Customer Support

Debunking 8 Non-Profit Myths

Knowledge of non-profits and their operations is widely misunderstood across the globe despite easy access to information. If you get to ask around randomly, you’d be surprised by some of the things people have to say about non-profits. Some believe that all non-profit employees aren’t paid, while others think the organizations don’t make a profit.

Supporter, Donor, and Volunteer Management for Nonprofits

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

Automating Non-Profit Financial Reporting

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

Life After QuickBooks

Many small businesses find QuickBooks the best way to handle the organization’s financial obligations as it is easy to use and effective. However, the solution might be unable to keep up with your current business demands due to emerging limitations and compromises. But where do you go from QuickBooks? The best approach to getting your

How to Effectively Oversee Discreet Manufacturing Operations

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

Controlling Costs and Reducing Food Manufacturing Waste

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

What to Do Next with Salesforce and Quickbooks Online

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.

How to Maximize Salesforce and Quickbooks Online

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,

Powering Your Customer Portal with ERP

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

Using Virtual Support to Reduce In-Person Field Service Visits

You can significantly reduce in-person field visits by introducing an effective Cloud solution that leverages enterprise resource planning (ERP) and customer resource management (CRM). Features like video and self-service support scheduling help simplify significant roles in every organization. Read on to learn how to use virtual support to reduce in-person field visits in your business. Digital Scheduling

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