How to Select the Right Implementation Partner for ERP/CRM of Your Business?

You must be very careful while looking for an ERP Implementation Partner for your business, as everyone poses as the best. It can become a long and tedious project since there are hundreds of partners out there. Choosing the wrong implementation partner can cause ERP implementation to fail.

Look for a partner with extensive knowledge and a stellar reputation in the market. Also, they must have relevant experience with companies of your kind.

How to Choose an Implementation Partner?

Before choosing an implementation partner, there are a few things you need to take care of. Since this is expected to be a long-lasting business relation, thorough research is necessary. Follow the steps given below before considering a partner.

Identify Suitable Software

The first step is to identify the software that your business needs and address your industry well. Analyze your business requirements and decide what software would suit you best. Spot your business’s weak points and keep a list ready for the software offering solutions for the same. It is recommended to pick a unified solution such as Microsoft. There are manyMS Implementation Partners, but we suggest picking someone with one of the oldest bases such as Trident Information Systems.

Define the selection Criteria

With system stakeholders, you may want to define the selection criteria. Ask yourself questions like:

• If geographical proximity is important
• If you need to customize development abilities
• What is the support turnaround you are looking for?
• What are the other capabilities your service provider can offer?
• What is the financial viability of your service provider?

Finally, identify which one of these requirements is a must-have or nice-to-have.

Discuss with Your IT Team

Sit with your IT head and discuss the best viable option you could have for your business, according to the budget. Your IT team can best elaborate on the issues they face with the current technology and the most appropriate options you could pick from. Make sure your team

can create an effective and open communication channel with the service provider as it is most likely to be a long-lasting relationship.

Be Open and Receptive While Taking Demos

Many employees resent changes; your team might react the same. However, while you take the demo, be open about the process. Even if it seems a bit different than how you operate. It might completely shock you how you can make things even better and easier. Additionally, if it has already been included in the software you may save customization, maintenance, and support costs.

Identify Your ERP Project Costs

Once you are satisfied with the demo, the next step is to identify your ERP Project costs. There are many stories about how ERP implementation costs go out of hand and set a bill up to threefold of the original costs. Unfortunately, these scenarios happen in real life but don’t have to be. You can ask for a phased approach. You can break down the costs over a longer period and make it easier for your staff as well.

Ask How Their Customer Support Looks like

Once you go live with an implementation partner, you want to know what their customer support looks like. Their primary role is to help you achieve your goals, if you encounter issues, do they have a help desk for you? Or can they provide additional training for your team if required? Apart from this you would want to give regular reviews of your business needs, right, what about that?

Importance Of a Good CRM/ ERP Implementation Partner

It is important to have a good implementation partner since ERP/ CRM Implementation Services play a huge role in how your business is going to operate in the next five years. The following are the reasons why you need a good implementation partner for your business.

Increases Resources

Once you associate with an ERP Implementation Partner your business gets progressively robotized and executes a better synchronization among multiple business divisions. Data can steam smoother throughout the organization. And the best part is it eliminated postponements of data and miscommunication.

Creates Better Strategies

You can understand your clients better with real-time data and analysis. Understand your clients in-depth and identify their purchasing habits. With this data, you can make better strategies to retain current customers and lure new ones to the business.

Saves Time

Once you join hands with the technology partner, you tap into the abundant expertise services. It is more time-consuming to switch your in-house experts to a new CRM/ ERP tool. You no longer have to pull your people off their current projects. Instead, it is time to train on your new completely implemented system.

Greater ROI

When you outsource CRM/ERP implementation you are bound to get a higher ROI, training a partner cut you the time on getting your system up and running your team. Instead, now your team gets enough time to carry out the tasks they are best at in the meantime. This ends up boosting your business productivity and profit.

Automatic updates

You no longer have to worry about the upgrades, your Implementation partner is now responsible for it. You will never fall back since you will always be on the latest technological version. Optimize the latest ERP and CRM tools to boost business productivity.

Why Trident?

Being MicrosoftERP Implementation Partner and AX Implementation Partner, we offer strategic business and technology services, such as integration, implementation, migration, support to D365(AX), Business Central (NAV), LS Retail (LS Central), IoT, Mobility & Visual Quality Inspection.

Armed with 150+ certified technical resources and experience of over two decades, we have set solid ground services for retail, hospitality, eCommerce, logistics, manufacturing, oil, and energy, duty-free, and education industries. We have won several awards and are recognized as Microsoft and LS retail Gold partners. For further inquiries or a demo contact us.