A Manufacturer’s Guide to Growing Profitably

This eBook and research identify five key factors that growing manufacturers believe contributed to their business growth last year, and five risks that manufacturers believe may prevent or weaken growth in the following year.

Even if you do your best to try to plan for future growth, there will be surprises along the way . This eBook highlights the importance of being able to plan accurately for growth, and suggests areas of your business that you can critique to assess your ability to effectively plan for growth . It also identifies the risk factors and consequences that manufacturers who don’t plan for growth leave themselves open to .

The eBook concludes that, whether addressing risk factors or embracing growth factors, it’s their IT systems that will make or break manufacturers’ growth ambitions . With the right IT in place, they’ll be able to make better and faster decisions, helping them provide better and faster service to customers even as they grow, increasing their agility and their profitability .

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How to Perfect Your Sales Process

Designing a sales process before you reach out to your prospects will help you win more sales with less effort. The best sales process will make it easier for leads to make their final buying decision. Plus, the process will suit most of your customers and be scalable as your organization grows.

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Why Leadmaster?

Discover how to get back to work faster, with LeadMaster’s effective and highly efficient CRM platform, designed to help you capture, track, and nurture leads, all to increase sales-conversion and client retention. LeadMaster’s highly customizable features were created with you in mind. Check out this video and learn more about what LeadMaster has to offer!
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How to choose the right CRM (Bonus Сhecklist Included)

These days a CRM isn’t just a luxury — it forms the cornerstone of your entire workflow, helping (or hindering) the effectiveness of your sales process.

That’s why choosing the right customer relationship management solution can feel like a huge undertaking. You’ve got to think about whether the functionality fits the way you work, how to get your team on board and if it’s a worthwhile investment of time and money. Pair that with the fact that there are literally hundreds of CRMs to choose from, and shopping for a CRM can be downright overwhelming.

But don’t put it off. The sooner you find a CRM, the sooner you can start enjoying the perks of a more systematized and transparent sales process. If you follow the tips below, you’ll find that searching for the right CRM can not only be painless, but even enjoyable.

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A Manufacturer’s Guide to Growing Profitably

This eBook and research identify five key factors that growing manufacturers believe contributed to their business growth last year, and five risks that manufacturers believe may prevent or weaken growth in the following year.

Even if you do your best to try to plan for future growth, there will be surprises along the way . This eBook highlights the importance of being able to plan accurately for growth, and suggests areas of your business that you can critique to assess your ability to effectively plan for growth . It also identifies the risk factors and consequences that manufacturers who don’t plan for growth leave themselves open to .

The eBook concludes that, whether addressing risk factors or embracing growth factors, it’s their IT systems that will make or break manufacturers’ growth ambitions . With the right IT in place, they’ll be able to make better and faster decisions, helping them provide better and faster service to customers even as they grow, increasing their agility and their profitability .

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Cloud ERP for Job Shops and Manufacturers

In the face of growing competition and a challenging business climate, many job shops and manufacturers are looking for ways to reduce costs, streamline operations, and improve the bottom line. Implementing enterprise resource planning (ERP) software is a proven solution for running a business efficiently and effectively. Yet, a large percentage of manufacturers have held back from implementing an ERP system due to high initial costs, long implementation times, and competing demands for time and resources.

This paper describes how the Software as a Service (SaaS) model (more commonly known as ‘the cloud’) delivers financial, implementation, and operational benefits to job shops and manufacturers. It also details cloud deployed Epicor ERP meets the needs of job shops and manufacturers. Job shops and manufacturers can leverage Epicor ERP—and cloud technology to ‘punch above their weight’—increasing effectiveness.

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Become a high-growth manufacturer

High-growth companies are powered by people who understand what it takes to get set for growth—individuals with the vision and drive to take their business to the next level. We call these people the Grow Getters.

Grow Getters know what growth looks like for their business and how to achieve it. They invest where it counts and have an integrated enterprise resource planning (ERP) system that gives them the essential visibility and agility needed to act for growth.

