BTerrell Group Blog

Turn Your Focus From Paperwork To Customers

Posted by Brian Terrell on Wed, Oct 28, 2015

The importance of taking care of customers has reached a new level in today’s marketplace.  Superior customer service incudes prompt response, accurate delivery of products and services, and personalized attention.  You can’t respond promptly to customer needs when using disparate business systems.  Keep your customers satisfied and generate long-term loyalty by replacing outdated software with modern solutions.    

There are many specialty software systems in the marketplace that can manage accounting, inventory, and other business operations.  However, these individual solutions often create as many problems as they solve.  Disparate software keeps data separated into silos, making it harder to quickly reach it when it’s needed.  In addition, putting data together to develop a holistic view of your business or customers is another challenge.  Piecing together different reports, spreadsheets, and calculating inventory needs, customer needs, or profits takes even more time.  Don’t put your company at risk or frustrate customers because of inefficient business processes. Improve your responsiveness with an integrated enterprise resource planning (ERP) solution.    

Manage all of your business processes from a single, integrated ERP solution including financial and accounting transactions, supply chain and inventory management, manufacturing and distribution operations, and other core business activities.  Many ERP solutions can also be seamlessly integrated with a customer relationship management (CRM) solution, offering greater visibility into customer activities as well as sales and marketing campaigns.  A centralized solution streamlines data-entry and access which makes it even easier to improve responsiveness to changing marketplace conditions and customer demands.

Many robust ERP and CRM solutions include built-in business intelligence features that provide insights based on your existing data.  You can monitor key metrics such as sales orders or inventory counts, for example, and identify trends.  You may discover certain products that are increasing in popularity, have fluctuating seasonal preferences, or trending customer purchases such as replenishment orders.  As a result, you can prepare more accurate inventory forecasts to ensure you have the products your customers want, when they want them, without needlessly overstocking the warehouse. 

Access the business and customer data needed to grow your organization and respond faster to customer demands.  Contact BTerrell Group for more information about turning the focus on your customers with the support of the right ERP and CRM solution.

By Brian Terrell of BTerrell Group, LLP, Intacct and Sage ERP & CRM provider based in Dallas.