Tag Archive for: IoT

Technology is revolutionizing the way manufacturers run businesses day-to-day in the digital era. CRM systems can leverage the Internet of Things (IoT; a system of interrelated computing devices, mechanical and digital machines that have the ability to transfer data over a network with no human interaction)  to enhance end-to-end processes by connecting products, devices and equipment. IoT has the ability to drive insights throughout sales, customer service, and marketing departments. The intelligent coupling of IoT and CRM has the ability to help manufacturers elevate customer experiences by enhancing efficiency and heightening visibility.

Let’s look at the impact of IoT and CRM on manufacturing companies. 

Optimized Customer Experiences

Customers always want to save time. Providing efficient services is key to business success. Research has shown that many customers will move to another brand due to a lack of efficiency and unique experience; IoT and CRM can make it possible to enhance customer experiences in various ways. Manufacturing firms can identify errors and fix them before customers even notice – when issues are solved promptly and accurately, both sales representatives and customers can benefit from this seamless experience. Once the issue is identified, it can be resolved and prevented from happening again. Having all customers’ order history and account information in your CRM system can enhance customer service by speeding up processes. These are some of the improvements manufacturers are already seeing when they connect IoT devices with their CRM systems. 

IoT and Manufacturing Machinery

Smart devices are used to collect data on where and when your product is used by specific customers, which helps manufacturing firms deliver personalized interactions. Having scattered or unstructured data can be challenging for manufacturers. Even smart organizations struggle to make better operational decisions if data is siloed within separate ERP and CRM systems; organized data leads to better decision-making. Experts have developed a solution app called Commercient SYNC, which takes data that is spread on-premise and in siloed data systems, synthesizing it into a system that can help organizations discover, manage and integrate data over its entire lifecycle.

data analytics and manufacturing machinery

Increased Sales

Customers value unique and efficient experiences more than anything else when engaging with brands. The enhanced capabilities of CRM systems, when connected with IoT, can lead to increased sales. IoT can detect customer dissatisfaction, assisting sales reps to put together a tailor-made strategy for each customer. It can also provide predictive analytics on when to reach out and which channel to use when offering discounts or vouchers to retain their loyalty. Marketers can also leverage these insights to deliver content to the specific target audience at the right time.

While a majority of ERP systems in the process of adapting to new technologies such as mobility, wearable tech, and the cloud, the Internet of Things is expected to be the next big movement in technology. IoT brings a lot of potential to ERP, CRM, and the industry of manufacturing. Harnessing the power of data by integrating your ERP and CRM system can put your company ahead of the competition. 

As mentioned earlier customers value unique and efficient experiences, by combining your organization’s ERP and CRM data your sales team can deliver fast-paced customer service by accessing data from one centralized system. Utilizing data integration, IoT and CRM enables manufacturing firms to become more connected enterprises and enables a business to discover innovative ways to engage and connect with customers.

Commercient provides CRM and ERP software integration solutions. We integrate +85 ERPs with Salesforce, Microsoft Dynamics CRM, Sugar CRM, Zoho CRM, and HubSpot CRM. Click this link to find out how Commercient SYNC works.

Commercient’s out-of-the-box “SYNC app”  is so easy to install. There’s no coding, no mapping, and no servers to manage on your end. Just download and go with easy access to sales and customer data when and where you need it.

Contact us today our team of experts will guide you through the digital transformation journey.

We live in a connected society that makes the most out of technology. Industry 4.0, the fourth industrial revolution brings with it an ocean of possibilities fueled by technological advancements such as interconnectivity, automation, big data, machine learning, real-time data and more. Examples are a GPS system that helps you get to your destination, virtual assistants such as Siri or Alexa, or even Netflix recommendations.  

The concept of Industry 4.0 refers to machines and products fully connected and exchanging data to digitize the sales cycle and other business operations.  

In this digital era, disruptive technologies such as the Internet of Things (IoT), robotics, virtual reality (VR) and artificial intelligence (AI) are changing the way businesses create products and internal solutions, which were hard to envision decades ago. It’s no longer a matter of when, but how quickly you are going to integrate this technology into the way you do business to remain competitive. 

A recent study shows that only 14% of executives are highly confident that their organizations are ready to fully harness the changes associated with Industry 4.0.

