Salesforce CRM

How to Manage Complex Projects with Enterprise Resource Planning

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Managing projects is not an easy challenge. It requires a project manager with a good vision and an accurate understanding of the skills, resources, and processes necessary for completion. Keeping track of all these elements may prove overwhelming, especially with complex projects that involve multiple work orders. Implementing an Enterprise Resource Planning or ERP solution […]

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6 Ways to Improve Your Nonprofit

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If you are unfamiliar with the charity and nonprofit sectors, you might assume these companies do not require investing in technological solutions. However, the functions performed by nonprofits are similar to for-profit businesses. It makes it crucial for these organizations to find the ideal solutions to streamline their operations and achieve their objectives. Enterprise Resource

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Integrating Salesforce CPQ into your Business

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Salesforce CPQ helps companies generate order quotes quickly and accurately. CPQ follows specific rules when automating quotes to achieve error-free pricing. Integrating the software into an effective ERP will streamline quote generation and increase accuracy. GoldFinch ERP fully integrates with Salesforce CPQ. Implementing this configuration in your teams adds value to your organization. The ERP

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Expanding Field Service Lightning

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Modern companies invest heavily in digitalizing their internal processes by adopting tools to facilitate task tracking, control, and validation. One outstanding tool that significantly helps streamline your mobile services is the Field Service Lightning offering from Salesforce. Field Service Lightning (FSL) promotes productivity by helping your team handle all customer data and records on one

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Controlling Mobile Inventory for your Utility

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Field workers for utility companies understand their work requires them always to expect the unexpected. Each call they get has a wide range of possibilities and even more potential solutions. It makes it critical for utility companies to stock their fleet vehicles with the right tools and equipment for maximum flexibility and fast responsiveness. The

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A CRM Alone is Not Enough

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ERP and CRM are two products that benefit organizations significantly. As much as enterprise resource planning and customer relationship management work well on their own, you can only achieve their full potential through integration. The current environment business owners are experiencing is complex, with many considerations. They feel pressured to respond fast to ensure their

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Using Virtual Support to Reduce In-Person Field Service Visits

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Thanks to technological advancements, companies can use virtual support services to streamline operations. The reality of running and managing a firm gradually shifts to a seamless and effortless responsibility. 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

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Securing Your Data with ERP

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A significant percentage of small businesses find themselves struggling to meet client demands. Managing and growing your business can be challenging, but you streamline your operations by implementing an ERP system. There are dozens of perks related to integrating an effective ERP system into your operation, including data security benefits. A cloud-based ERP system significantly

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ERP Is Your Business Health Monitor

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The digital transformation witnessed in business is significant and spreads across all functions. Companies find tools like Enterprise Resource Planning crucial in their operations. There are many upsides associated with implementing an effective ERP system, and monitoring your business health is one. Here is how ERP is your business health monitor and how you can

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