tons doesn’t reach the final consumer. Implementing an ERP into your food manufacturing process will effectively reduce waste and help control costs. Here is how to use practical

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What to Do Next with Salesforce and Quickbooks Online

Manufacturing / By /

Quickbooks and Salesforce are valuable resources for manufacturing firms as they play significant roles in streamlining operations. Quickbooks focuses on managing sales and expenses while keeping track of daily transactions. On the other hand, Salesforce focuses on managing customer relationships and engagements. Integrating the two gives your business more leverage when managing your necessary activities.

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How to Maximize Salesforce and Quickbooks Online

Manufacturing / By /

Quickbooks is cloud-based accounting software, while Salesforce focuses on customer relationship management. Integrating the two provides visibility into your business operations and offers valuable insight into where to improve. They work together to seamlessly share data between accounting and sales, from sales orders and invoicing to customer information. Adding an ERP, or enterprise resource planning,

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Powering Your Customer Portal with ERP

Manufacturing / By /

The modern customer wants a shopping experience where they can help themselves. Recent research shows that over 69% of customers prefer solving their issues alone without involving the company’s online resources. To achieve such a system, your business needs a customer portal to help manage customer and client relationships. A practical approach to realizing the

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Catch Weight Product Processing with ERP

Food and Beverage / By /

Catch weight is a standard term in the food and beverage industry mainly because of the challenges the concept presents. The nature of meat, seafood, and poultry makes managing catch weight in your processing an uphill task. Luckily, ERPs like GoldFinch provide a practical solution to tracking and managing catch weight items. Read on to

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Empowering Custom Product Configurations with ERP

Manufacturing / By /

Most manufacturing companies with different custom products use product configuration software to streamline processes. Firms use this tool to help customers find and implement compatible configurations. It also proves valuable in reducing errors, simplifying visualizations, and optimizing quotations and pricing. The product configurator software is often part of your CPQ platform. However, you can also

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