Your business is distribution, but increasingly, every business is in the technology industry. In order to build a resilient operation that can withstand pandemics, supply chain disruptions, and whatever else may come along, you need the right technology stack. Historically, enterprise resource planning (ERP) and customer relationship management (CRM) systems have been separate, siloed platforms.…
Every field service provider struggles to maintain cash flow at one time or another. It doesn’t matter whether you’re a small or large company. It doesn’t even really matter whether you’re struggling or profitable. You may have record-high revenue on paper, but if you struggle to get invoices out the door promptly, you may not…
Every field service provider is looking for ways to grow. There are many options for them to explore. They can look to attract new customers through sales and marketing efforts. They can raise their rates, hoping to target premium-tier clientele. They could expand their service offerings to tap into new markets. And, of course, they…
Resource routing and project management are some of the most important capabilities a field service provider needs to possess. This guide explores best practices for coordinating everything from routine calls to complex field service projects. Your bid was successful, the customer accepted your quote, and you secured the contract on a major new project. That’s…
When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
At a glance, the ERP isn’t all that exciting. It’s a central database for the entire business — combining all departments, data, and processes in a single platform. But, the ERP’s “unifying powers” pave the way for business transformation at every level. We’re talking in-depth reporting, advanced financial management, AI-powered everything. We know these “benefits”…
Customers are accustomed to integration at every level. Virtual home assistants connect everything from refrigerators and thermostats to your customers’ phones. They fully expect a smooth technology experience when making purchases from you, including accurate inventory, correct pricing, and up-to-date product information. If that doesn’t happen, your sales and your bottom line will suffer. If…
Customer expectations are changing faster than at any other time in history. COVID, new mobile technology, and underlying social trends affecting how we work all play a role in what field service customers want today. Their experience with your employees and the service you offer can make or break your company’s future. Field service providers…
ERPs belong to a rare class of “OG enterprise software.” They date back to the 1960s, (AKA: ancient history for tech), yet somehow, in 2023, they’re still the most important software in the stack. Like any industry veteran, the ERP stays relevant by continuously evolving alongside economic conditions, customer expectations, and the latest tech. Post-COVID,…
If you have multiple silos of customer data—Excel spreadsheets, a marketing database, an e-commerce website, and an accounting system—it’s difficult to get a 360-degree view of customers. You spend endless hours trying to identify buying habits so you can target customer segments with specific messaging. Think about the time you spend in a day, a…
