[Podcast] Why Switch ERP Systems?
Updated: Oct 1, 2019
Season 1, Episode 6: Two Guys, Coffee & Business
Today we are talking about some of the top reasons organizations choose to switch enterprise resource planning (ERP) software.
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00:07
- guys coffee and business podcast I
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have a buddy we're back after a quick
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break the holidays - guys coffee and
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business podcast yes sir yes sir it's
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been a couple of weeks - yeah I'm good
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I'm Todd works here with Michael
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introvert old yes that's mister roll
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tide today yeah my team pulled off the
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victory pretty happy about that
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yeah it's good - short like everybody
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else says he had me always
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probably it was pretty good I had a
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little bit of traveling and a lot yeah
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so what we talked about today my friend
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yes so why do companies switched the RP
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software it's easy Microsoft they pretty
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much everybody say wow you know I mean
01:27
here's
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I guess do probably a million reasons
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depending on who the company is but you
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think it is probably did what five top
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reasons why companies switch yeah I
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think we think the number one involves
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if our two guests I would say that uh
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everybody wants an integrated something
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that's integrated all in one everybody
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has too many different systems running
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at the same time so you should something
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further your financials and then
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something else to keep in track of
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inventory well-being in marketing and
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having an existence of analytics that I
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do for our prospects I can tell you the
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number one pain point that they will see
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relate to that is we are outgrowing or
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basic software and the more
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comprehensive functionality and better
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reporting analytics but they're not sure
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what to do next so it is awesome you
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know in line with kind of what you said
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they're outgrowing the five or six
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systems or software's that are used
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you just don't know what to do a lot of
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places want more software and and why
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wouldn't you do connector you'll just it
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take up so much time
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yeah that to it plus it just keeps
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confusing but yeah nothing seems to work
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out what do you want to do what else
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guys yes I am I found a couple reasons
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why why would you switch from maybe say
03:06
QuickBooks to done even it's 365 yes I
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think sorry
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I think somebody wants once you get to
03:25
that yeah the other kind becomes
03:30
corrupted then yeah so it's okay to use
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it so it's just it's pretty crazy
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yeah why'd you do that I don't know oh
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one thing on topic we're a little old
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school today with McDonald's cafe I'd
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say when I got another pain point here
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that uh that seems to be number two on
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my list
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this said earlier we need an integrated
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solution to manage our entire business
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that it's easy to use deploy and
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maintain I'll take it over I of course
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it was not the Olympics fuck hey you
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know I mean that makes complete sense I
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mean everybody wants something that's
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easy to do with deploying maintaining
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like you said quite jump back and forth
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between software to confuse commands if
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you forget them completely yeah
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yes more more reasons with with
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QuickBooks is there's a really lot of
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control paper trail as well
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really yeah that's other that's a
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magnificent yeah not to be passive
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QuickBooks it's great for you know a
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small company right once you you get to
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a point where you do outgrow it you need
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a little bit more you know most of our
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customers and prospects I guess they've
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been moved from see QuickBooks to
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it's basically that they just need
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better inventory control it's pretty
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it's pretty easy three all right number
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three is let's see if we want to move to
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a cloud-based solution to avoid need to
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invest an IT infrastructure everybody
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get a solution they can be quickly
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available and it's I mean it that's a
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long life devolve applause we should say
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you don't have all the upfront IT cost
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to buy the servers and and all that type
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of thing you just host another Microsoft
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Azure one backflow deal with security or
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just you personally goodbye and all the
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maintenance and upgrades but uh yeah I
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can say they agree that for sure you
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think I'm all for cloud I guess as a
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millennial growing up
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yeah awesome
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something maybe topic for a future
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discussion with which city to answer is
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wonderful so you got another order
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oh yeah I think gone for forever yes so
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quick bugs
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it doesn't really handle multiple
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warehouses or multiple companies yeah
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ideas man 491 365 you got the option to
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have multiple companies even have
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intercompany postings
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I think I could be wrong I think oh my
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god finally they X yeah I think that
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mister since my financials used to be
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it's crazy it's all starts with
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businesses yeah that's number four
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number four would be we need real-time
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information to flow quickly across the
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organization to take advantage of rapid
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changing market conditions I kind of
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think what books it might be pretty good
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at this because they have access to love
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you can access quickly acquittals on
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your tablet or your phone information
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yeah I mean real-time it's kind of been
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a big pain point for a lot of prospects
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and I everybody's talking about how they
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young
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I guess you're doing especially other
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well my cat stance respect different for
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evil market perspective let's see how
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marketing team and you know somebody's
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crunching all these numbers and using
09:45
power bi with your nav or whatnot and
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you need to know exactly who your next
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campaign gonna go out to it's not real
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time during this investigation
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you might send up a campaign and fool
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people yeah it's one of the benefits be
09:59
full 14 year pieces lost now is support
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issues a lot of that's interesting you
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know a lot of older systems when they
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get out the ended it's very difficult to
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find somebody who's familiar with and
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all the older system that is say 10
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years old and where are no longers of
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business yes you're staying for the
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parties you can't get it fixed really
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brighten easier that quickly or if you
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get an error message even and you know
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things like you do right what you do you
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know people start making all these
