CRM for SYSPRO Improved

SYSPRO just announced their latest release of their CRM enhancements.

What is CRM?

CRM for SYSPRO is a feature-rich, enterprise-class solution that allows customers to strengthen relationships across the entire supply chain. The solution provides access on the go through mobile responsive forms or from a standard browser. The 360° view of each relationship, including related ERP data from SYSPRO, is available in an easy-to-use format with customizable grids and views, empowering users to collect and analyze business data from multiple resources to enhance relationships, reporting and decision making.

As businesses find themselves coming out of the COVID pandemic, getting back to business is vitally important. At the end of 2019, CFOs were surveyed about the expected priorities for 2021. Maintaining margins and performance levels and managing cash flow was the lion’s share of answers. These priorities were closely followed by improvements is ERP utilization and performance visibility.

The relationship between CRM and ERP is super critical because it helps us connect with the consumer and helps us connect with product from our side.” – Benchmade Knife Co.

The new CRM release provides SYSPRO customers with continued growth capabilities.

  • Focused improvement in the set-up, configuration, and use of the Leads module—making it even easier to use and adopt into existing processes, and providing extended support for business process automation
  • Improved user experience through additional support for seamless integrations, allowing for further extension of CRM for SYSPRO use

Internationalization Improvements

Further support for global enterprises
The latest release of CRM for SYSPRO provides enhanced support for international companies that require their CRM to further support global regions and time zones. This includes enhancements in calendar and schedule views, updates to localization presentations in the UI with variable date/time, and SYSPRO integrations.

Enhanced Salesperson Integration

Say hello to increased flexibility and control of data and classifications
SYSPRO’s latest release now supports the updating of an Accounts Salesperson via SYSPRO CRM, with changes reflected immediately back in SYSPRO. This allows for further flexibility and control of data and classifications within SYSPRO’s CRM.

Account and Contact Duplicate Checking on Lead Qualification

SYSPRO has vastly improved its Leads module duplication checking capability in the latest CRM release. This enhancement reflects the same duplicate checking options available in the Account and Contact modules. This makes the Leads module easier to use with less administration and risk of data redundancy.

Lead Module: Process Automation

Work smarter with enhanced lead qualification automation
This release sees significant improvement to the workflow and process control automation of CRM for SYSPRO. Specifically, this enhancement allows for the Lead Qualification feature to trigger process automation in Account and Contact creation.

Lead Module: Lead Field Mapping to Accounts & Contacts

Preventing duplication and aid management of leads, contacts, and accounts.
SYSPRO created a new configuration utility that allows you to set up custom field mapping for better management of specific field information from a lead opportunity to a newly created Account or Contact module. This further streamlines the lead management process and prevents costly double-work.
Find out more
There are a lot of other benefits to this latest release to help businesses get quick traction and stabilizing in this new year. Contact us and find out if this latest CRM release is for you.

CAPTEK’s VP Supply Chain

Tom Griffin is CAPTEK® Softgel International’s VP Supply Chain and has worked with ORG/Julia for almost 20 years. I spoke with him about the advantages of using an ERP system – and what value Julia and the ORG Team bring to his business priorities.

CAPTEK™ Softgel International is a privately-owned, full-service contract manufacturer of custom and retail dietary supplement formulations. Griffin works in multiple departments – customer service, inventory, and logistics – his main passion is in manufacturing and continuous systems improvements.

Customization

Our conversation started by touching upon the complexities of cost accounting and forecasting in MRP; and keeping accurate reports with Work in Process. An ERP system like SYSPRO has become mandatory to keep up with today’s complexities and demands on business systems.

Griffin has worked with SYSPRO, in addition to other ERP systems for over 30 years. One of the main aspects he appreciates with SYSPRO’s platform is its cost-effective design; one only pays for modules that are used. Also, he stated the user-friendly dashboards along with the fully customizable nature are appealing.

Access Groups

Appropriate access accounts have been created for CAPTEK™’s CFO, hourly warehouse personnel, and appropriate levels in-between. Along with CAPTEK™’s IT ability to create appropriate access groups in multiple plant locations, SYSPRO is supporting “work from home” groups since last March when the COVID pandemic changed the work landscape. The same data/dashboards are accessed from multiple locations simultaneously – and seamlessly.

Instantaneous Reports

As demand for instantaneous, accurate reports has increased, SYSPRO continually improves their platform to keep up with these business demands. The platform is continually improved upon and SYSPRO works with other third-party platforms to keep customizations at the forefront of ERP. In fact, Griffin pointed out that SYSPRO’s ability to provide user-friendly reports on customized, complicated queries to be one of the most useful aspects of the platform. From R&D to invoicing, Griffin is accurately tracking and projecting CAPTEK™’s manufacturing lines with SYSPRO.

Working with ORG/Julia

As Griffin and I were ending the call, he wanted to make sure that I was aware of the value of Julia Maynard, head of Operations Resource Group, has brought to his business operation. In his words, “Julia is a business process expert. Her experience and expertise help the customization process develop in a manner that supports the mission of the business. It is obvious she not only knows what she is doing, she also loves what she is doing.”

The Future is… Communicating and working together

I dislike attempting to predict the future; it seems like misplaced energy to me. Concentrating positively on current realities is the best way to show responsibility for the future. Anyone who’s communicated adamantly about the future has usually eaten their words in my experience. So… why am I posting about the future?

Well, first off, that opening paragraph is saying; take this post with a grain of salt. That caveat out of the way…

The Holy Grail

Over the past few months of my reading other’s posts and articles about business system improvements, there is always a holy grail: all processes working together for instantaneous control and tracking – across all departments. Many business process management systems have implemented modules so that different departments are integrated into the ERP. It is common now to see a customer management system (CMS), and/or a warehouse management system (WMS) rolled out with an ERP upgrade.

