Tech Landscape Flashcards
Epicor
ERP
Sage
ERP
What does ERP stand for?
Enterprise Resource Planning
What is an ERP?
An ERP is where you put your transactional data, also known as your back office system or your invoicing system
What are some of the Challenges with ERP’s
good for data storage, hard to get data out of, many different data sets live inside of an ERP (ie; HR data, inventory data, purchasing data, accounts receivable data that a seller doesn’t need)
Power BI
BI Tool
Tableau
BI Tool
Qlikview
BITool
Phocas
BI Tool
Mits
BI Tool
Cognos
BI Tool
What does BI stand for?
Business Intelligence
What is a BI tool?
A tool that displays high level transactional data typically displayed on dashboards that is best used for high level executives
SalesForce
CRM
Netsuite
CRM + ERP - they could be using both or just the ERP or just he CRM
Microsoft Dynamics (AX)
CRM and ERP.
They could be using either or both
Sugar
CRM
Telenotes
CRM
ZoHo
CRM
What does CRM stand for?
Customer Relationship Management
What does a CRM do?
a CRM is a call reporting tool that is used to track opportunities
What is the problem with CRM for distribution and manufacturing companies?
CRM data is only as good as the data put in, sales reps are typically busy and don’t put accurate data in or nothing is put in at all. CRM struggle to integrate ERP data
Microsoft Dynamics
ERP
Infor
ERP
Verisons:
SX.e, CloudSuite, FACTS, Syteline
Profit21
ERP (made by Epicor)
DDI
ERP
AS400
ERP
SX.E
ERP (made by Infor)
Eclipse
ERP (made by Epicor)
Tour De Force
CRM+BI lack of mobility, lack of simplicity leading to poor user experience
How to position sales-i against BI Tools
sales-i is designed specifically for sellers at the street level we do not require reps to analyze any data, our technology does the analysis for them. BI Tools are great for exploring data and mining data which is typically a management function
How to position when someone has CRM already
We are not going to replace your CRM, we enhance your CRM. We give you relevant information about your customer’s buying habits, what to talk about and when to talk about it.
