REVOPS INSIGHTS

Playbooks & Frameworks.

ERP

SaaS, Cloud-Hosted, and On-Site ERP: Which one is Right for You?

When it comes to an ERP, there are a variety of choices, and while on-site ERP used to be the go-to for most companies, that has changed with the increase in availability of cloud computing and Software as a Service (SaaS) options. But how do you decide which one is right for your business? It […]

Apr 18, 2019 5 min read

CRM

How to Drive Revenue with Your CRM

Why do you adopt any kind of business software? To be more efficient and profitable, yes. That also involves serving your customer the best you possibly can. So when it comes to business process automation and adopting a CRM, it is no different. However, your CRM can drive revenue for you. This can be a […]

Apr 16, 2019 5 min read

ERP

Outgrowing QuickBooks: The When of an ERP

It’s something that business owners say all the time: “We’re fine with what we are doing now. We don’t need an ERP. Yet.” However, in many cases, employees and finance professionals may seriously disagree. It’s a balancing act, but how do you know when your business has outgrown QuickBooks and when you need to move […]

Apr 11, 2019 5 min read

CRM

How to Convert Haters into Likers with a Custom CRM

When it comes to process automation and the data we gather into our CRM, applying it becomes the tricky part. There comes a point when too much automation it too much, and when over-personalization can get just a bit creepy. This can result in haters rather than likers. So how do you convert these haters […]

Apr 9, 2019 5 min read

ERP

How Long Does ERP Implementation Take?

The most common question about ERP implementation besides “How much?” is “How long will it take?” This is largely based on the business principle that time is money, and while this is true, the answer in this case is not as cut and dried. The reason? An ERP implementation can take from six months to […]

Apr 4, 2019 4 min read

ERP

People and Process: A Guide to Change Management

When it comes to IT changes for your company, it is about more than just your computer systems and technology, and the efficiencies they will create and the processes they will improve. It is also about the people who work for you. While they may often benefit from the changes you are making, there can […]

Apr 2, 2019 6 min read

Automation

7 Predictions about the Future of ERP: Business Process Improvement to Empower Growth

The keys to business growth in today’s markets are quite simple. There are three of them. You build a custom solution based on what your company needs, you use those solutions to automate processes, and then you scale your company. It sounds simple, but there are some complexities involved. ERP implementations are becoming more common, […]

Mar 29, 2019 5 min read

CRM

Managing Your Customer’s Information: What, Where, How, and Why

Your CRM software is critical to your business success. Why? Because it is all about your customers and the relationship you create with them. With that relationship comes a certain responsibility also, one to protect your customer’s information, essentially any personal details you gather about them. How you manage that information is also vital. Just […]

Mar 26, 2019 4 min read

CRM

CRM and Web Personalization: Keeping the Creepy Factor Out of It

Your CRM gathers a lot of data about your customers, and that’s a good thing, right? It allows you to provide them with a very personalized experience every time they talk to your team and helps you remember things that might otherwise be forgotten. Besides not losing track of connections and requests, a CRM is […]

Mar 21, 2019 6 min read

ERP

Data Migration and ERP: A Guide

Whether you are moving to an enterprise resource planning system (ERP) for the first time or moving from one ERP to the other, you will need to move some data, and the process, while it may seem straightforward, can be a little tricky. Making mistakes can result in duplicated data or duplicated work, lost data, […]

Mar 19, 2019 5 min read

CRM

The Customer in CRM: Getting to Know Your Target Audience

One of the most important aspects of marketing is getting to know your targeted audiences. Even when you first start out, knowing the general audience you are targeting will make your efforts much more effective. The most frequent reason for low conversion rates is poor audience targeting. The good news is that you probably already […]

Mar 15, 2019 6 min read

Automation

Improving Customer Satisfaction through Business Process Automation

Customer satisfaction is one of the top priorities of any business, but when it comes to automation, many are at a loss of how exactly to connect the two. No one wants to talk to a robot when they call in, do they? Turns out, that assumption is somewhat false, depending on the reason for […]

Mar 12, 2019 5 min read