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3 Tips for Choosing a CRM Outsourcer

With the higher expectations of customer relationship management (CRM) systems for companies, it’s important to select the right outsourcing partner to help implement and maintain these platforms. One would think to best minimize costs to run CRM inhouse. While you should have a dedicated team to manage the platform, there would still be a lack of skills and resources that are mostly found with CRM vendors. This is why you should really consider outsourcing your CRM system and focus on choosing the right partner to assist you with it. Dennis Turpitka, founder and CEO, Apriorit shared an article on destinationcrm.com of the importance of finding the right vendor to handle  your CRM. Turpitka shares all the basic needs such as implementation, support, and cybersecurity that should be greatly considered. Additionally, finding a vendor that meets your company’s expectations will be very difficult. He suggests during your search in finding the best outsourcer to consider the following:

  1. Clearly define your goals.
  2. Establish your expectations.
  3. Look for diverse experience.

Finding a vendor that checks off all these areas will take a great deal, but doing so may bring a strong advantage to your CRM system with another company.

 

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Need to deduct a percentage or a flat amount from a vendor’s invoice? Here’s how…

Need to deduct a percentage or a flat amount from a vendor’s invoice?  Here’s how:

  1. Setup a distribution code on AP05.3 as a percentage and indicate the account that the amount should go to. You can actually setup two or more different percentages to distribute to two different accounts. Make the percentage a negative percentage when deducting an amount from the invoice.
  2. On the vendor’s AP10 record on the Default Tab add the distribution code. It will default onto the invoices and automatically deduct the percent or percentages specified on the AP05.3 form for the distribution code.

  1. You may have to adjust the invoice total amount to reflect the deduction(s) to be in balance.

VendorLaunch Vendor Self-Service Portal

As you might have heard, we’ve been working on a fully cloud-based, vendor self service solution for about a year now. We have worked with several customers to create a solution that is simple, intuitive, and brings instant value to any organization dealing with vendors and suppliers. Join us on Thursday June 6th (9am PST) as we do a walk-thru and a public Q&A. The webinar will feature the following modules and functionality:

  • Vendor OnBoarding
  • Vendor Check Requests and Invoice Submissions
  • Purchase Requests
  • Routing, Approvals, Document Management, Audit, Integration, and much more

Nogalis Soars at the 15th Annual West Coast Mega Conference

Kicking off 2018, the Lawson user group community held its first event, the 15th Annual West Coast Mega Conference. Bringing together the Pacific Lawson User Group (PLUG), Southern California, Arizona, Nevada Lawson User Group (SCANLUG), and Northern California User Group (INCLU), 19 vendors and over 100 attendees gathered at the Pacific Life building in Newport Beach, California for a 2-day conference on January 23rd and 24th. Attendees chose from over 60 educational sessions covering topics from upgrading to the latest Lawson version, to migrating from on premise to the cloud. Nogalis hosted 2 sessions (Payroll Automation – How we pay 100,000 employees weekly using IPA with no user interaction & How Several Lawson Clients have cut Operational Costs by 35%) with almost 40 attendees, among the largest turnout of any other vendor session.

In recent years, Nogalis introduced their new security product, LSFIQ . The 2018 West Coast User Conference was the first for attendees to see the latest version of LSFIQ. People who visited the booth were given quick demos of the product, signing those interested up for a free version to test out. In return, they would be entered in a drawing for a chance to win a bitcoin wallet valued at over $100. And just for visiting the booth, attendees were given phone hook clips branded with the Nogalis logo to attach to their mobile phones as a handy phone stand and holder. The bitcoin wallet gathered interest; however, the grand prize was the talk of the event. Those who attended either of the Nogalis sessions were automatically entered in a drawing for a chance to win a FREE helicopter ride from local flight school, Revolution Aviation. The ride would include an introductory lesson, a 40 minute – 1 hour tour of Orange and Los Angeles County, and an opportunity to take control of the aircraft in the pilot’s seat! With many of the attendees being Southern California residents, there was no doubt they wanted to get their hands on this amazing experience.

As gold sponsors once again, Nogalis hosted the evening  event at the Marriott hotel, where attendees and vendors enjoyed great food, played casino games, networked with one another, and won raffle prizes.