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quickbooks and crm integration

You Should Be Integrating QuickBooks with Your CRM. Here’s Why.

You Should Be Integrating QuickBooks with Your CRM. Here’s Why.

Your business, like any other, requires some sort of financial software to keep track of customer purchases, billing data, payroll data, etc. QuickBooks is a market leader in accounting software, so it makes sense that it’s a top choice for small and medium sized businesses that want to keep... Continue Reading

DQM

Data Quality Management: What it is and How to Do it

Data Quality Management: What it is and How to Do it

Data is at the core of every business decision. Whether you’re predicting customer expectations, planning marketing campaigns, or strategizing sales, data informs the competitive and historical insights for effective business strategies. The success of data-led initiatives ties in directly with... Continue Reading

migration best practices

Top 10 Data Migration Best Practices

Top 10 Data Migration Best Practices

Ever-changing technology makes data migrations inevitable. Legacy systems become obsolete, leaving you with data that no one can find, extract insights from, or even access. Large or small, migration projects move relevant data from legacy systems to updated solutions to help your business stay... Continue Reading

erp systems

Everything You Need to Know About ERP Systems: Architecture, Best Examples and More

Everything You Need to Know About ERP Systems: Architecture, Best Examples and More

Imagine a disastrous sales manager scenario: sales of particular goods are rising, but they are out of stock. Now what? This situation can lead to significant financial and reputational losses. That’s where ERP systems with built-in stock management modules come to the rescue. ERP software is an... Continue Reading

ERP integration considerations

4 Considerations to Prepare for ERP Integration

4 Considerations to Prepare for ERP Integration

The benefits of ERP integration are numerous. It improves order and inventory management, reduces errors and duplicate data entries, increases productivity, and much more. ERP integration adds value to company data, but the process can become overly complex without thoughtful planning. In this... Continue Reading

data integration costs

How Much Does Data Integration Cost?

How Much Does Data Integration Cost?

If you’ve never performed a data integration before you may be wondering, “How much is this going to cost me?”. Well, that depends. You see, integrations have a lot of moving parts, and each project has its own unique requirements. In addition, where your solution lives and which integration... Continue Reading

eliminating data silos

3 Ways to Eliminate Data Silos in Your Organization

3 Ways to Eliminate Data Silos in Your Organization

Data silos, simply defined, are isolated groups of data. These data sets can be isolated to specific systems and/or to specific teams. Among other issues, data silos are an obstacle for organizations trying to make educated business decisions and create a consistent customer experience; and... Continue Reading

Infor integrations

3 Must-Have Infor CRM Integrations

3 Must-Have Infor CRM Integrations

In this post, we’ll highlight three must-have Infor CRM integrations based on our knowledge of the solutions and the experiences of our customers. If you’re not sure which solutions you need to add to your library, or which Infor-compatible connections you should prioritize first, this post will... Continue Reading

salesforce integration pitfalls

HubSpot Salesforce Integration: Avoid These 5 Pitfalls

HubSpot Salesforce Integration: Avoid These 5 Pitfalls

Integrating HubSpot and Salesforce is a no-brainer for sales and marketing alignment. Combine HubSpot’s deep marketing metrics with Salesforce’s insightful sales data and you can have yourself an analytics field day!  To do this successfully though, you must be prepared for the potential... Continue Reading

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