Every company is different, but they all have one need in common. With digital transformation, the sales cycle also changes. Every business faces the challenge for real-time insight across processes, product and client engagement. 

That’s why you should consider Industry 4.0 as your best ally. However, that alone won’t do the trick. At the end of the day, it’s about to revolutionize the way your entire business operates and it will result in the scrapping of some old habits within the workforce.

The key Industry 4.0 technologies that transform businesses 

The Fourth Industrial Revolution or Industry 4.0 is in full swing. According to Salesforce, these are some technologies that you should be integrating into your business operation in order to be more valuable and transform the way you interact with customers:

Artificial Intelligence (AI): Forget about tedious workflows. AI is used in many ways, from obtgaining insights about your sales history, to predicting future customer behavior. Even more so if you understand the benefits of combining Artificial Intelligence with your current CRM software. With an AI-powered CRM such as Salesforce’s Einstein and Zoho CRM’s Zia, you will learn from past decisions and historical patterns to score the best leads for sales. You can also increase customer engagement as this technology helps you to get an emotional insight during the sales cycle. 

Virtual reality (VR): This technology offers unique experiences merging the physical and virtual worlds. Also, it will bring you closer to your customers. For example, an app that allows users to experiment with products before buying them will help to secure a sale. By offering them a personalized experience you can increase customer loyalty.

Robotics: This technology is changing traditional production relationships among suppliers, vendors, customers, and also between machines and humans. Automated robots increase business efficiency by learning from humans’ decisions. Machines are already transforming sectors such as healthcare and finance in which error-free activities are crucial. Machines are also great for taking care of some repetitive tasks, but automation won’t take away all jobs. This technology is making workers more efficient rather than replacing them. The human + machine is the winning combination that will make your business thrive.

Internet of Things (IoT): Nowadays it is imperative to have everyday devices connected to the internet and each other. A great advantage for companies is that they can collect customer data from these connected products. They allow businesses to learn how consumers use products or what they’re really looking for in order to launch more targeted marketing messages and shorten the sales cycle. IoT assisted production is already been used by companies such as Siemens, Airbus, and Cisco. 

Benefits of adopting an Industry 4.0 model for your business

The merging of technology and business is what can set you apart from your competitors. Benefits such as improved efficiency, lower costs, higher revenues, and innovation are significant. Therefore the importance of understanding how Industry 4.0 will help you seek new sales opportunities. 

Better supply chain management and optimization. Industry 4.0 gives you greater insight and data visibility across an entire supply chain. It also affects how products are customized, where they are made and how they get to us. For example, technologies like 3D-printing allow manufacturing companies to print their own parts, which can do wonders to improve product quality at a lower cost and faster than traditional processes. 

Reduce costs. Once automation and intelligence are built into products and sales processes, investments will pay off. Higher levels of automation results in less wasted materials and more efficient operation.

Become a consumer-centered business. Companies that monitor real-time data available with Industry 4.0 can give customers better service. It’s recommended that you also rely on a powerful ERP and CRM integration such as Commercient SYNC to be able to provide exactly what the customer wants and keep them happy.

Transform your business into a “smart factory”. According to Forbes, Industry 4.0 introduces what has been called the “smart factory.” In which cyber-physical systems (computers and networks) monitor the physical sales processes and make simple decisions on their own and become as autonomous as possible. This will make your company an evolved business that adapts to new demands. 

The positive impact of the above-mentioned technologies can have on your business is undeniable. Is your company ready to make the most out of those changes? Let’s talk about how connecting your ERP with your CRM can get your business into Revolution 4.0.

To grow and thrive, companies must adapt to industry changes, and recalibrate their business processes and methods when necessary. The rise of the Fourth Industrial Revolution era is rapidly redefining the world in its entirety. Its primary focus on technological advances in communication and connectivity has thrown a spotlight on IIoT. This technology has the potential to revolutionize the industrial sector, and break barriers beyond previous possibilities.

What is IIoT?

The Industrial Internet of Things (IIoT), also known as Industry 4.0, is part of a larger concept known as the Internet of Things (IoT). IIoT is a network of connected industrial machines and devices that use IoT technology to improve manufacturing and industrial processes. IIoT applications enable systems to collect, exchange, monitor and analyze large volumes of data to deliver valuable insights. Companies can then make smarter, data-driven business decisions.

