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2015/02/26

Put your NetSuite Data on the Map - ERP Guru’s MapQuest Integration










A big benefit of NetSuite is its ability to quickly visualize and analyze your numbers: simply add a chart or graph to your dashboard and voilà you have full visibility.
If only we could get the same visual benefits from addresses…
Oh wait, you can.. for less $ than you think!
Imagine this: you’re a sales representative. It’s 7:15 AM, and you’re sitting at your kitchen table with a freshly brewed cup of coffee in one hand and iPad in the other. After sifting through the morning news, you’re ready to plan out your day. You have a customer that you are going to visit and you would like to maximize your time on the road (because you’re a bad@$%). You’re relatively up-to-speed with technology and you plot your route into your Google Maps. But, hmm… Who else can you see along the way? You scratch your head and go through your endless lists to see who would be feasible to meet on your route. It’s now 7:55 AM and it’s time to rush out the door. You quickly plot in another three customers, before you jump into your car and connect to your bluetooth to start selling!
As techies, we can safely say that you can do better than that.
Now picture this instead: Rewind back to 7:15 AM. You plot in your customer visit into MapQuest and you wonder how you can best maximize your day. Since your NetSuite database is automatically connected to your maps, you can instantly grab a quick visual of all other leads, prospects and customers located within a specified radius of your meeting. In just minutes, you have planned your visits to a logistical T with minimal thought involved. You have your zoomable, visual map with maximized travel time. It’s 7:19, why not start selling?
Back to reality: ERP Guru has been offering a Google Maps integration solution for many years. Lately, the Google Maps API license price was slightly increased so we developed an additional solution - equivalent but cheaper - using MapQuest. Both options are great and will take you exactly where you need to go!

Need to add some maps to your dashboard? Give ERP Guru a call and we will be glad to help you leverage your locations information.


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2015/02/19

Why Salesforce.com is the #1 CRM in the World, and How You Can Get it Now!

Are you considering Salesforce? Make your decision with clear and concise benefits. All you have to do is scroll down!



If you are in business, regardless of the vertical, and you are considering moving forward with a customer relationship management (CRM) tool, then you have, no doubt, heard about Salesforce. This worldwide leader in cloud-based CRM allows you to support your organization by providing the power to share data from anywhere, anytime. All you need is a mobile device with internet access.



Now, what does this truly mean for your business...Let’s cut through the jargon! If you are currently on a server based IT system, chances are, your sales team is equipped with laptops. After each day, your dedicated salesmen will head home and spend an extra hour or so working on entering in the data that they have collected from their visits, appointments and sales calls. Needless to say, you are probably well aware of this daily chore, as most sales teams share their displeasure in losing family time to data entry. Once the data is entered into their laptops, most will have to connect to the company VPN and upload their data into the central system. Since most companies do not ask their sales teams to perform this tedious task daily, the data only gets synced up to the system at the head office once a week. In turn, the exec. team can only begin evaluating and making critical market decisions based on data that is, at that point, a week old… Sound familiar?


Well, Salesforce allows you to forget about all of that.


How? Because this system lives in the hands of your entire sales team, giving everyone access to real-time information. Your company’s top decision-makers will be confident that the information that they are looking at is the most recent and accurate. Salesforce provides your company with the real picture, instantaneously.


Since Salesforce runs on the Salesforce1 Sales Cloud, your system is 100% web-based, trusted and secure. No one can access your information except for you and your team. Another beautiful thing - you don’t need your team to be physically present to get your goals organized. You can quickly and easily define roles and permissions with different security settings and views.
Salesforce is accessible to your entire team right through their mobile devices, through the Salesforce 1 app. This allows them to enter leads, look up prospect and client information (ranging from telephone number to address to actually seeing the map of where they are) to opportunity records, quotes, communications they have received and more. On the fly, reps can quickly click through and enter their call notes, share important sales information on chatter and keep everyone focused on the sale.


Back at the office, all the information entered by your front line team is directly accessible to the inside sales team, accounting, finance, marketing, operations, production and more.
Real-time data for real time business decisions.


