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DYNAMICS 365 CRM CONSULTING

Bringing CRM for SYSPRO into the 21st Century: A Strategic Guide

SYSPRO, known for its robust Enterprise Resource Planning (ERP) system, has served organizations well over the years and will continue to do so for many years to come. However, as the business landscape evolves, the need for an integrated Customer Relationship Management (CRM) solution becomes increasingly critical. Given that SYSPRO CRM itself is ‘End of Life’, new solutions must be found.  In this blog post, we’ll explore how SYSPRO users can navigate the transition and embrace modern CRM solutions.

The ERP-CRM Divide

ERP and CRM serve distinct purposes. While ERP focuses on internal processes (such as finance, inventory, and production), CRM is all about managing customer interactions. Historically, organizations maintained separate systems for these functions. However, the synergy between ERP and CRM is undeniable. Let’s address the challenges posed by SYSPRO’s “End of Life” CRM and discuss the way forward.

1. SYSPRO CRM End of Life: What Now?

With SYSPRO CRM reaching its end-of-life status, users face a critical decision. Here are some steps to consider:

  • Evaluate Your Needs: Assess your organization’s CRM requirements. What features are essential? What gaps exist in your current system?
  • Explore Alternatives: Look beyond SYSPRO. Industry-leading CRM platforms like Dynamics 365 and Salesforce offer robust solutions. These platforms integrate seamlessly with ERP systems and provide advanced features.

2. Leverage Industry-Leading CRM Solutions

  • Dynamics 365: Developed by Microsoft, Dynamics 365 combines ERP and CRM functionalities. It offers AI-driven insights, mobility, and scalability. Integration with Microsoft Office 365 enhances productivity.
  • Salesforce: Known for its flexibility, Salesforce provides customizable CRM solutions. Its AI component, Einstein, offers predictive analytics. The mobile-first approach ensures access from anywhere.

3. Small- and Medium-Sized Enterprises (SMEs) Need Modern CRM

Don’t assume CRM is only for large enterprises. SMEs benefit significantly from modern CRM systems that include:

  • AI: Predictive analytics, lead scoring, and personalized recommendations enhance decision-making.
  • Mobility: Mobile apps allow teams to access CRM data on the go.
  • Scale and Reliability: Cloud-based solutions like Dynamics 365 and Salesforce offer scalability without infrastructure headaches.

4. Integration with SYSPRO: A Must-Have

  • Seamless Interaction: CRM users should initiate SYSPRO actions without switching applications. No more cut-and-paste or Alt-Tab!
  • Real-Time Updates: Changes in SYSPRO (pricing, credit status, inventory availability) should be visible within the CRM interface. This integration streamlines processes and reduces the need for redundant licenses.

As SYSPRO users transition from legacy CRM to modern solutions, they must prioritize integration, scalability, and user experience. By embracing industry-leading CRM platforms and tightly integrating them with SYSPRO, organizations can enhance customer relationships, streamline operations, and thrive in the 21st century.