I'm looking for a better solution for my business because I need to:
We need to spend less time searching for files and compiling bits and pieces of data from our separate systems and more time working on results.
If our people had the power to make the necessary changes they need to do their job more efficiently, then we would have more time to get more work done.
Knowing where we stand at any moment would help us finally stick to our business plan instead of always trying to just get caught up on all of the behind the scenes work.
Separate silo data points are no longer working and our separate systems take too much manual time and effort to maintain. Having our files stored in one place with easy access to our data would be a major improvement in not only productivity but will give us better insight as well.
We need software that is easier for our people to use and works with their natural flow.
We need a system that we can easily train new employees on using and one that non-financial people can navigate easily and get their jobs done quickly and as painlessly as possible.
We need to be able to accurately plan current and future capacity.
It would be nice to be able to identify patterns and trends faster so that we can respond to them immediately.
With growth comes growing pains, we need to set in place standards that make servicing our customers easier and more efficient
We plan to branch out into new markets and channels and we need a system that is flexible enough to not hold us back when we are ready
We need real-time data about where we stand. Our employees need quick insight into predefined views of data tailored specifically to their jobs and they need to do more without engaging IT staff.
We need to analyze each of our projects and contracts’ profitability more efficiently.
It would be great if our sales people could create customized pricing while on the road or in a customer's office.
Not having to manually maintain separate systems that don’t easily link together would be a major improvement. Having all of our files and data in one place would be great.
We already provide great customer service and our team is always on top of customer requests, but it would be nice if we had a system in place that allowed us to be more proactive and analyze data and trends before they become customer service's problem.
We really need to get a better handle on knowing who our most profitable, high-value customers are. Tying everything to our financials would save us a lot of time every day. Time that our team memberscould be using to do more productive work.