The Difference Between IoT and IIoT

While their basic principles are similar, IoT and IIoT serve different purposes. IoT connects physical devices such as home appliances, vehicles, smart devices and more, to the Internet. IIoT connects industrial machines and devices in industries such as manufacturing, agriculture, transportation, oil and gas, and others.

The Importance of IIoT

IIoT is one of the major technology trends impacting industrial businesses today. This technology is gaining momentum, and will create entirely new industries. It is paving the way to a digital, data-driven world, and a future with tremendous opportunities for industries worldwide. As the number of connected devices increases, we can expect significant growth in the global adoption of IIoT in the coming years.

The main idea behind IIoT is to connect machines and devices to give real-time information on processes and efficiency. IIoT uses sensors connected to industrial devices which collect and store large amounts of data. This data is then transformed into actionable insights, which enable businesses to make data-driven decisions.

Intelligent Connectivity: The Future Of Manufacturing

The Industrial Internet of Things will transform industries as we know them, and the manufacturing industry is at the top of the list. With IIoT, traditional manufacturers will become connected ones.

IIoT can help you unlock the hidden value of all your machine data. Insights from this data can provide many benefits, including improving operational efficiency and productivity, reducing operating costs and equipment downtime, increasing employee safety, maximizing asset utilization, and so much more.

Connect Your ERP to the Internet with Commercient’s IoT Pulse

The main goal of an ERP system is to give actionable data for decision making. IIoT has the potential to expand the availability and improve the accuracy of your ERP data. IIoT and ERP solutions combine to deliver efficiency and cost savings. This provides a competitive differentiator over manufacturers that are slow to embrace emerging technology.

Commercient’s IoT Pulse improves the pace of digital transformation and maximizes the value of your ERP system by connecting it to more than 1,100 internet apps. This can help automate your digital migrations and your frequent tasks.

IoT Pulse integrates ERP’s such as QuickBooks and Sage to apps like HubSpot, Magento eCommerce, email programs, marketing systems, and more. With all your data connected, you can make data-driven decisions faster because all your data is in one place.

Integrating your ERP with IIoT provides valuable real-time data, which can be used to optimize operations, improve customer service, and create new business opportunities.

The Future Is Now!

IIoT is an absolute necessity if you want to not only stay relevant but keep growing in the face of digital disruption. Industry leaders are successfully leveraging intelligent, connected devices to drive their business forward and stay ahead of competition. Don’t get left behind.

Get connected and call or email Commercient today, to find out about how our IoT Pulse solution can help your business.

SYNC Demo integrate CRM ERP

The world we now live in is changing in a pace and manner that is unrivaled in human history. Revolutionary advances in technologies are reshaping the way we live and work all around the world. As businesses grapple with the new challenges they present, they are faced with a choice between being overtaken by technological changes, or harnessing their power to succeed and prosper through digital transformation.

IoT (the Internet of Things) is one such technology trend that is leading digital transformation and innovation in the evolving business world. It will forever change the way we connect with each other and the world around us.

What is IoT?

The Internet of Things (IoT) is a network of physical electronic objects such as vehicles, machines, smart devices, home appliances, and more, that are connected to the internet and to one another. This connection enables them to communicate, gather and exchange data without human intervention.

Simply put, IoT devices share data through a wired or wireless connection. In the home, devices such as the Nest thermostat, are part of the IoT world.

The growth of IoT is leading to an increasingly connected physical and digital world. Gartner predicts that in 2020, there will be 20 billion internet-connected devices.

The statistics of IoT’s growth and global expansion bear witness to its impact and its many potential benefits.

IoT in the Manufacturing Industry

IoT is gaining momentum across various industry sectors, and has already established a strong presence in the manufacturing industry.

Technology applications in the manufacturing industry are currently being used in these areas: To connect machines; enable predictive maintenance; automate and monitor processes in hazardous areas, thus ensuring the safety of employees; and much more.

These technologies hold tremendous potential to drive progress on a global scale. However, this is only the beginning, and the endless possibilities of how it can transform and modernize business operations continue to grow.

