The process of choosing a CRM can be overwhelming because there are now so many new solutions available.  Per Stan Roach of Agiliron you have to simplify and take the zero’s and one’s out of the technology equation and just talk about what the business needs and then move backwards into the technology.  As technologists it’s important to remember “Technology is to serve the serve the business objectiveâ€.

Agiliron wants to help their customer’s sell in more places but manage it in one.  The whole concept of selling in multiple places is somewhat new.  Most of the prior software systems focused on selling in one location.

With Kathy’s motto of Systemize, Automate, and Be More Productive, one of the most important tasks is to be able to enter a document just one time per transaction. The concept of ENTER ONCE (also heard as 360) meaning; once entered as one part, all the other parts that may want to see it or know about it can do so.  You may have a transaction such as an order can be viewed in various ways.  The traditional way of saying I need to have best of breed, solo application, in the desktop world, was true in the desktop world because you were constrained with integrated products, they tended to be a mile wide and an inch deep. Now with cloud computing, you can have functionality that’s best of breed and integrated so you can be mile wide and mile deep, so that you have the systemize and automate and the depth of functionality with integration, you don’t have the compromise that use to occur with desktop software.

Agiliron solution  integrates the website, the invoicing, receiving the payments, the CRM, the inventory, and  integrates with QuickBooks.  Agiliron focuses on every application or every function that has to do with transactions, which includes front office (customer facing functions) and the back office (invoicing, PO’s, ordering goods, inventory, pricing, order pick, pack, shipment and fullment) which are the backbone that serve multiple channels.  Agiliron system integrates all of the functions to be more scalable.

The CRM is fully integrated.  It’s a more complete customer experience. In addition to having all their contact information, you have their order history, and customer support history with a broader view because it’s tied in with all their transactions.  It’s a more holistic way of managing your business and managing your customers because you’re looking at all elements.  It’s really changing the small business world and the next ten years business will be totally different than it is today.  We’re at the changing point  when we’re moving from separate applications that are somehow manually integrated to integrated suites that are available from the browser.  The ability to have a widespread set of personnel at different locations all interacting with one system, is radically changing how commerce is done.  There will still be a system administrator function who will control functions of the personnel.  Each person using the software will have their own unique view which is customized to only the information they need to perform their task. Agiliron Ecommerce Solution fully integrates with QuickBooks accounting software so that data does not need to be entered in multiple places.  All data about customer communications and activities is fully documented with every aspect of the customer transaction and then fully integrates and flows into other parts of the transaction including inventory and complete accounting management.

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