Salesforce helps break down the silos of departments and provide true information sharing, which improves your customer experience as well! Anyone who has worked with any client can see the history, see the issues and the realities of the given account.


Ok so this was probably more information than you were looking for...Want the version in brief? Here we go!

Salesforce Key Benefits:


Close more deals - track your customer information and interactions in ONE place.


Get more leads - nurture leads, route them to the right reps at the right time, track effectiveness of your marketing campaigns.


Run your business from your phone

Accelerate productivity - automate complex business processes into one solution.



Make insightful decisions - set priorities and make decisions based on the best, most up-to-date information available.

To reduce any stress related to trying out Salesforce for yourself, ERP Guru has created the Salesforce QuickStart! This package allows you to get the solution up and running so you can get your hands dirty and actually try the product for yourself. Up and running in about 3 weeks, for only $8,000; the QuickStart allows you to test drive Salesforce so that you can decide what elements you would like to customize and which you would like to use as is!


For more information with regard to Salesforce visit http://www.salesforce.com.

For direct access to the details of the Salesforce QuickStart visit: http://erpguru.com/consulting/salesforce-quickstart


2015/02/03

NetSuite 2015.1 New Feature Highlights

Twice a year, NetSuite releases exciting upgrades to enhance the existing functionality or to provide new system features. The last release of 2014 delivered a completely new user interface and several changes in scripting, which were designed to improve the system usability and overall efficiency. NetSuite users turned to ERP Guru as an aid in leveraging these changes, in order to reap the benefits of the software update in real-time.

By the end of March, the NetSuite 2015.1 upgrade will be implemented for all users (see the New Release portlet of the Support tab for the exact date of your NetSuite instance). To make sure that you can get the most out of these features, ERP Guru will provide a series of health checks that are catered to your unique system. Want to know more? Talk to our experts today. In the meantime, scroll down for some exclusive 2015.1 sneak peaks!

New Email Templates

The new 2015.1 email template editor is more powerful, in both flexibility and ease of use. It allows you to create more advanced HTML email templates with a cleaner design. Note that the old email templates will no longer be editable as of 2015.2 (at the end of this year). Starting the migration to new templates as early as possible will help you save time, and avoid the hassle of re-editing all of your existing templates.

*Ask ERP Guru for a full evaluation of the email templates migration and modification.


OneWorld - Vendor Record Shared Across Multiple Subsidiaries

In 2014, users were required to create multiple records of the same vendor for multiple subsidiaries. With 2015.1, we can happily wave ‘goodbye’ to redundancy and now welcome more control to OneWorld users. More specifically, one vendor record can now contain subsidiary specific information such as credit limit, balances and unbilled orders, ensuring a more consolidated purchasing process across the subsidiaries.

*Ask ERP Guru for an analysis on how to reconcile those multiple vendor records for your OneWorld account.


Enhanced Options for Emailing Reports

Emailing scheduled reports, to multiple internal or external contacts, is a powerful functionality that companies are utilizing to ensure that everyone is on top of the latest information. Before 2015.1, HTML was the only supported email attachment option. This new functionality now supports Word, Excel, PDF and CSV, which ultimately reduces the pain of time-consuming report re-formatting, with its value-added user-friendly interface.




Easy to Use Workflow Templates

If you love the idea of capturing and automating your business process into a workflow in NetSuite, but you are not sure how to do it, you are not alone! As of 2015.1, NetSuite provides workflow templates to help users quickly learn and design workflows. The templates provided are common processes that can be leveraged as starting points to compare to your actual business process(es).

Version 2015.1 includes templates:

  • Journal Entry Approval
  • Purchase Order Approval
  • Sales Order Approval



Enhanced Advanced PDF / HTML Template Editor

The Advanced PDF / HTML template editor is no longer in beta mode, and has been upgraded to offer a sleeker and more simplified user experience. The enhanced flexibility of this new modern interface allows users to drag and drop HTML-based elements and easily edit their properties.



