Business Analysis: On-site Consulting, Not an Order Taker
Other hosted ERP and CRM providers leave out the most important part of making a major business change: The On-site Business Analysis with an experienced local partner who works to understand your business.
Implementing a company-wide accounting, CRM or warehouse management system involves nearly every employee and every workflow process in your company. This is definitely not one change you want to make without Certified Consultants analyzing where major improvements in efficiency, automation, reporting, and processes can be found in your business.
A sales rep on the end of a toll-free number knows or cares little about the success of your business after you sign up for the service. Our nationwide network of Certified Consultants visits your company, digs deep into internal processes, needs and goals, then recommends the right solution for you.
An On-site Analysis Identifies Areas for Improvement in:
- Inventory Control Issues
- Duplicate Data Entry Throughout the Sales and Fulfillment Process
- Pick, Pack and Ship Process
- Service Ticket Tracking
- Lack of Centralized Customer Data
- Front and Back Office Integration
- Customer Management and Billing
- Multiple Price Tiers and Multiple Warehouse Inventory Tracking
- E-commerce Integration and Automation
- Salesforce and Marketing Automation
- Customer Contract Tracking
Data Conversion: Precious Data Preservation
Integrating historical customer data, company financials, and other valuable company data with your new ERP or CRM application is a service our partners excel at. By first configuring the new applications to suit your needs, they can properly map historical data to best meet future demands. These are tasks best accomplished at a database level with experts, not Excel spreadsheets.
Preserving everything you've worked for in the past and integrating it into your new ERP or CRM system also ensures more reliable analysis of sales trends, customer order history and shipping records. Without this data intact, future trend analysis provides little guidance for future decisions.
Implementation: Customization, Training, and Go Live
Tailored to Your Needs
By working with a local partner, their initial Business Analysis uncovers if, and how, the application should be customized to meet your specific business needs. Your partner is experienced in the process of customizing the application to include specific modules, custom fields, custom workflows and processes, and application integration such as a legacy internal system.
Training is Critical to Long-term Success
Putting new a new CRM or ERP system in place clearly affects most employees within your business. By spending more time up front training your staff on the new system's operation and workflow, your business more quickly realizes gains in productivity and efficiency. Without adequate training, your employees are not comfortable using the application, which means avoidable issues, order delays and reduced ROI for the entire project.
Go Live
Well before the big day, your ERP and/or CRM system will be in a test environment where any customizations and modifications are thoroughly tested by your partner. In addition he/she may also use this environment to do perform training either on-site or remotely. Once you and your staff are comfortable with how your business will function on your new system, your partner will take you live.
Throughout your Go Live, your partner is there to answer any questions that may arise. It's this close partnership that leads to your company's successful implementation of the system.
Ongoing Support and Training: On-site or Remote
During this process you've built a relationship with a partner who understands your ERP and CRM applications and your business. Your local partner may also provide local application support or may recommend that your application support be provided directly from Sage Software. Whichever the case, your partner will assist with any issues with your myownasp.com portal.
