The Resource Group

Switching from Reactive to Proactive

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You can spend your days reacting to changes in customer needs or product trends or you can use your enterprise resource planning (ERP) software and customer relationship management (CRM) software to be more proactive and anticipate these inevitable changes.

Businesses that don’t currently use an integrated business software solution are almost always reacting to customers and changes in business operations.  A customer may call with an order and procurement has to run to the warehouse to see if there is any inventory.  Customers may make last-minute changes in product specifications, which halts the production line and pushes back other customer orders.  Instead of playing the role of a firefighter and putting out fires associated with inevitable changes in business operations, implement an ERP and CRM solution and learn how to anticipate these changes so you can be better prepared.

A comprehensive ERP software solution, like Microsoft Dynamics® GP, offers management of financials, supply chain, inventory, project and services management, human resources and payroll, and other core business functions, as well as provides robust business intelligence and reporting functionality.  Connecting your team with your business processes will introduce new levels of communication and collaboration.  Adding automation – especially with data sharing – will eliminate bottlenecks and streamline projects and production activities.  An integrated solution also reduces the need for double-data entry or taking the time to email or call to share important business information.  Each user can simply go into the ERP solution and look up the data they need to complete their job tasks.  Making it easy to enter and share data, and protecting the integrity of your data, will improve productivity throughout your enterprise.

You can also make a good thing better by combining ERP with a CRM solution, like Microsoft Dynamics® CRM.  This solution will strengthen your ability to provide swift, personalized customer service by getting your sales and marketing teams on the same page as everyone else.  Learn what your customers are buying, in what quantities, and when.  Use this data to identify trends in replenishment orders and be proactive with inventory management.  Instead of reacting to unexpected orders or changes, you can anticipate them and stock up on inventory at better prices when you can buy certain items at reduced fees in bulk.  You also can schedule production more effectively, protecting other customer orders, and reducing the chance for delays or backorders.

Reacting to customer and business situations is ineffective and can be costly.  You can be more proactive with customer needs and internal operations by using a comprehensive ERP and CRM solution.  These solutions can give you the visibility to be ready when inevitable changes occur.  Contact The Resource Group for more information about the ERP and CRM solutions that can help you become more proactive, and less reactive.

By The Resource Group, a Microsoft Dynamics GP Partner out of Washington (

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