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9 Fundamental Email Concepts for the B2B Marketer

Information overload is a real thing in today’s connected, digital, social world. Blog posts shout the latest and greatest must-dos and should-haves.  Don’t let the deluge of expert advice intimidate you.  Many B2B marketers only need the basics to get started with a functional B2B email marketing program for their organization. Based on our experience … Continued

The Value of Inventory Traceability  

As an ERP and business consultant, I am often asked about the value of and need for inventory traceability. Inventory traceability is the ability to trace products and materials through the supply chain. For manufacturers, this feature is of particular concern. Manufacturers need the ability to trace the components and materials used in their finish products back to the source from which they came.   The Cost of Inventory Traceability  Inventory traceability is often based on … Continued

Are Lead Sources the Trick (not Treat) to Your Halloween? 

I can’t seem to track our marketing lead sources once I hand them over to sales. I don’t know if our marketing leads result in closed-won business in the CRM. How do we maintain lead sources throughout time in the CRM?  What is best practice when it comes to lead source attribution and reporting?   Do any of these … Continued

Salesforce Winter ’19 release

The Salesforce Winter ’19 Release is here and there are plenty of exciting features to take advantage of. Here are a few of our favorite new functionalities to help your organization drive stronger customer experiences and relationships. Salesforce has added a feature that allows users to switch back and forth between two views: comfy and … Continued

Does your Managed Service Provider (MSP) need a SOC certification?

Why your Managed Service Provider (MSP) should be SOC certified Managed Service Providers (MSP’s) are responsible for maintaining your company’s hardware, software and network infrastructure.  However, they are not all the same. How do you know if your provider has the right processes in place to reliably support your organization’s operations AND keep your data secure? What are the characteristics of a good service … Continued

Inventory Accuracy

Inventory Accuracy is the relationship of physical inventory compared to stated inventory.  To put in the simplest terms: “Do I actually have what my systems tell me I have?”  Inventory accuracy can be managed using spreadsheets or in any system with a method of tracking and monitoring inventory levels.    Inventory accuracy is crucial in any industry and affects the day to day operations of the … Continued

Maximize Growth and Efficiency In Your Organization with ERP

In today’s business world, companies are driven by the need to make quick, well-informed decisions.  All levels of the organization rely on high quality, readily available data. A good ERP system can provide the data needed to make those decisions and optimize operations, sales, and supply chain functions and maximize efficiency, growth, and profitability.  The selection of an ERP system is a substantial and … Continued

3 Ways That Salesforce Will Completely Change The Way You Do Sales

Better data, better leads If you are in sales or marketing, you know what it’s like to sift through a generated leads list with hundreds of company names, contacts, emails and phone numbers. When and how were these prospects contacted? What is the next activity? More importantly, is the data correct? Fortunately, Salesforce makes data … Continued

Salesforce Benefits for Medium Sized Businesses

Your business is growing. But what can you do to take it to the next level? Many business owners are turning to Salesforce to help facilitate the processes necessary for sustained growth. Why Salesforce?      Track Performance  Small and medium business owners tend to be immersed in every aspect of their organization and are usually keenly aware of what is going on in the … Continued

How To Avoid Ransomware Attacks (Before It’s Too Late!)

Until recently, “ransomware” was a technology buzzword that you may have encountered online or heard your IT staff discuss around the water cooler.  Unfortunately today, it is not just IT lingo, but instead, a serious threat to businesses around the world. According to Cybersecurity Ventures, it is estimated that ransomware attacks will cost $8 billion in 2018 and up to $11.5 billion in 2019.  And, ransomware attacks on businesses are … Continued