Archive for CRM

Salesforce Tip of the Week: Creating Custom List Views

Salesforce Tip of the Week: Creating Custom List ViewsThis Salesforce CRM tip of the week is brought to you as part of our Digital Business Series. Our team of Salesforce experts are sharing tips and tricks to make your Salesforce experience even better. This week, we are focusing on creating custom list views within your Salesforce system.

Want to receive a notification each time we release a new ERP or CRM tip? Fill out the form located at the bottom of this page to register for our tips & user groups.

Creating Custom List Views in Salesforce:

Join the CRM User Group:



Posted in: CRM, Salesforce

Leave a Comment (0) →

Join the Virtual Acumatica User Group

Join the virtual Acumatica User Group, get plugged in!Are you interested in getting plugged-in to the Acumatica community? Join our Virtual Acumatica User Group and connect with Acumatica experts – and your peers – and learn more about the latest developments in the Acumatica world, learn helpful everyday ways to get more out of your Acumatica ERP and CRM system, watch product demonstrations, hear customer success stories, and participate in Q&A’s and chats.

The Virtual Acumatica User Group: What to Expect 

These meetings will last approximately one hour, with about 45 minutes of presentation material and 15 minutes for open questions and answers. Our goal is to provide a forum for you to:

  • Make smarter decisions
  • Meet your Acumatica peers
  • Get your questions answered
  • Elicit your feedback on various topics

Twice per quarter, our Acumatica experts lead a fast-paced, informative, and interactive forum broken down into two topics:  ERP and CRM. Interested in getting involved in the Acumatica Virtual User Group? Register for the Acumatica user group by submitting the form below.

Join the Virtual Acumatica User Group Today:



Posted in: Acumatica, CRM, ERP

Leave a Comment (0) →

The Power of the Integrated CRM System

For small and midsized businesses (SMBs), the challenge of choosing an affordable CRM (Customer Relationship Management) solution that supports their goals of keeping existing customers and attracting new ones – while also growing revenue – is no small feat. The task, however, isn’t limited to just evaluating CRM software – Savvy business owners seek out an integrated CRM system that is designed to work with financials “out of the box”.

In a recent SMB Group study, Integrated Business Solutions: Helping SMBs Keep Pace with Customers, the analysts address this exact issue. “Integration is essential to helping SMBs reap the full business process value of new applications—and to gain a unified, consistent view of the company. Having integrated customer data—across CRM and financials systems—helps SMBs do more with less.”

Create a better customer experience by combining your customer data in an integrated crm system

Keep Customers Happy & Grow Revenue with an Integrated CRM System

Integrating your CRM system with your ERP data allows you to manage your customer information from a consolidated, single location providing users with a 360-degree, real-time view.

Combining CRM data with your back-office financial data empowers your entire team from sales to customer service with customer-centric, analytical, data.

Integrated ERP and CRM, such Acumatica CRM, provides users with a positive, user-friendly experience and many other benefits including:
• Consistent, modern look and feel across all applications due to the single user interface (UI)
• Integrated financials, marketing, sales and service
• Complete data sharing between the two systems allowing the customer’s journey to be documented from the beginning to end along with eliminating duplicate data entry tasks
• Employees and customers receive real-time information at the push of a button; service reps can quickly and efficiently provide status, inventory levels, shipments, order history, and more while customers have access to their own Customer Self-Service Portal
• Sales managers receive a 360-degree view into the customer lifecycle and the sales process along with improved analytics and the ability to detect trends (and more), all in real time

… And to think with all of these benefits, some business owners still rely on excel or Outlook contacts to serve as their CRM system…
Keeping pace with proactive measures

Will an integrated CRM system help you keep pace with your customers?

It’s critical to have the ability to respond rapidly to customers’ requests throughout the sales cycle – from the initial contact, through sales and fulfillment, billing, and after-sale service requests. Check out this study from SMB Group to see how a single-source, integrated CRM system provides a clear and accurate picture of every transaction will not only provide exceptional customer service but also drive your business to the next level.

check out an integrated crm system!

Posted in: CRM

Leave a Comment (0) →

Strategies Group Recognized as Registered Salesforce Partner

salesforce registered partnerStrategies Group, a consulting and technology partner specializing in the construction, distribution, manufacturing, eCommerce and field service markets, is officially a Registered Salesforce Partner.

This designation marks an important milestone for Strategies Group and demonstrates a commitment to helping clients enhance their customer experience by leveraging the power of the Salesforce cloud.

Strategies Group will help customers navigate the Salesforce ecosystem by offering:

  • US-based Salesforce experts available for one-time custom projects or on-going engagements
  • Affordable pricing focused on helping clients maintain their Salesforce system without adding full-time resources
  • Knowledgeable CRM consultants with proven industry expertise

“As a New Salesforce Partner, we bring over 20 years of experience in CRM Systems with us as well as our knowledge of manufacturing, distribution and construction verticals,” said Daniel Collins, CRM Consultant. “We will continue to strive for excellence in all engagements with our clients as we work to find solutions to make the client’s business process more efficient and their data more actionable. Our clients will find our team is able to provide innovative solutions to their day to day business challenges via Salesforce’s technology.”

Do more with your Salesforce system. See how Strategies Group’s Salesforce consulting services can help you optimize your CRM system.

team up with a registered salesforce consultant

Posted in: CRM, Salesforce

Leave a Comment (0) →

Features vs. Future: Develop a Roadmap for Long-Term Success

Business savvy entrepreneurs continually achieve success through unremitting hard work, training, skill-building and practice in order to stay on top of their game. The same should hold true for your critical business tools like your ERP or CRM system. Getting these systems implemented and your staff trained are just the first steps in an ongoing effort to remain ahead of your competition. Here are three areas that you – and your software vendor – must focus on in order to remain competitive in the market over the long-term.

