How to prolong the life of your CRM/ERP

Your CRM & ERP systems are valuable assets, especially if users follow best practices. Upgrading to a new system, is extremely costly in terms of new software licences, implementation, training and the reduction of productivity as users learn a new system. Wouldn’t it be better if we could still use your existing systems but get more from them?

Now you can. By improving your reporting infrastructure & providing business users with quick access to the information they need most – you can start to improve efficiency, reduce churn and allow staff and managers to make better, informed and fact-based decisions.


Our businesses generate a huge amount of valuable data via multiple platforms and mediums – such as ERP, CRM, Stock Control, Time Management, Excel sheets and Social Media. This data offers huge potential and can provide key insights such as purchasing trends and key performance figures. Typically CRM and ERP provide some basic reporting but the tools are extremely limited. If your only tool is a hammer, you will not be able to build the same things as if you had a hammer, screwdriver and saw. The same applies for obtaining valuable insights from your data.

To get the full potential from the data generated by your CRM/ERP , four key CRM/ERP challenges must be targeted:
1. Doesn’t incorporate data from other sources such as essential company software, excel sheets or even social media
2. A lack of advanced analytical capabilities such as drill downs and predictive analytics
3. A weak set of standard visualizations which don’t allow for interactivity
4. Typically no mobile access

By upgrading to a fully-fledged Business Intelligence system you can address these issues and:
1. Provide the full picture to end users
2. Allow end users to answer critical business questions quickly without the need for additional IT requests
3. Present the data so that end users can understand the information without confusion
4. Help field sales reps to improve customer engagement by providing compelling intelligence on the move

Gartner’s 2015 Magic quadrant report mentions that 28% of survey respondents are deploying and 14% are planning to deploy BI in some form on premise, cloud or hybrid cloud and that by 2017, the majority of business users and analysts will have access to self-service tools to prepare data for analysis.