Prior to 2015.1, an advanced PDF/HTML template could only be associated with a custom form, and the template was used for both printed and emailed transactions. With the new release, simply select one template for printed transactions and another for emailed transactions to enjoy the flexibility of custom settings.




*Ask ERP Guru for advice on how to migrate the older templates to the new format.


Custom GL Lines Plug-In

Have you ever had this conversation?

Joe: “I would like to make some changes on the GL impact of this transaction.”
Jane: “Well…create a journal entry to reflect the accounts…”
Joe: “But…”
Jane: “I know, I know…. the journal entry doesn’t link to the original transaction and it’s hard for you to track which transaction this JE is related to…”

With 2015.1, there is no need to worry about tracking journal entries to transactions. The Custom GL Lines Plug-in allows the dynamic modification of the general ledger impact of a transaction. The custom lines created by the plug-in are linked to the original transaction, and can thus appear in reports and searches. Save yourself the headache!

*If you currently have custom G/L impacts or Journal Entries on transactions, ask ERP Guru to analyze how you could benefit from this enhancement.


More Highlights in a List

Think that’s it? NetSuite has plenty more up their sleeves with 2015.1 enhancements:

  • Procurement – RFQ: NetSuite made your procurement process more streamlined and efficient by offering the RFQ feature starting with Version 2015.1.
  • Month-End Revaluation Enhancements (OneWorld): 2015.1 provides a one-step approach to process foreign currency revaluation for multiple subsidiaries, which will save a lot of processing time when your foreign currency transaction volume is high.
  • Vendor Bill Payment Holds: This new feature will prevent accidental payment of Vendor Bills in question or dispute. Apply a payment hold to stop payments from being processed on approved vendors bills and prevent funds from inadvertently leaving the company.
  • Matrix Item Assistant for Assembly Items: With 2015.1, you can quickly and easily create Assembly items with a variety of product styles and options, without manually creating the matrix lists.
  • NetSuite for Android: NetSuite is now offering a fully-featured Android app, similar to the existing iPhone app, so that everyone can get on board.


Author:
Phoebe Zhang
Business Analyst, ERP Guru


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2015/01/26

Make NetSuite Speak with Your Existing Systems: An eCommerce Integration Scenario


When a system works for your company and is perfectly customized for your business requirements, it doesn't necessarily make sense to replace it... You have likely already made significant financial investments and spent time and energy training your team on how to use it. As a result, the decision to go forward with a new ERP system, like NetSuite, may spark concerns. Will it be possible to use Netsuite in in conjunction with the existing customized system(s)? Will NetSuite be able to exchange data with your other system(s)? 

The answer is: yes. NetSuite can be integrated with, pretty much, any other system.

ERP Guru’s Integration experts know Java like the back of their hands! They have completed numerous integration projects for clients, whether it is an existing CRM tool, a 3PL, or any other kind of project, shipping or ticket management system. One of the typical scenarios we often address is the integration of NetSuite with an existing online web store. 

eCommerce Integration Business Case

Companies that sell their products online will often want to keep their existing web store when they consider implementing NetSuite. Prior to deploying an ERP system, many of these companies have developed in-house management systems and databases to run their online businesses. In these types of situations, connectors must be developed to facilitate unidirectional or bidirectional flows between heterogeneous data formats. In other words, a connector can be created to simply link the existing in-house system(s) with NetSuite’s ERP system, as well as additional web-store applications. 

In order for NetSuite to have the most accurate information, data from the web-store must be shared with Netsuite. In the event that a client wishes to maintain both NetSuite and a separate in-house system, data will need to be fed to both systems from the web-store. For a clean integration, NetSuite and the in-house database should be able to synchronize customer records, inventory, orders and items as described below.

Supporting the in-house system’s existing records and incorporating new records from NetSuite, to keep the in-house database up to date, can pose an interesting challenge. Additionally, ensuring real-time updates from the web-store to NetSuite makes the project even more complex. To resolve a situation such as this, our integration team designed and built a connector to manage the synchronization between both systems as seamlessly as possible. Furthermore, real-time processing from the web-store to NetSuite can easily be handled by a NetSuite scripting solution.