The Importance of Data Integration with IoT

In today’s digital and data-driven business environment, the ability for multiple business systems to integrate and share data with one another has become a major success factor.

When a growing business has several siloed business applications, challenges arise that can severely cripple the growth of your business. Running a company with disparate software often leads to wasted employee productivity; lack of real-time visibility; duplicate, conflicting or obsolete data; etc.

Some of the major benefits of data integration include:

  • Timely access to accurate data.
  • Real-time visibility.
  • Process automation.
  • Reduced risk of errors.
  • Improved employee productivity and efficiency.
  • Enhancements to customer service.
  • Streamlined collaboration and data sharing across departments.
  • And much more.

Unlock the Power of ERP Data with Commercient’s IoT Pulse

With Commercient’s IoT Pulse, you can connect your ERP system such as SYSPRO, NetSuite, Microsoft Dynamics, Sage, Acumatica, etc., to over 1,100 apps. This will help to automate data migrations and frequent tasks.

IoT Pulse can also connect your ERP system to CRM systems like HubSpot, Salesforce, Zoho CRM, and others as well as to 1,100 internet apps, including Magento eCommerce, Mailchimp, Gmail, WordPress, social media apps, and many others.

Integrating your data with IoT Pulse enables you to effectively use data to drive optimal business performance and keep you ahead of the game.

IoT Best Practices

IoT is gaining strength and providing new ways to make life easier and more efficient through connected technology. Invest in the future of your business as a global competitive player, and contact Commercient today to find out how we can help you prepare for the digital future.

IoT Pulse connect ERP to the Internet

Today the Internet of Things is a big thing for small businesses, and if you’re thinking about investing in IoT, perhaps this blog will help you take that next step. After all, in the digital age, we’re sure you don’t want to be the business left behind. Here is what your business could be like if you don’t invest in the Internet of Things.

Low Productivity

If you don’t invest in IoT technologies now, you’ll definitely experience low productivity in at your business. For example, with Commercient IoT Pulse, you can connect your ERP system to over 815 other business applications, and automate tasks like sending out emails instantly when customers input a new order, or generate a new invoice.

Without IoT Pulse, all your sales and customer data will remain siloed, which means your employees would have to spend more time searching for information. Moreover, without investing in IoT solutions, a task that can be carried out in only 30 minutes, might take an hour or more to carry out, which leaves less time for your employees to be productive and carry out additional tasks.

Higher Costs

As IoT solutions can help you save tons of money, you’ll have higher costs without them. For example, IoT solutions like IoT Pulse allow you connect all your business applications, including MailChimp, Gmail, WordPress, timecard apps, marketing, and CRMs such as Daylite, to your ERP system to automate tasks.

With all your apps connected to your accounting software, you’ll be able to troubleshoot, rule out problems, and make decisions anytime and anywhere – whether you’re at home or traveling. Data and alerts can be sent directly to your computer or mobile device detailing the status of a customer’s order, appointments, invoices, employees’ hours, and much more.

Loss Of Competitive Edge

There is so much competition in the market, brands are regularly making strategies based on the latest trends of the Internet of Things to stay ahead. It means that you just can’t afford to ignore Internet of Things if you want to gain competitive advantage. These technologies can help you increase productivity, cut costs, offer new products and services, and deploy new business models.

If you invest in IoT platforms such as IoT Pulse, you’ll be more likely to strengthen your reputation, and provide better customer experiences serving your customers anytime and anywhere.

Are you convinced yet about IoT and want to know more about Commercient IoT Pulse, how you can be more productive, reduce costs, and gain a competitive edge? Let’s talk.

IoT Pulse connect ERP to the Internet


Según Salesforce, “en promedio, 88% de los vendedores de más alto rendimiento usan tecnología (o planean hacerlo dentro de los próximos 3 años), comparado con 54% de vendedores con menor rendimiento”. Esto quiere decir que tanto los ejecutivos de venta que interactúan cara a cara con los clientes como aquellos que venden a distancia, necesitan las mejores herramientas tecnológicas para tener éxito. Para ayudarte a decidir cuáles son esas herramientas, en este post te mencionaremos algunas de ellas.

