November 2017 - Intech

4 signs that tell you to integrate your ERP software and e-commerce portal

Posted on November 29, 2017August 3, 2022 by Intech Systems

Is it becoming difficult to match your sales on your e-commerce portal and those in your ERP? Are you not able to get the real-time picture of the available products on your e-commerce website? Do your assumptions go wrong many-a-times? If you have nodded to every question in positive, then you should think of integrating your e-commerce portal to an ERP software.

Here are four obvious signs that tell you to integrate your ERP software and e-commerce portal:

Your key business metrics are messed up

The businesses which rely on manual data handling with Word and Excel find it difficult to keep up the pace. Either they miss out some things or finds repeated data many times. This makes reporting and decision making tough. Once you integrate your ERP software and e-commerce portal, you will get an all-inclusive view of business operations at any time. You can have the details of customer purchase history and make the necessary improvements in your customer service.

Breakdown due to disparity among the software

Many businesses are still using accounting software and maintaining other functions by their own. When e-commerce businesses follow this trend, they are adding one more issue to their already existing chaos of disintegrated software. An ERP software integrated with your e-commerce portal will make much of your work easier. You have all things integrated – from sales orders to financials to sales and marketing. All your business functions are meant to operate in unison for your business to run smoothly.

Your financial statements don’t match

When your e-commerce platform is working independently from your ERP, there will be many gaps in matching the digits. You will have to spend time in feeding e-commerce data to your ERP to get the analysis. But if these are unified, you will have all the data about sales orders, customers’ buying history, availability of products, etc. right in your ERP. Save on wasting time in doing repetitive tasks and reduce data redundancy by this integration.

No delighted customers

Clearly, when you don’t have enough data of what your customers want, buy or look for, you can’t meet their expectations. This might lead to unavailability of stock, delayed delivery or wrongly suggested products and thus, customer discontent. When all your business data lies in separate places and are disintegrated, such issues are very common. An ERP makes sure you and your staff have access to updated information whenever you need.
The combined power of Microsoft Dynamics ERP and DynamicsCART gives your eCommerce business the agility to respond quickly to changing business needs.
Is it time for your business to make this integration yet? We are here to help!

5 benefits of integrating e-commerce portal and ERP system

Posted on November 22, 2017August 3, 2022 by Intech Systems

E-commerce has changed the way the businesses function and customers purchase. The online stores offer diverse benefits to businesses as well as customers. But maintaining an online store can become a tedious job if not done carefully. Often, businesses have an ERP system and e-commerce platform working separately. Initially, they run smoothly, but once your business grows, they start creating a mess, thus piling up a huge amount of information and missing out on the benefits of seamless operations, as well as enhanced customer experience. Business owners still have unwillingness in adopting this integration because they think it is expensive, complex and advanced. But the benefits you will get after integrating e-commerce portal and ERP system will make these worth.
If you’re still in doubt, consider these 5 benefits of integrating E-commerce portal and ERP system.

Eliminate human involvement and human errors

What if your e-commerce portal can fetch the data from your ERP? This will avoid many data entering errors. With this integration, you can upload the details of item and inventory from ERP to the e-commerce portal. It also automatically transfers the correct information from one department to others, thus reducing human involvement and human errors.

Increase internal productivity

Integrated systems streamline business processes. As mentioned earlier, there is much reduction in human involvement and thus human errors. The data about inventory and orders are available in real time too. Thus, the time consumed in those fulfillment tasks can be used for other productive work. This increases the overall internal efficiency.

Lower operational and inventory costs

Integrating e-commerce portal and ERP system enables you to have all the information about web sales in real time. This allows your consumers to view their latest order status, available inventory, as well as track their order. You can plan your purchase and production accordingly reducing wastage and multiple orders. This will lower the inventory and operational costs to a great extent.

Generate financial reports in ERP

When you integrate e-commerce platform to your ERP, your web transactions will be recorded in your ERP too. E-commerce applications can generate sales reports but this integration allows you to yield many financial reports like profit & loss statement, trial balance, balance sheet, etc. This ensures transparency across the organization.

Increase customer satisfaction

Customers get up-to-date information about products, their orders, and the availability of products. They can also track their shipments. Such ease is possible instantaneously by integrating your e-commerce portal and ERP system. Their experience of shopping will be redefined and so will be their expectation levels.
All-in-all, integrating an e-commerce portal to your ERP is a good deal. You have better control over your business. With all the real-time information just a click away, you have a clearer picture of where your business is heading to. It is beneficial to your employees as well as your customers.
With this changing technology and the age of digital transformation, it is vital that you realize the benefits of such an integration and implement it for the betterment of your business.
Do you think this integration might help your business? We can help you in evaluating its benefits for your business growth.