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modifications just fine on top of it
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just yeah the create workarounds but
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that's not a you're not paying for
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anything that here right yours we're
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going around totally bad about that - it
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is if you don't use the same support
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portion
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and then keep making those modifications
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- uh-huh then you just look to somebody
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else they have absolutely no idea what's
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going on you're talking a lot of money
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right there yeah it's crazy
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all right smaller five ahead is our
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existing solution that offer enough
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flexibility it doesn't integrate well
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with other systems which I for dynamic
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style Microsoft Dynamics that's becoming
11:17
one main focal point in every outlook
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Excel you know they have all the ad
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extensions from a half-smile ISPs and
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not only that but by mimics 365 now
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everything has I mean you got a sales
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platform and financials a talent field
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service you've had all these different
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functionalities and different yeah
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systems and now with Microsoft that he
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was 365 they can all connect the
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interview together
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yeah so then you get to keep the same
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look and feel throught everything so
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right you're very familiar with already
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there's both views I work
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so typical Microsoft is ribbon on top he
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doesn't mean it
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I give you tax bar something outside if
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you looking the same and integrating
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well right yeah
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makes everybody's life a lot easier all
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right yes so yes how do we and help me
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find these these symptoms of how growing
12:29
your current system interesting dat any
12:34
thoughts on that uh I would say that
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well I'll tell you what if you're if
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you're out in the field doing something
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and you don't have access to your system
12:53
you don't have mobile access or tablet
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access and it's that's that's a sign
12:59
right there
13:01
oh yeah we know this because we're old
13:04
and exist for your mobile phone or your
13:07
tablet but next you mobile phone
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countless sites don't have under watch
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community you know well what I did
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notice is a lot of people are using
13:25
Excel more than they are using their ERP
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system that's the problem
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yeah sending that are bigger pain for
13:33
something you're not even using yes it
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does integrate well with where you're
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using this you know I read this
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but said that 40 percent of a person's
13:50
work day it's lost switching through
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software for one software the other so
14:00
you're 40 percent less efficient let's
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say because you have to switch from this
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to that and maybe copy from this to that
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and in fact whether the so if you don't
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have to scream you try switch back
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before yeah number six I got we're
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interested in cloud solutions we're not
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sure what's the right fit for our
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business we think that's fine if it's
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got the right fit for everybody I mean I
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think pretty much do anything for the
14:39
right parts as well of course I find it
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very you know it's very rare that they
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have can and will someone of the service
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industry or this review germane family
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or their native it's 365 I do think that
14:58
they're kind of doesn't have to be a
15:01
perfect fit because so if I were small
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business and I came to you and I said
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you know what hey we're just looking to
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have something in the cloud that handles
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our financials we want to be able to
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access from our phone
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and it maybe maybe maybe monitor our
15:19
inventory after we saw product but
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that'd be more of a damn thing would you
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scary towards like financials we're
15:27
small traffic maybe five people not at
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all
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yes that's actually kind of that brings
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up a good point I how I kind of
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differentiate between who's a nav fit or
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by name is 365 is the user and if it's
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probably under six users I would say
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it's probably better fit for Dynamics
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365 depending on your requirement sighs
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yeah between right right but it makes
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mixed complete stunts
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yeah but Dynamics 365 is great for a
16:06
small company but just looking for
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financials and inventory even a little
16:12
bit of like maybe fancy being smart and
16:14
picked up a little bit yeah but right
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now it's pretty much that's it
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right there it's like anything else it's
16:26
been seven points
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why don't have a Microsoft fan you did a
16:30
pretty good working for Microsoft fan
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but it makes it easier you if you if you
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put QuickBooks at for me I wouldn't know
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what to do at first because I don't know
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what it looks like I've never used it
16:43
anything but would my name is 365 pretty
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funny I still have a feeling kind of how
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to get it wrong yeah I really like
16:58
Microsoft Word you're hearing it's got
17:01
the same look and feel really what we do
17:09
that's right do what we do what secret
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yeah I don't know if we've really
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touched by reporting issues but reports
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are not easy especially but data is a
17:30
real-time oh how did you have a good
17:33
report right yeah and when they have my
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name is 365 you can schedule reports oh
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so I think that's always trying to add
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do we even have to create it you can
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just put a schedule come in the next
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days right there plus a shout-out to our
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last podcast which features two people
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that's right so yeah Dynamics 365 -
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enough
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multiple people yeah which by far away
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those those what competition all right
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the next one that I had is this is a
18:13
pretty good we've heard of ERP solutions
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but they're only for big companies and
18:19
are too complex to use expensive to use
18:28
well I mean that's I guess it depends on
18:32
your your requirements i I really don't
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think that uh dynamics is any of the
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dynamics products are too complicated to
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use cuz I mean it doesn't have that same
18:43
office 365 for Camille yeah so that's
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that's pretty right I think certain
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products are probably to bidding for
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service organizations but that's why
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there's multiple products yeah you know
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you're one person user building bicycles
19:00
on your garage a lot like Dynamics
19:04
but that Exorcist the fire crisis would
19:07
work use it so I would say that it's not
19:14
true give us a call eighty-four 75903
19:17
thousand after Tom Michael we can help
19:20
you shameless plug yeah why not
19:26
I got one more if you want to hear it
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yes
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alright the final one is IT systems to
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take away from other investment areas
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put strain on cash flow so that kind of
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goes with if you're in the cloud okay
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that's my servers pay ninety people to
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set everything up and handling security
20:03
yatta yatta yatta so I'd say that it's
20:07
not true we cannot remove that as well
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right yeah all they treated their
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happiness
20:12
how does amazing yeah all right that's
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all I guess I think that's about that's
20:22
all we got for today that was pretty
20:25
good a little discussion there on why
20:28
you should switch to Microsoft Dynamics
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possibly if you're a good fit
20:33
is this podcast six I believe all right
20:37
past the yeah middle of our season I'm
20:42
in town works platform it was got over
20:44
the hump that's not what yeah all right
20:48
well thanks a lot everybody appreciate
20:49
it yeah thank you for stopping by and
20:51
take a look good listen yeah we'll see
20:55
you next time