A customer messages on WhatsApp and gets an answer half an hour later, then the thread disappears into the rest of the inbox. Another customer asks the same que…
6 min read
Choosing CRM and ERP requires more than a feature list. Consider sales processes, everyday team use and existing-data migration. Read from identifying the need and comparing systems through adoption and integrations.
A customer messages on WhatsApp and gets an answer half an hour later, then the thread disappears into the rest of the inbox. Another customer asks the same que…
Three months ago the CRM went live. Everyone got trained, the pipeline stages were set up, the deal cards were ready. Open it today and most stages sit empty, t…
Someone — a consultant, a software vendor, or a friend running a bigger company — told you it's time to move to ERP. Now there's a proposal on the desk with a d…
One consultant tells you to get a CRM. Another tells you it should be an ERP. You end up choosing without really knowing what either one does, and the outcome i…
An order lands on the website, and then someone opens the accounting program and retypes it by hand — product name, quantity, price, the customer's details. At…
A customer finds a product on your site, adds it to the cart, confirms the order, and the card gets charged. A few hours later the phone rings: "Sorry, that ite…
The CRM is bought, the board is open, the columns are in place. It looks like a system. A month in, the sales manager pulls up the report and finds twelve of fi…
Almost every customer list starts life in a spreadsheet, because it's already there and it costs nothing. For the first twenty or thirty customers that's more t…
Once a "Pay by card" button goes live on the site, most business owners consider the job done — money comes in, orders appear, so the integration must be workin…
The order is placed, the payment has gone through, and then it goes quiet. The last thing the customer sees on your site is “order received” — no idea where the…