Software CRM

Como parte del trabajo, los ejecutivos de ventas pasan mucho tiempo en el teléfono o comunicándose continuamente con los clientes y prospectos -y por esto un software CRM es una necesidad. Este sistema permite a todos los involucrados, incluyendo ejecutivos de venta, guardar información de los contactos, rastrear actividad y corroborar el status de todos tus leads y oportunidades de venta en un solo lugar. Un software CRM como Salesforce también te ayuda a que tus ejecutivos de venta pasen menos tiempo en actividades mecánicas como redactar emails, ingreso manual de información de prospectos a la base de datos, o tener que hacer reuniones o preguntar a ciertas personas cuando necesite datos de los clientes.

Con un CRM, muchas de estas tareas pueden automatizarse, especialmente si integras tu CRM con tu ERP o sistema contable con la aplicación de integración de datos SYNC. Esta aplicación posibilita a tus empleados el acceso en tiempo real a información como record de clientes, inventario, completar órdenes y otras tareas que harán más eficiente el proceso de ventas. Imagina el servicio que podrías proveer a tus clientes con esta herramienta.  

Software de envío y rastreo de emails

Seguramente quieres que tus ejecutivos de venta contacten con más prospectos en el menor tiempo posible. Con un software que te permite rastrear emails como HubSpot Sales los vendedores pueden enviar mensajes y conocer la actividad de sus contactos: si lo han abierto, cuántas veces, si han hecho clic, etc. Con esto podrás obtener una visión más amplia de cómo tus contactos interactúan con el contenido que envías, y qué tanto éxito estás teniendo con las estrategias actuales. ¿Y si pudieras integrar ese software o tu CRM móvil con tu sistema contable o ERP? Con IoT Pulse puedes conectar tu ERP -Sage, Quickbooks, Acumatica, y otros- con más de 815 aplicaciones, con lo que automatizarás tareas como envío instantáneo de emails cuando tus clientes ingresen una nueva orden, generen una nueva factura, etc.    

Software de generación de prospectos (lead generation)

Con este tipo de herramientas, puedes conocer información de quiénes han visitado tu sitio, el tipo de contenido que les interesa o incluso si están pensando comprar tus productos o servicios. IoT Pulse te deja conectar tu ERP con tu software de generación de prospectos como LinkedIn Lead Gen Forms, para que puedas tener al instante información de posibles clientes en tu ERP sin tener que trasladar esa información manualmente.  

Apps de productividad

Para acelerar tu proceso de ventas, necesitas aplicaciones de gestión de proyectos y trabajo colaborativo que ayuden a incrementar la productividad de tu equipo. Herramientas como Dropbox, Slack, y Asana son algunas opciones que te permitirán almacenar y compartir documentos, actualizarlos en tiempo real, conocer el status de ciertos proyectos y fomentar el trabajo colaborativo. En especial a los ejecutivos de ventas, dado que muchas veces ellos pasan lejos de sus escritorios.

Si quieres saber más sobre cómo podemos ayudarte a maximizar la labor de tu equipo de ventas, contáctanos hoy mismo.


SYNC Demo integrate CRM ERP


Un tema popular en estos días es Internet de las Cosas o IoT, lo cual ha permitido el surgimiento de mitos relacionados a la implementación y uso de este tipo de tecnología en las empresas. En este artículo, te mostramos algunos de los mitos sobre Internet de las Cosas (IoT) más comunes que las empresas deberían hacer a un lado para aprovechar el potencial que ofrece.

Mito #1: IoT es solo para grandes empresas

Este es un mito muy extendido. Sin embargo, plataformas abiertas y sensores de bajo costo han hecho que las soluciones IoT sean accesibles en cuanto a costos para pequeñas y medianas empresas. De acuerdo a un estudio de AVG, 57% de las PYMES consideran que IoT tendrá un impacto significativo en el alcance de las metas empresariales. Así que, contrario a como muchos creen, IoT está siendo usado no solo por grandes corporaciones, sino por empresas más pequeñas que lo están adoptando a medida se ha vuelto más accesible.

Por ejemplo, una herramienta útil es IoT Pulse app de Commercient, que permite integrar tu sistema ERP (QuickBooks, Sage) con más de 800 apps (Gmail, Mailchimp, InfusionSoft y muchas más), dándole a tu negocio un acceso completo a información importante en tiempo real, mejorando la eficiencia, reduciendo costos, y otros beneficios.

