Epicor Kinetic Implementation: What It Involves and How to Choose a Partner
What the business decides before kickoff, and how to judge a partner.
Blog
Our latest thoughts on all things CRM and ERP
Epicor 10 to Kinetic Upgrade: What the Project Actually Involves
What carries over, and what does not.
Choosing a CRM for Microsoft Dynamics 365 Business Central
What Business Central includes, where it stops, and how to decide if your operation needs more
Choosing a CRM for Sage Intacct: Three Ways to Connect Sales and Finance
Three integration routes, what each one syncs, and how to pick the right one.
The FFL Bound Book for Manufacturers: Keeping ATF Records and Your ERP in Sync
Connecting acquisition and disposition records to the systems that run the plant.
White Space Analysis for Manufacturers and Distributors
Find the Revenue Already Inside Your Accounts
Medical Device ERP vs CRM: What Each System Owns
A boundary guide for device manufacturers choosing between, or running, an ERP and a CRM.
When Account Knowledge Lives in One Rep's Head
A practical guide for distributors whose customer context has to survive a rep transition.
Should You Use the CRM That Came With Your ERP?
A practical decision guide for manufacturers who already have customer data in their ERP.