While working at SalesPad, I’ve witnessed multiple businesses encounter a situation that made it necessary to transfer and/or modify company data.
Common mistakes for customer relationship management entries begin with the creator of the notes not following a prescribed process.
Everyone tries to live by the K.I.S. method: Keep it simple.
It’s all too easy for a salesperson to fall into short-hand and have codes or initials that mean something only to them.
We get a lot of questions related to workflow setup here at SalesPad, and that makes sense with all the options available in our SalesPad GP workflow setup.
Whether you are starting a new company in Great Plains and SalesPad Desktop, or just updating your current data in the system, you often have to face the stress of manually entering all those records in Microsoft Dynamics GP one by one.
The ability for a user to easily extend functionality for a business solution is always handy. SalesPad ERP offers several means of extending functionality, with the easiest means being User Defined Fields, or UDFs.
Responding to customers based on their financial situation with your company is vital to maintaining consistent operations.
If you've ever been in the workflow setup in SalesPad Desktop, you have likely seen that there are two sections you spend the most of your time in; the workflow queues section in the top half of the screen and the workflow rules in the bottom half.