Mito #2: IoT es demasiado caro

Otro concepto equivocado que se tiene de IoT es que los dispositivos son demasiado costosos. Pero esto no es cierto. Los costos de IoT disminuyen continuamente, por lo que cada vez más PYMES pueden invertir en este tipo de tecnología. IoT Pulse app es una opción asequible para pequeñas y medianas empresas, y funciona con ERPs como QuickBooks, uno de los sistemas para llevar la contabilidad más utilizados del mercado.

Mito #3: Los dispositivos IoT no son seguros

Algunas personas piensan que los dispositivos conectados con IoT no son seguros. Ningún dispositivo o sistema se encuentra completamente a salvo de amenazas cibernéticas, pero los dispositivos IoT vienen con varias capas de seguridad, asegurando así que la mayor parte de tus datos están seguros mientras tomes las medidas pertinentes. Por ejemplo, IoT Pulse instala un agente de sincronización que crea una conexión segura con tu ERP. Cuando se habla de dispositivos conectados comunicándose en la nube, nadie está exento de la posibilidad de sufrir algún ataque. Por eso, tanto las compañías como los usuarios pueden adoptar estándares de calidad y buenas prácticas que minimicen esos riesgos para asegurar que IoT sea un pro y no un contra.

Mito #4: IoT sólo se trata de sensores

Los sensores son una parte integral del entorno IoT, pero hay mucho más allá que sólo sensores. Involucra APIs, software, networks, nube, puertos de acceso, hubs, la comunicación entre objetos físicos, y mucho más. Los sensores son solamente una parte de la ecuación general de IoT, pues su buen funcionamiento implica la gestión y el apoyo de toda la solución IoT.

¿Tienes más preguntas sobre IoT y cómo te puede ayudar a incrementar la eficiencia y las ganancias de tu empresa? Estamos aquí para responder a todas tus dudas, y puedes visitar este enlace si quieres saber más sobre IoT Pulse.

A popular topic these days is the Internet of Things, and there seems to be some misconceptions about it. In this blog, we uncover some of the most common misconceptions about IoT that every business should ignore.

Misconception #1: IoT Is Only For Large Corporations

There is a common misconception that the Internet of Things is only for large corporations. However, open platforms and low-cost sensors have made IoT solutions a cost-effective option for small to medium businesses. According to an AVG survey, 57% of small business think the IoT will have a significant effect on their bottom line. So, contrary to popular belief, IoT is not only leveraged by large corporations, but smaller businesses are adopting it as it has become more accessible. For example, Bike Lane, a Houston bike shop began using electronic tags to digitally manage inventory. In this way, the bike shop was able to streamline their business processes, boost sales, and reduce labor costs. Another great tool is Commercient’s IoT Pulse app, which integrates your ERP to over 815 apps, giving your business full access to important information, and can help improve efficiency, cut costs, and more.

Misconception #2: IoT Is Too Expensive

Another common IoT misconception is that IoT are devices too expensive. But, this is not true. The costs of IoT are decreasing every day so much that even small and mid-sized companies are leveraging IoT technologies. The concept of connected objects resting on open standards and technologies is inexpensive and does not require considerable financial resources. Our IoT Pulse app is an affordable option for small businesses, and supports several different ERPs, including QuickBooks, which is one of the most affordable ERPs.

Misconception #3: IoT Devices Are Unsafe

Some people also believe that IoT devices are unsafe. Of course, nothing in this world is completely safe, but IoT devices come with layers of security, ensuring that the majority of your data is safe as long as you take appropriate precautions. Take Commercient IoT Pulse, for instance: It allows you to connect your ERP to the Internet by installing a sync agent that creates a secure connection with your ERP.

When speaking of connected devices communicating in the Cloud, there is no escaping the possibility of attacks. But companies and individual users can adopt quality standards and best practices that minimize those risks to ensure IoT becomes a pro, not a con.

Misconception #4: IoT Is Just About Sensors

Sensors are an integral part of the IoT environment, but there is much more to IoT than just sensors. Because it is called the ‘Internet of Things,’ it involves APIs, software, networks, cloud, gateways, hubs, and the communication between the physical objects, and much more. It’s about management and support of the entire IoT solution. Sensors are just one part of the overall equation.

