Today’s business environment is tough and volatile.
Manufacturing and distribution companies – big, medium and small – are looking at modern ERP and other software solutions to help them manage more effectively, streamline key functions, and accelerate core processes.
Software selection and implementation processes often present challenges of their own.
To steer you around trouble and help you drive success, Ultra’s experts compiled a list of pain points and solutions to be aware of as you embark on this journey.
What’s Inside?
Understanding CRM Systems: Explore what a CRM is, why it matters, and the different types available.
Key Features to Look For: Identify essential CRM functionalities that align with your business needs.
Common Mistakes to Avoid: Beware these frequent pitfalls and avoid them during your CRM selection project.
Vendor Evaluation Tips: Discover strategies for assessing CRM vendors to find the best software for your business.
Implementation & Onboarding Strategies: Gain insights into ensuring a smooth transition and effective adoption of your new CRM.
Final Checklist: Use a comprehensive checklist to get your project off to a great start.
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