Hanna Kim
Sales Forecasting and Analysis for Microsoft Dynamics CRM and Salesforce

This article discusses tools that will impact forecasting and analyses for Microsoft Dynamics CRM and Salesforce users.

Photo taken from Shutterstock.

Photo taken from Shutterstock.

If your organization has a sales and marketing team, and your organization wants to show your customers that they are a priority, a customer relationship management (CRM) software is probably a good thing to invest in. If you are not familiar with CRM, let me give you a brief overview of it, as well as examples of how CRM can benefit your company.

Continue reading

Matthew Felzke
Automated Reporting and Budgeting for SAP Business One

Automating Business Intelligence (BI) processes, such as reporting and budgeting, increases the value of your investment in a modern tool.  This article discusses today’s automation options for SAP Business One.

Reporting and budgeting are popular article topics for SAP Business One users, whether it is in print, on social media, or blogs.  On this blog, I have covered reporting and budgeting, zooming in on options for SAP B1.  At this point, you probably think that writers of these articles assume that all you do in your role is build financial reports and manage budgets – and spend the rest of the time reading about these processes.  If you feel this way, I get that.

Continue reading