4 ways how Dynamics 365 for Sales transforms your sales funnel

Posted on November 14, 2017August 3, 2022 by Intech Systems

Every business aims at getting more and more customers and that too repeat clients. But just increasing the numbers is not an ideal goal. Rather aim at closing the good accounts from your prospects list. But how do you deal with the stoppages in closing the deals? How do you ensure that the sales process is quick and efficient? Certainly not with your manual business processes!

Here are four ways how Dynamics 365 for Sales transforms your sales funnel:

Know the source of your lead

It is crucial to know where your leads are coming from. Understanding the pattern and identifying the right ones is equally important. Dynamics 365 for Sales help you create, manage and analyze your marketing campaigns. Monitoring these campaigns answers various questions. Where are your leads from? How did they come to know about you? Which leads are relevant? Dynamics 365 for Sales helps you track the lead status.

Engage your leads in the right way

Once you know the lead source, interest and other details, you will need to keep the right ones engaged. Dynamics 365 for Sales help you create specific campaigns for engagement and nurturing. With the campaign analysis, you know what to pitch next and how to take the lead forward. Stay assured that you won’t waste time on the bad leads. This will increase your efficiency, improve your sales cycle and help close the right deals.

Estimate the deal closure time

When you know the exact status of the leads, you can estimate when will the deal be closed. You can then plan your campaigns accordingly. When nurturing your leads, email is the most valuable tool. Email campaigns keep them engaged. Send them newsletters, reminder mails, offers and discounts to let them consider you whenever they take a decision to buy. Once you know they are ready to buy, schedule the sales call and take it further.

Know the conversion rate

Dynamics 365 for Sales lets you know the sales funnel right from lead generation to deal closure. You can generate customized reports to know how many leads turned into customers and how many are still Opportunities. With such a report, you know where you are lagging and what works.
Conclusively, Dynamics 365 for Sales gives you an insight into your sales funnel and take decisions accordingly. Plus, Dynamics 365 for Sales is a cloud based CRM software. Stay connected, do more from anywhere, anytime.
Do you think your sales and marketing processes need an upgrade? Contact us and know why Dynamics 365 for Sales is the right choice for your business. Book a free demo by dropping and email on sales@intech-systems.com.

7 questions to ask yourself before migrating to Office 365

Posted on November 8, 2017August 3, 2022 by Intech Systems

Businesses are now understanding that cloud adoption will take them a long way. Be it reduction in operational costs or improving security and implementation processes, cloud based solutions make your business flourish. Many businesses are migrating to Office 365 for its exceptional productivity benefits. But implementing new solutions in your organization is a challenging task. With changes in infrastructure or platform, your staff and end users might find it stressful to cope up.
According to Forbes, Cloud computing spending has been growing at 4.5 times the rate of IT spending since 2009 and is expected to grow at better than 6 times the rate of IT spending from 2015 through 2020. Conclusively, the cloud has gone mainstream. Thinking of adopting Office 365 – a cloud business suite? Here are 7 questions to ask yourself before migrating to Office 365.

1. Have you done your homework?

This migration is going to be huge and prominent. Before deciding upon the migration, know the software, your company processes and budget inside out. You have got to know where will your data lie once migrated; is it going to be public or private; who will have the access and many such points. Know the reasons of migrating to cloud. Just because other businesses are adopting cloud, it’s not necessary for you to make a shift abruptly. Every business is different with diverse needs, different goals, different processes and different budgets.

2. Are all the departments involved?

When you are changing the whole infrastructure, it is going to affect the whole organization. Though IT department has a bit more say in such processes, every department should be consulted too. Most migrations fail because they believe technical upgrades and migrations are IT team’s headache. Office 365 is a tool which will be used by everyone in your organization. Make them aware and educate them about your decisions. Legal, technical, IT, Sales & Marketing– every department from top to bottom should be consulted.

3. Have you set clear expectations?

You may face resistance from many or all departments. The right approach to tackle such situations is to ask them the reason behind their resistance. Once you know their expectations, address their concerns by educating them about the new infrastructure, processes and your expectations from them. You will then see their struggle changing into acceptance. But soon they will turn impatient about how long will the migration take. Here, it is important to explain them what, how, when and why of the migration process.

4. Have you selected the right migration tools?

While migrating to Office 365, make sure you have right set of tools. Migration involves many steps – from assessment to implementing to testing. You can’t afford to make errors which might hinder the process. Many Office 365 migration tools are made available at no cost by Microsoft and other third-party organizations. Some tools help you in moving user accounts, contacts, tasks, folders, etc. while others offer a free pilot check before implementing a full-scale version. Make a list of your requirements and objectives and select the right tools for easy migration process.