Do you have any more questions or concerns about IoT? We would love to speak with you. We’re always here to serve you. Also, if you’re interested learning more about our IoT Pulse app, check out our IoT Pulse page.

If you’re a small business, we’re sure you understand how important technology is in the business world, which is why we’ve created a list of seven must-have apps. We are sure these apps will help you take your business to the next level and get a higher return on investment. Check them out below.

#1 CRM Software

If you are still running your sales and marketing activities on spreadsheets, an email inbox and Post-it notes, it’s time for you to upgrade – you need to set up CRM software for your business as soon as possible. CRM software is a must-have for every small business, and will help your business run smoother, more professionally, and will give you the ability to scale up your activities. Here are a few CRM software vendors to check out:

  1. Salesforce CRM
  2. Zoho CRM
  3. Oracle
  4. Microsoft Dynamics 365

#2 ERP Software

In addition to CRM software, as a small business, you should also consider investing in ERP software. With an ERP solution, you can eliminate repetitive processes and reduce the need to enter information manually and allocate more company time to sales and business development instead of administrative tasks. Below is a list of ERP software vendors we suggest:

  1. Sage
  2. Acumatica
  3. Xero
  4. Epicor
  5. SAP
  6. Infor
  7. QuickBooks

Check out a complete list of recommended ERP vendors on our SYNC data integration page.

#3 Commercient SYNC

If you’re going to invest in CRM and ERP software, you should also consider investing in Commercient SYNC. It’s an out-of-the box and easy-to-use cloud-based application designed to integrate both your ERP and CRM data, and create one master system for easy data access. Commercient SYNC helps to keep everybody on the same page and allows you to see inventory in real time, search customer records, and complete orders for a simpler, more efficient sales process, and much more. And since it’s cloud-based, it makes it easier for you to grant your employees varying levels of controlled access to the data that you sync into your CRM system.

#4 Slack

Another must-have app that can help you your run your business more efficiently is Slack. It’s a team collaboration and messaging tool that reduces emailing back-and-forth, and offers public, private and direct messaging, file-sharing, phone calls, and message search. Slack can also be integrated with many other apps including MailChimp, Twitter, and Google Drive. It’s especially helpful when everyone’s not in one place.

#5 MailChimp

MailChimp is another must-have app for small businesses. The basic plan is free and it’s easy to use. MailChimp gives you access to dozens of attractive and easily customizable templates that you can send newsletters to a maximum of 2,000 subscribers and 12,000 emails (the free plan). It also allows you to capture leads from subscription forms, and send out automated emails. Additionally, MailChimp can be easily integrated with your CRM, ERP, website, and social media pages, and can also scale with you as your business grows.

#6 Basecamp

If you have remote employees, you’ll love Basecamp. It’s a web-based project management tool that helps you to organize, document and manage your company’s communication in one place that everyone can access and keep updated. It allows you to follow the progress of the work of each individual and find out exactly where everyone is up to in terms of their own virtual project management efforts. With Basecamp, you can you to stay in touch with your virtual employees daily.

#7 IoT Pulse  

Another must-have app for your small business is Commercient’s IoT Pulse. It allows you connect your ERP to the Internet, and provides connectivity with more than 815 Apps for your ERP. With IoT Pulse you can automate tasks, like sending out emails instantly when customers input a new order or generate a new invoice. In addition, IoT Pulse provides integration with MailChimp so you can send new product information to all your customers.

Interested in learning more about Commercient SYNC or IoT Pulse? Our sales reps would love to speak more with you.

Si tienes una pequeña o mediana empresa, entiendes la importancia de la tecnología en el mundo de los negocios. Por eso, hemos creado esta lista de 7 aplicaciones para PYMES. Estas apps te ayudarán a llevar tu empresa al próximo nivel y obtener un mayor retorno de la inversión (ROI).