Whatever the integration challenge is, ERP Guru has the knowledge, experience and tools to tackle it. Try us! Together we can leverage integration to make NetSuite speak with your existing systems, avoid data silos and add value to your overall business processes.

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2015/01/20

2015: The Internet of Things, Big Data & Cloud Computing

Internet of Things
Internet of Things (IoT)... Big Data… Cloud Computing… are these only big buzzwords for 2015 or are they a sign of a real technological revolution? In 2015, approximately 4.9 billion “things” will be connected to the internet, and to one another, to power up the IoT. By 2020, this number is expected to reach anywhere from 25 billion (Gartner) to 75 billion (Morgan Stanley) connected devices, fueling a $3 trillion industry. We’re talking serious technological and business transformation… not just buzzwords.

While more and more “things” are connected everyday, an increasing volume of data of varied types will need to be processed at faster rates. This is what we call ‘big data’. Several companies, mostly startups, are pioneering through this quickly-developing environment to  basically define the IoT. “At the pace they move, these companies rely heavily on cloud-based technology because they’re the only services that allow for quick innovation,” states Brian Roepke, Director of Product Lifecycle Management and Product Data Management at Autodesk (1). The rest of the market will need to keep up with the IoT revolution. In all cases, cloud computing provides, not only the flexible infrastructure to support the IoT and its massive data, but also provides sophisticated tools to drive innovation faster. Across the two hundred  US senior executives using cloud-based softwares that were surveyed by global industry analyst firm Frost & Sullivan, 81% said that the cloud represents a competitive advantage over non-cloud using rivals - especially for entering new markets and quickly adapting to change (2).

Cloud-based Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) and Product Lifecycle Management (PLM) systems provide the most efficient ways to spur finances, sales & marketing and product development. It is ERP Guru’s mission to free companies from their hardware and to offer simple and affordable cloud-based solutions. Our portfolio includes NetSuite (ERP & CRM), Salesforce (CRM) and PLM 360 (PLM) for fast configuration and deployment, to shape your company’s competitive edge. Don’t simply follow the revolution… drive it!




NetSuite™: IoT and Supply Chain Automation
“Today, more than 20,000 companies and subsidiaries depend on NetSuite to run complex, mission-critical business processes globally in the cloud” (2). NetSuite is THE reference cloud financials, ERP and omni-channel eCommerce solution. It will also prove to be a key platform in the great impact that the IoT will have on how the supply chain operates. As warehouse devices are connected and enabled to communicate with one another, they will directly track orders, fulfill and ship them, while mitigating the bottlenecks and eliminating human errors. These machine-to-machine transactions must be connected to the right management system to reach seamless processes and still provide personalized customer experience. NetSuite understands this vision and is ready for the evolution of business operations.

Salesforce™: Use the IoT and big data for new ways to connect with your customers
The massive data generation that goes along with the IoT (big data) obviously includes sales data. Smart consumer goods that continuously collect, store and analyze information on behaviors, choices and usage will provide an unlimited (and accessible) goldmine for marketing and sales professionals. Easy exchange of sales data, instantaneous customer analysis, and prediction of social media trends are some of the IoT enhancements to marketing strategies that can be harnessed by Salesforce. To push the IoT possibilities further, Salesforce provides open APIs that can be leveraged by developers to build smart and social apps on top of the Force.com platform.

Autodesk™ PLM 360: Skyrocket the connected device development and productivity
Autodesk already counts a number of exciting IoT companies that chose PLM 360 to bring new innovative products to market. The easily configurable workspaces and workflows allow for the development of a flexible and agile environment enabling quick time to market that fast-paced companies need.

Cloud-based ERP + CRM + PLM = Fully integrated environment for IoT
ERP Guru is not only positioned to provide top of the line services for NetSuite, Salesforce and Autodesk PLM 360 but also to ensure these systems are effectively integrated. Year 2015 is highly promising for cloud-based technologies, contact ERP Guru for the tools you need for your business transformation.


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