5. Have you planned for change?

Migrating to cloud – be it Outlook or SharePoint or Office is not only a matter of geography. It is a transformation, building a whole new infrastructure to store all your data. Here, you are dealing with change management and change is not always easy. It will take time, efforts, and money. But when we talk about moving to cloud, all your time, efforts and money are worth it. Cloud platform lets you put everything in place very quickly and then you can grow and mature your service offerings over time. Plan for this change in advance to get the best out of it.

6. Have you set the right timeline?

A cloud migration can’t be done overnight. Though you might have planned everything in advance, you will face unanticipated situations to tackle to meet the deadline. The migration process for every business is different based on processes, policies, settings and thus configurations. Set realistic deadline keeping in mind the possible discrepancies. It’s always better to have an additional time set aside for contingencies then to rush over things and make mistakes.

7. Have you shared the knowledge with your end-users?

What is the use of migration if your end users are not trained about how it works? Before making Office 365 go live, see if you have educated your end-users about the new infrastructure and its features. Schedule training sessions and provide study materials to familiarize them with the new platform and its functioning. This will ensure that all your employees are ready for the change.

Are you ready?

Office 365 is one such tool which is used by many and liked by all. Ask yourself these 7 questions before migrating to this cloud application. If you have positive answers to all of them, stay assured that half your work is done. So, are you ready to make the migration to Office 365 smooth and seamless? Talk to our experts and learn how we make your migration process even easier.

Dynamics 365 for Talent : 5 Reasons why it is a ground-breaking HCM solution

Posted on November 2, 2017May 12, 2021 by Intech Systems

What differentiates one organization from another is its Talent. Talent is the key resource which is difficult to acquire and even more tough to retain. However, most companies often face many challenges like lack of skilled talent, less employee engagement and high rate of attrition at top level. Without the ability to get over these challenges, organizations will struggle to get ahead of their competitors. So how would you guarantee that you get, manage and retain the finest talent in your company? The answer is Microsoft Dynamics 365 for Talent – a complete HR solution to leverage exceptional experiences across your organization.

What is Dynamics 365 for Talent?

Microsoft Dynamics 365 for Talent is a new offering by Microsoft in its Dynamics 365 solution bundle. This is a new cloud-based HCM solution which is many steps ahead of a regular HR solution. Furthermore, it is a Human Capital Management (HCM) solution which will be there by you throughout your journey of talent. It helps you attract the right people, manage them and ensure the growth of quality talent in your organization.

You might wonder why a standalone cloud HCM is needed when Dynamics 365 already has a fully integrated native HR module with all the needed capabilities. Dynamics 365 for Talent has the potential to transform your views about the HR function. How, you ask?

Here are the five reasons why Dynamics 365 for Talent is a ground-breaking Cloud HCM Solution.

Streamlines the Hiring & Onboarding processes

The first and foremost thing in HR processes is hiring the right people. The software integrates seamlessly with many third-party programs including LinkedIn Talent Solutions. With this, you can post job openings, simplify the interview scheduling process, and increase transparency between the candidate, recruiters, and the hiring team. Create on-boarding templates, introduce the new joiners to their colleagues and make a list of tasks for them to do, people to meet, training to undertake. In conclusion, it makes getting the right people on-board easier.

Optimizes Core HR Operations

According to a study, 68% of the people said that the HR department can better serve their company’s overall goals if it were able to spend less time on administrative tasks. Dynamics 365 for Talent optimizes routine yet time-consuming back-office tasks. It saves a lot of time doing repetitive jobs and you can focus on other valuable tasks. Traditionally, many organizations overlooked HR, which led to a higher attrition rate. Businesses are now realizing its importance and have started focusing on HR processes more closely.

Integrates with varied platforms

It integrates well with Dynamics 365 for Finance and Operations, LinkedIn, background screening, payroll providers, and ATS providers. With its mobile application, you can carry out your routine tasks on the go. Dynamics 365 for Talent also offers HCM analytics through embedded Microsoft Power BI Reports. Reduce reporting complexities, minimize compliance risk, and build cost-effective programs that can be tracked and analyzed. This turns data into insights for more informed decisions.

Helps employees grow and develop

You and your HR team can track employee accomplishments, ensure required certifications are completed, and recommend additional training and developmental opportunities. Make a customized action plan for individual professional growth. The future of work requires empowering employees to own their career path and make learning decisions that will help them reach their goals.

Increases Employee Engagement levels

Attracting the right candidates is not easy. Therefore, you must give them a compelling experience to join your company. It is important to build a brand image and engage them right from the beginning. In addition, candidates can track their job application, submit interview availability, and stay updated about their status. Show your employees how their work impacts the organization through real-time performance dashboards, performance journals, feedback, and collaborative goal management. Manage your Talent smartly.

Do you think Dynamics 365 for Talent is right for your organization?
If yes, let us know and explore more about Dynamics 365 for Talent. Get on the path of revolutionizing your HR processes!

Month: November 2017