Discover the 10 characteristics that set the Grow Getters apart from their competitors…

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6 Ways Your CRM Is Failing You

The modern customer expects a lot — a response within the hour, a personalized buying journey and an account manager who anticipates their wants and needs. It’s no wonder that the demand for customer relationship management tools is growing every year. It gives businesses that competitive edge of getting in there first and really wowing your leads while they’re hot. Nevertheless, a lot of CRMs don’t deliver the dazzling ROI you’re expecting and working with them becomes tedious.

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CRM First: Laying the Groundwork for Outcome Focused AI

Most sales & service organization find themselves with a hodge-podge of different systems, applications and procedures. Every sale, every deal, becomes way too complicated, creating unnecessary delays and errors. They wish they could start all over with a clean sheet of paper and do it right the next time.

Well, welcome to the world of true omnichannel engagement, powered by CaféX and Microsoft Dynamics 365 with Live Assist.

Read Sheila McGee-Smith’s whitepaper on how the leaders in CRM & customer engagement combined forces to make it happen for District M

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Omni-Channel Customer Care: How to Deliver Context-Driven Experiences

Aberdeen research shows that technology tools are among the top factors influencing agents’ ability to meet and exceed customer expectations. Of the tools agents use, agent desktop is arguably the most important one. This report highlights the business value companies observe by optimizing the agent desktop. It’ll also illustrate the key activities and technologies contact centers use to empower agents and help them succeed in creating happy customers.

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Reducing the burden of FOIA

Responding to open records requests comes with the territory when you work for a government agency. Unfortunately, many struggle with compiling and producing the requested information in a timely manner. In this three-part series, Smarsh provides you with knowledge to help reduce the burden of responding to record requests, and to stay compliant with the Freedom of Information Act (FOIA) and state and local open records laws.
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The Public Sector Guide to Text Messaging Policy and Retention

This guide contains practical steps that will help public sector organizations and departments develop a text message policy and retention strategy to protect against the risk involved with use of this popular, universal form of communication. It also outlines some smart text recordkeeping practices so you’ll be better prepared to respond to open records requests or other e-discovery needs when they arise.

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The Public Sector Guide to Social Media Strategy and Policy

Social media can greatly improve communication, deliver constituent services, help optimize processes, and aid response to emergencies within your community. It can also allow public sector organization employees to be more accountable, transparent, and open. Along with the benefits comes increased awareness of security, privacy, and records management challenges on social media.

A solid social media strategy can help your organization and departments connect with the community in an easy, time and cost-effective manner that most people can access. The strategy doesn’t need to be complicated. Whether this is your first time developing a social media strategy, or you already have one in place, remember to keep it simple. Here are a few things to consider while developing or rounding-out your strategy:

  • Available social media tools and capabilities
  • Internal policies and approvals
  • External requirements for preserving records and responding to information requests
  • Your organization’s overall objectives and the needs of the community
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5 Actions to take for an Airtight Mobile Use Strategy in Government

Text messaging is an immediate and simple way of communicating, so many government employees prefer it over email or other traditional methods. However, FOIA laws require all electronic communications used for business to be archived and available for public record requests. It doesn’t matter whether an employee uses his/her personal or government-issued cell phone, both are fair game.

In this guide we’ll show how public sector organizations can build an airtight mobile strategy. Learn about device scenarios, policy creation, mobile device management, and the archiving process.

Read our guide to learn:

  • Device ownership scenarios – advantages and disadvantages
  • Key questions to answer for an airtight policy
  • How to retain & report text message content
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The Financial Advisor’s Guide to Social Media Strategy and Policy

The U.S. Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) recognize social media’s growing role in firms’ marketing and communications strategies, and have provided guidance on extending compliance programs for this dynamic channel.

This guide contains practical steps that will help you develop a social media strategy and policy that meets social media recordkeeping and supervision regulatory requirements, while gaining maximum business value from your social efforts. With smart compliance practices and supporting technology, you can be prepared to present your social media records and evidence of your supervisory procedures in the event of a regulatory request or exam.

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