#1 Software CRM

Si todavía tienes detalles de tus operaciones de marketing y ventas en Excel, la bandeja de entrada de un correo electrónico o en notas escritas a mano en post-its… Necesitas un software CRM lo más pronto posible. Un sistema CRM es imprescindible para cualquier negocio, sin importar su tamaño. ¿Por qué? Ayuda a que las operaciones sean más sencillas, proyecta más profesionalismo y te dará la habilidad de escalar tus actividades. Aquí hay algunos proveedores de software CRM que puedes considerar:

  1. Salesforce CRM
  2. Zoho CRM
  3. Oracle
  4. Microsoft Dynamics 365

#2 Software ERP

Además de un CRM, como una PYME, también debes considerar la inversión en un software ERP (Enterprise Resource Planning), o un sistema contable. Con una solución ERP puedes eliminar procesos repetitivos y reducir la necesidad de ingresar información manualmente. Así, ese tiempo se puede invertir en actividades de ventas y adquisición de clientes. Abajo encontrarás una lista de algunos proveedores de software ERP:

  1. Sage
  2. Acumatica
  3. Xero
  4. Epicor
  5. SAP
  6. Infor
  7. QuickBooks

Revisa una lista más completa de proveedores ERP en nuestra página de integraciones SYNC.

#3 Commercient SYNC

Si vas a invertir en software CRM y ERP y quieres aprovechar el potencial de estos sistemas, deberías integrarlos a través de una app como Commercient SYNC. Es una app basada en la nube y fácil de implementar diseñada para integrar la información tanto de tu CRM como de tu ERP. Con eso puedes crear un sistema maestro para facilitar el acceso a esos datos. Commercient SYNC ayuda a mantener a todos los involucrados en la misma página y puedes ver, por ejemplo, inventario en tiempo real, información de clientes, completar órdenes a través de un proceso más simple y eficiente, y mucho más. Dado que es basado en la nube, puedes dar diferentes niveles de acceso controlado a tus empleados, lo que te permitirá saber qué tipo de información puede ver cada quien según su nivel dentro de la jerarquía de la organización y su área de trabajo.

#4 Slack

Otra app que no puede faltar para ayudarte a incrementar la eficiencia en tu empresa es Slack. Es una herramienta de mensajería y trabajo colaborativo que reduce los intercambios continuos de emails y ofrece mensajería pública, privada (a ciertos grupos) y directa (persona a persona), envío de documentos, llamadas y búsqueda de mensajes. Slack también puede ser integrada con muchas otras herramientas como MailChimp, Twitter y Google Drive. Si no tienes a tu equipo todo el tiempo en un solo lugar, esta herramienta es ideal para ti.

#5 MailChimp

MailChimp es otra app que debes considerar para tu negocio. El plan básico es gratis y es muy fácil de usar. MailChimp te da acceso a docenas de plantillas atractivas y personalizables para enviar newsletters a un máximo de 2,000 suscriptores (esta cantidad aumenta con un plan pago). También te permite capturar leads de formularios de suscripción y enviar emails automáticamente. Adicionalmente MailChimp puede integrarse con tu CRM, ERP, sitio web, tienda online y cuentas de redes sociales, y también se adapta a tu negocio a medida va creciendo.

#6 Basecamp

Si tienes empleados remotos, amarás Basecamp. Es una herramienta web de gestión de proyectos que te ayuda a organizar, documentar y gestionar las comunicaciones de tu compañía en un solo lugar. Así todos pueden acceder y mantenerse informados. Te permite seguir el progreso del trabajo de cada miembro de tu equipo, y saber en qué está trabajando cada uno, en especial si tienes un equipo virtual.  

#7 IoT Pulse  

Otra de las herramientas que recomendamos ampliamente para PYMES es IoT Pulse. Esta aplicación permite conectar tu sistema ERP a Internet, y brinda conectividad con más de 815 apps. Con IoT Pulse puedes automatizar tareas como enviar emails justo después de que un cliente ingresa una orden o genera una nueva factura. Además, IoT Pulse conecta tu ERP con herramientas de automatización de marketing y envío de newsletters como Mailchimp, InfusionSoft o ActiveCampaign, para que puedas mantener a tus clientes actualizados respecto a nuevos productos y ofertas disponibles.

¿Te interesa conocer cómo SYNC y IoT Pulse pueden ayudar a tu empresa? Nuestros ejecutivos de cuentas pueden aclarar todas tus dudas.