It is the holy grail to know instantaneously every phase of materials to shelf; financial data, materials on hand, projected sales, traceability – all to be communicated clearly with live data; now.

One world

As the demand for instantaneous data/reporting is increasing it is natural that the various technical platforms need to communicate with each other. The time for multiple stand alone systems is past us. Sharing data and information is not a dream of the future; it is necessary now.

A Forbes article posted today is looking at the demands of instantaneous, accurate data in the realm of transportation. The author states, “The most difficult problem to solve seems to be streamlining data across multiple players in a single transaction.”

ORG excels at bridging different systems and processes, customizing to the unique needs of companies. However, our goal is always to standardize whenever possible. Communication is most effective when the same language is spoken.

I have seen the future

So, here I go out on a ledge… my prediction is a means of communication, standardized in such a manner, so that all ERP systems can communicate with each other. Systems will exchange information in datablocks as processes progress. We can expect a standardized code language that is borderless, on all platforms, and instantaneous in communication exchange. You’ll know where your wigit is, how much it cost, and how many are being purchased this quarter. And since it is cloud based, you’ll access the information from anywhere.

Are you ready for the Future?

Your competitors are certainly planning for it.

Planning your ERP transition

According to a recent global survey conducted by SYSPRO, 60% of manufacturers and distributors were impacted by supply chain disruptions due to operational shifts brought on by COVID-19. 47% of businesses surveyed were unable to function due their reliance on an in-person/on location workforce. Many of the participating businesses expressed transitioning to emerging ERP technologies to stabilize the extreme impact on operations experienced in 2020.

Chief Innovation Officer, Kevin Dherman of SYSPRO, recently posted about the expected steps to future-proofing and risk-proofing your business. He highlights four technologies that have the potential to make a positive impact on manufacturing and distribution in the next five years.

SYSPRO also just released a simple e-booklet for a person to quickly learn of the current technologies in today’s ERP, with some key questions to ask when considering transitioning or upgrading to new business systems. Managing traceability and forecast accuracy are just a couple of bullet points in the booklet.

“Like many other businesses, electronics relies on multiple, interconnected supply chains—some physical and some digital. Leading organizations apply future-ready ERP technology to enhance operational performance throughout all their supply chains.” – Document Excerpt

Use the brief form below to download the e-booklet; Chaos Vs. Control: Transform your business with this tactical guide to ERP.

Chaos vs. Control e-booklet
Sending

A toast! (2020 wrap-up)

Our end of year wrap-up.

Well, friends, family, compatriots… it’s been quite a year.

It is a year that will be remembered for a long time… which sounds a bit trite in my ears as I write it; however – I’m compelled to join the chorus; what a year it has been!

ORG has continued to thrive, even through some big changes we experienced. In a large part, we have you to thank. Sometimes just an empathetic ear to hear our own challenges. Sometimes us celebrating with you the success of a new systems launch or upgrade; you’re own successes.

Each time celebrated helped us to keep moving forward.

Our team at ORG has continually emphasized the importance of listening for successfully supporting our clients’ projects and growth. We’ll continue to do so in the coming years, regardless of the challenges. And we’ll join you in celebrating your successes, and humbly remain honored to be a part of your business growth in whatever manner we can be – even an empathetic ear.

And we will celebrate conversations we randomly happen upon that let us know, we are doing alright (like this one!):
“I met Julia while working at my grandpa business, they used Syspro software in the company and Julia was our consultant that helped save the day and taught me so much! I owe a great deal to her. I wouldn’t have gone the direction I did with my work life had it not been for her.” ~ J. Waldron

It is a wonderful life!

So many systems

I just learned today that there are visitor management systems… a VMS? yep! Upon first look, it seemed like an automated system for the convention industry. The manufacturing sector is one of the key industries served. According to the Traction Guest site, “Traction Guest’s visitor management system is built to solve security and compliance challenges for manufacturing facilities.”

Security Systems

A primary focus of a VMS is security; both for visitors to a facility and for the host. Knowing where visitors are in emergencies, knowing the visitor is vetted to protect proprietary information, and compliance with regulations and laws—all handled with a VMS.

Visitors are just one concern for manufacturing, though. Lot traceability could be a large security risk if the ability to quickly recall a product isn’t readily available.

Deliver it today

We’ve stated several times via our posts that customers’ expectations for receiving a service or product has gotten tighter and tighter. Businesses are pushing hard to match “same day delivery” expectations set by competitors. With that kind of pressure, the ability to quickly track inventory is of upmost importance. How are companies dealing the the storage challenge in order to meet such expectations?

Can one system handle it all?

The thought of multiple automated systems is daunting. Multiple systems more often than not create problems instead of solving them. Established businesses often customize their systems instead of actually upgrading, or implementing a new automated system that takes advantage of cutting edge technology.

Again, security is a concern as automated systems grow as “a broadened attack surface could be an unintended outcome” of customized solutions.

Our Experience

Operations Resource Group (ORG) has been working with automated business systems for almost a quarter of a century. Next year we’ll be celebrating twenty-five years in the industry. Our solutions monitor, track, trace and communicate business and manufacturing activities and data throughout all your departments. And we know how to do it all with a singular system when appropriate. We also know how to implement customizations and brand new systems with your company’s security in mind.

Let ORG’s experience be your ally. Give us the task of assessing all the possibilities. We’ll work with you and guide the the solution that improve and that support your business processes.