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Tom Rogers

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Marketing Manager, Intellitec Solutions

10 points

I am a sales and marketing professional with over 20 years experience. Since 2000, I have been the marketing manager for a premier value added reseller of Microsoft Dynamics accounting and customer relationship management software.

I take an active role ...

I am a sales and marketing professional with over 20 years experience. Since 2000, I have been the marketing manager for a premier value added reseller of Microsoft Dynamics accounting and customer relationship management software.

I take an active role in creating direct marketing campaigns for our company, and have keen insight interest in search engine optimization.

I am active within the Dynamics marketing community, and I currently blog on ERP Software Blog

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Tom Rogers and 4 other people answered this question

March 29, 2011

Why are sales people not updating their accounts in CRM? How do you deal with this?

There are many reasons for such a scenario, such as those pointed out above about visibility into activities, and the potential to lose deal because other sales people are "spying" on your activities. But in my opinion, it all ties back to this: if the ... more

Sales Management

Tom Rogers and 2 other people answered this question

March 18, 2011

What is a better email system to build a CRM around, Gmail or Outlook? Why?

I have to say Outlook. Gmail has it's advantages to be sure, but unless you are a very small operation, you are going to run into problems. If you are going integrate your CRM to your ERP system - even on a very small and ... more

Tom Rogers and 14 other people answered this question

March 14, 2011

What other CRM systems are available besides Salesforce.com for small companies?

Full disclosure, my company sells Microsoft Dynamics CRM http://www.intellitecsolutions.com/productsservices/microsoft_crm/microsoft_c....
That said, I will add my voice to those who said Microsoft CRM, and add in one other critical factor - price. In a true apples to apples comparison of functionality, SalesForce will cost $125 per ... more

Customer Service

Tom Rogers and 5 other people answered this question

Jan. 31, 2011

Who should be involved in the selection committee for Mid-Market ERP implementations?

Depending on the size of the operation, an individual or a steering committee (with five to seven stakeholders) should be named Project Leader and put in charge of the needs assessment and selection process. The project leader may be actively engaged in procuring departmental input ... more

Erp & Crm Software.

Tom Rogers and 2 other people answered this question

Jan. 5, 2011

What CRM functionality am I missing by sticking with Salesforce?

In the interest of full disclosure, our firm (www.intellitecsolutions.com) handles Microsoft CRM, so you can say I am biased. That said:
You will not be able to sync recurring calendar events, or calendar event with locations longer than 80 characters. Multiday events sync as single ... more

Customer Service

Tom Rogers and 12 other people answered this question

Dec. 15, 2010

ERP Software Selection Best Practices: What are your 3 tips for selecting an ERP software?

Choosing the right partner is crucial for a successful ERP implementaion. To avoid making a mistake, you need to do your homework
1) Check your Solutions partner experience
• Are they well-versed in the unique needs and “pain points” of your industry?
• How many ... more

General Management

Tom Rogers and 1 other person answered this question

Dec. 15, 2010

How would you explain the difference between a Tier I and a Tier II ERP system to non tech Execs?

Without knowing more about your business, it is a little hard to say definitively. But the first things I would say about the difference between Tier I and Tier II is simple: 2 years and $2 million vs. 6 months and $150K. A Tier I ... more

Information Technology

Tom Rogers answered this question

Dec. 9, 2010

What is IT's role in ERP at your company?

I'll give a somewhat round about answer to that - IT's role within ERP should be to play a leadership role in supporting the end users. For instance disaster recovery - accounting data is updated daily, and backups should be created daily and stored off ... more

Information Technology

ERP Implementation

Tom Rogers published a brief

Sept. 16, 2010

Making Sense of XRM

General Management

Information Technology

Tom Rogers and 1 other person answered this question

Sept. 13, 2010

Upgrade sales force automation software?

Though this approach may be somewhat backwards, you may want to see what CRM package works well with your accounting/quoting system. The reason I say that is that integrating between a CRM and accounting system can get very tricky - despite what some people may ... more

Rightnow Technologies

Tom Rogers and 4 other people answered this question

Sept. 5, 2010

Have you ever purchased business email lists?

I would be very careful how your proceed with purchasing e-mail lists. Our company did this once, and the list was of no use at all. Typically the people on a purchased list have opted in to receive general business information. Since they did not ... more

Tom Rogers published a brief

Aug. 9, 2010

Upgrading an Accounting System: What EVERY Business Should Know

Information Technology

Accounting Software

Tom Rogers published a brief

June 29, 2010

Investing in ERP Software in a Down Economy

Accounting Software

Enterprise Applications

Tom Rogers published a brief

June 18, 2010

Have You Heard About SaaS? Is it Right for You?

Accounting Software

Accounting System

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