Plan for the future

Is your current ERP or CRM software vendor committed to delivering on product updates and enhancements throughout the year? When is the last time you looked at the product roadmap? To ensure a successful future with any business system it is critical for you to understand where the system is heading.

It is easy to fall into a rut and continue using a poorly supported or outdated ERP / CRM system that you and your employees are comfortable with. However, by sticking to your legacy software you’re missing out on cutting-edge features and new functionality that allow you to gain a competitive edge in the market.

Embrace integration

As your business grows, the number of technologies and applications that grow along with your firm continue to expand. Part of your plan for the future should include considering future integrations for your ERP system such as Business Intelligence and employee productivity tools. When your ERP doesn’t effectively communicate with other systems it creates data siloes and laborious manual processes.

Take it to the cloud

For many small- and medium-sized businesses, the move to the cloud is done for obvious business reasons—the first one being lower up-front costs.

But another significant benefit is speed to implementation. A 2014 survey by the industry analyst firm Mint Jutras reported that “respondents with SaaS implementations reached their first go-live milestone 19% faster than those with on-premise solutions”. Both of these benefits are possible because cloud computing eliminates the need for purchasing and installing hardware and software.

Additional long-term benefits of the cloud include:

  • Anywhere, anytime access to information by staff, customers and partners, since all applications are designed to run on mobile devices
  • No staff time required to maintain or upgrade hardware as the company grows
  • Data is safely backed up with a disaster recovery plan

Keep your eye on the prize

Ask to see a “Product Roadmap” of recent updates and future enhancements. How can a vendor help you move forward in the right direction if they themselves cannot move their own product in a positive direction? You should see it as a red flag If it has been a while since any new product enhancements have emerged from a vendor.

The modernization of your ERP or CRM system is really only the first step to optimizing your business processes. With the right training and focus, your business can realize benefits like streamlined operations, improved communications and more efficient workflows that free up your staff to identify and take advantage of new opportunities.

New Call-to-action

Posted in: CRM, ERP

Leave a Comment (0) →

Dollars vs. Deployment: A Look at SAAS vs. On-Premise Solutions

For many small-to-medium sized businesses, SAAS (cloud) deployments have leveled the playing field with larger organizations that have access to greater resources. Think about it. Your project teams can execute complicated projects on-time, within budget. But managing an internal network, updating software and hardware, and troubleshooting issues just is just not in your wheelhouse – nor should it. Furthermore, researching and buying all those computers and other technical devices is a massive non-revenue generating responsibility. This blog will focus on the benefits of SAAS vs. on-premise solutions.

Here are some considerations when evaluating a SAAS vs. on-premise solutions:

Adaptability

Deploying to the cloud means shorter deployment time and lower operating costs. Modern technology should be built on mobile framework, enabling deployment of technology across an entire organization – all while reducing the learning curve for users.

A modern-built ERP solution offers end-users access to more integrations and more tools for users to leverage without deep product specialization.

Continual Improvement

We believe that the commitment to understanding changing industry and technology standards is critical for an ERP. Many software developers are comfortable maintaining the status quo and collecting yearly maintenance and service fees without adding any additional features or functionality.

Our mission is to collaborate with all of our customers and partners in delivering innovative technology that supports your business growth. Add to that acceleration – making it happen in a timely fashion. Stagnation for a company is paramount to closing its doors. Your ERP solution should eliminate stagnation from your vocabulary and your business.

Preparing for Natural Disasters

According to a study from EMC, data loss and downtime cost companies worldwide a massive $1.7 trillion (£1 trillion) in 2014.

Take a minute to think through these questions: Can you continue to do business if there is a hardware failure or if a place you’re hosting your solution goes up in flames? If you do experience a fire, what just happened to all of your data? How quickly can you recover from that? If your system is down for 2-3 days, what kind of business are you losing?  Are you going to be able to give your customers the same level of customer service that you would be able to give them under normal circumstances?

When you subscribe to a SaaS offering, your data is replicated into multiple geo zones. There are regular processes that take place to ensure you can get back up and running immediately, even in the event of a disaster. The data backups that are performed are tested regularly to ensure that the data is recoverable.

Avoiding Ransomware

While small-to-midsized businesses aren’t specifically targeted in ransomware campaigns, they may be more likely to suffer an attack. Frequently, small business IT teams are stretched thin and, in some cases, rely on outdated technology due to budgetary constraints. This is the perfect storm for ransomware vulnerability.

Fundamentally more secure business solutions have evolved over the past decade with an ongoing commitment to stopping ransomware breaches. Yet organizations continue to trust their critical business information to outdated twenty-year-old technology that fails to stand up when measured against the latest security requirements and innovations.

Focus on Security

Data security is critical to the overall health of your organization. Does your IT team currently perform penetration testing or compliance monitoring?

Cloud deployments take advantage of the benefits of Amazon Web Services (AWS). Security at AWS is the highest priority and end-users enjoy the benefit of a data center and network architecture built to meet the requirements of the most security-sensitive organizations.

Learn More about the Benefits of SAAS vs. On-Premise Solutions

Please feel free to reach out to us if you would like to further discuss how technology has changed for the construction industry. Let’s make sure your company is getting the functionality and ongoing commitment to improvement that you are paying for.

New Call-to-action

Posted in: CRM, ERP, Uncategorized

Leave a Comment (0) →