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This article is inspired by and is compliment of Nicole Laurier, VP of Sales & Marketing at Fisher Technology, read more. The author, Morgan Nimmons is a Marketing Intern at Fisher Technology, read more.

Businesses typically follow procedures to manage and respond to certain activities. These procedures are often fulfilled by the combination of manual processes and management software such as enterprise resource planning (ERP) and customer relationship management (CRM). Though, these methods have their own forms of functionality they are often missing key components that would make certain processes more automated and less manual.

Adding a software tool as a utility belt to improve your business process may be the answer.

Let’s explore the issues that processes without an automated system commonly face.

Issue #1: Missing Functionality in CRM/ERP SoftwarePull_together_sales-leads-customers-1.png

Most CRM and ERP software have alert and workflow capabilities for monitoring specific activities and receiving notifications when certain actions occur. However, when strictly using a CRM or ERP system you are limited to only users within the system having access to this functionality.

Having additional software allows notifications to be sent to individuals outside of the system such as customers, vendors, distributors, stakeholders and anyone else that needs to be informed of a particular situation. With TaskCentre, for example if a prospect requests to receive information through your website, an email alert can be triggered to the salesperson in charge, automatically send a personalized message and reading material to the prospect and update your CRM database without you having to do anything by hand.

Issue # 2: Disconnect Between Key SystemsWarning_signs-man_sitting-1.jpg

Wouldn’t it be great if sales and marketing could link their data together and ultimately eliminate the divide between the two departments? Well, you can by using software to integrate your CRM and Marketing Automation systems. Software integration doesn’t stop with sales and marketing software. In fact, you can integrate any disparate system; examples include, accounting software (ERP) and eCommerce integration, expenses software integration, third Party logistics with ERP, and quotation software with Infor CRM to name a few. 

The benefits of synchronizing your systems will be immediately apparent. By automatically transferring data from one system to another, information is always up-to-date and employees can be on the same page. Improved visibility ensures great customer experience.

Issue #3: Prolonged Manual Processes

Manual business processes involve activities that a company follows and depending on how long and extensive those activities are, it could prove to be very tedious and lead to all sorts of errors, increased costs and loss of revenue.

Business Process Management software will work behind the scenes with your current ERP or CRM software and will function based on the set of rules that the company has formed internally. By eliminating manual, repetitive steps, team members’ time is saved, enabling them to focus on more productive work.

Eliminating any or all of these key problems with your current processes can improve the way a company interacts with its clients and communicates within the business itself.

Do these common process problems sound familiar? Learn more about how TaskCentre can enhance your existing business process.

I want to learn more

Related Resources:

Delivering the untapped capabilities of your CRM Application

Automated Lead Management - TaskCentre as Virtual Assistant

Improve People Engagement by Fixing Failing Business processes

Hey Wake Up!  Your business needs automated alerts, Now!

Advanced Business Alerts and Workflow with TaskCentre for Saleslogix

Automating Website Lead Capture and CRM Contact Record Creation


Topics:   Make your business work smarter Web-based productivity tools Integrated Business TaskCentre

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