Some of the most common reasons why companies start a search process for new management software are the following:
– The software reveals technical obstacles : slow performance, transaction limitations, disconnected data that requires re-entry…
– Does not comply with current regulations (eg updates from the Tax Agency or banking models)
– It does not allow moving data quickly to other tools (eg Excel) and interacting with them while respecting the logic of business processes.
– Decision-making processes are not supported by tools that provide employees with a clear view of operations and the state of the business.
If you feel identified with some of the previous scenes, it may be time to consider updating your management software, ERP or Dynamics 365 CRM.
5 questions to ask yourself before opting for a new ERP or CRM
Regardless of your business sector and the size of your organization, the key to your company's success lies in the people who work for it . That's why putting the information and tools they need to work efficiently and make the right decisions at their fingertips is crucial.
En Tipsa somos conscientes de que la evaluación de una nueva solución de gestión empresarial puede parecer un reto difícil. De hecho, la mayoría de ellas ofrecen funcionalidades para la gestión financiera y obtención de informes, la gestión de la cadena de suministro (SCM), la gestión de proyectos y servicios, o gestión de relaciones con los clientes (CRM). Además, encontrará soluciones verticales específicas para atender a las necesidades concretas de su sector de actividad. Ante este panorama, ¿por dónde empezar?
The first thing is to determine the minimum functionality that you expect to receive from the new application , although it should be noted that studies indicate that 70% of the functionalities demanded are common to all organizations. Therefore, it is necessary to go one step further and ask about other differentiating factors , such as the user experience , collaboration capabilities , the different deployment options , and, of course, its price .
