ERP Consultant Network Blog

Medical Device Software: Manage Unique Device Identifiers for FDA Compliance with Sage X3

Medical Device Software:  Unique Device Identifier

Medical device manufacturer’s have to constantly comply with the ever changing demands and regulations in their industry.  On top of that, keep their eye closely on lowering cost and increasing profits as they remain competitive.  These challenges emphasize the requirement of a system that will allow them to effectively run their business and roll with the changes

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Tags: erp software, Sage 100, Sage 100 Consultant, Medical Device Manufacturing Software, ERP software selection, sage100 certified consultant

View Online Webinar Showcasing CAD ERP Intergration


Growth and longevity of any manufacturing company is largely due to engineers evolving the product line through products like CAD.   At Clients First Texas we are delighted to host a live webinar on one of our favorite ISV solutions for your industry: Qbuild’s CADLink, a premier tool allowing for CAD and ERP Integration.

We are pleased to be working with CADLink as an integration tool to Dynamics AX or Dynamics NAV.  Based on our research and interviews, CADLink is one of the most comprehensive and efficient solutions on the market for manufacturing. This solution can be used to interconnect computer aided design (CAD) and product lifecycle management (PLM) systems with your ERP system.   I am very excited about this offering since it will save our customers many hours of labor, increase efficiency of BOMs, and can reduce the number of BOMs. 


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Tags: PLM, manufacturing, MRO, integrating, ERP, CADLink, BOM

Sage 100: 7 Easy Steps to Export Data to Excel

By Sage 100 Certified Consultant, Mike Renner

In the last few months several of our customers using Sage 100 (formerly MAS 90) have asked for reports or a way to get data out of Sage 100. We always look at the standard reports that are built inside of Sage 100 first. I believe it was important to document these procedures and a way to do this:

Many times it is easiest just to build a report that will pull data into a custom Crystal Report or in this case Excel.

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Tags: erp software, Sage 100, Sage 100 Consultant, ERP software selection, sage100 certified consultant

Bob Scott’s VAR Stars for 2015

Bob Scott's VAR Stars Recipient Highlight

Bob Scott’s VAR Stars is a select group of 100 highly accomplished market financial software organizations.The VAR Stars are chosen based on factors such growth, industry leadership,recognition and innovation. The VAR Stars represent a wide range of size and many different software publishers of accounting software, because it is not based on revenue. 
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Tags: erp software, ERP software selection, bob scott's var stars

13 Pointers for ERP Software Selection

Best Practices for ERP Software Selection

Your company has established the need for a business software solution.  The time has come to make a decision about which system to implement.  This can be a juncture where hesitation falters efforts toward growth, as many companies shy away from making the selection decision due to the size and cost of the project.  Rest assured there is a procedure by which your business can select and implement the best system.  By following this time-proven implementation methodology, the process can be significantly less daunting – even less costly.

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Tags: erp software, ERP mistakes, ERP software selection

It's Time for Sage 100 eCommerce Integration

Sage_100_ecommerce.jpgSage 100 eCommerce: 3 Reasons Sage 100 Customers Integrate

There comes a time for change when the business tools and software systems a business needs to operate are not integrated.  As your business grows, the demands of product delivery and customer service require spending more time and effort to manage disjointed systems.  Unfortunately, throwing more people at the problem does not fix the lack of visibility with non-integrated systems like Accounting, CRM, eCommerce, Point of Sale and Inventory Management.  As your business grows, it becomes more and more important to make informed and strategic decisions with available data.  eCommerce integration is important for Sage 100 customers who sell products through a webstore.  It's a real challenge and time drain if webstore orders are not integrated their backend accounting/distribution software.  Many Sage 100 customers have reached this tipping point and it’s only a matter of time before they tip.

3 Reason Why Customers Choose Sage 100 eCommerce Integration

Doing the same task in multiple systems is the opposite of what business owners want and the exact opposite of productivity.   As eCommerce sales activity continues to grow with the popularity of smart phones and tablets, people are purchasing your products from their kitchen tables, couches, planes, trains and automobiles.  According to The Statistics Portal “41.3 percent of global internet users had purchased products online. In 2017, this figure is expected to grow to 46.4 percent.”  Is your company ready?

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Tags: Sage 100 ERP, Sage 100 ERP ecommerce, Sage 100, Sage 100 partner

The Future of Salesforce Lightning UI

Salesforce Lightning Experience

Salesforce released their new user interface last year at Dreamforce, sharing the details of the product and information about the future roadmap for Salesforce with the attendees.

Lightening UI is a desktop version of Salesforce1 and is designed to be a tool for sales reps, structured with the purpose of guiding them through the appropriate actions, step by step, in order to close a deal.

The home page shows how you are progressing towards your goals, summarizing your progress via the dashboard. Your “Assistant” is to the right of the dashboard and lists everything that is assigned to you and requires your attention: tasks, leads, and so on.

Little yellow triangles will direct your experience through

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Tags: Salesforce, Salesforce Lightning

The Force is with You: Salesforce Lightning, Thunder and IQ

The Future of Salesforce is Thunder, Lightning and IQ

Not too long ago, in September, Dreamforce ’15 released two products that are going to serve as figureheads for the future of the Salesforce user experience.  This news was in the wake of the Lightning and Trailhead releases, although the significance of the news should not pale in comparison to the reception of those products, either.

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Tags: Netsuite and Salesforce Integration, Salesforce

Business software trends in CRM & ERP for 2016

Business software trends in CRM & ERP show that those which provide customer-centric convenience will reign supreme in 2016.

Business software trends show that those CRM and ERP applications that provides customer-centric convenience should reign supreme in 2016. As 2015 comes to a close, business experts and industry reports weigh-in to make predictions about the coming year. A few consistent projections indicate organizations need software solutions that are ready to capture data and provide flexible service. Here are a few ways companies need to adapt their operations to satisfy customers in 2016:

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Tags: CRM, ERP, Business trends

Are you Considering a NetSuite Implementation?  3 Things to Know First!

3 Things to Know Before Your NetSuite Implementation

I have eight years of experience working as a NetSuite consultant, with the past year and a half as a member of DSG’s sales and marketing team. In that time, I have had the benefit of observing the range of implementation approaches in the industry.  The gift of this perspective today is that I can share my awareness with prospective NetSuite users and give my opinion of the things one should know before choosing a NetSuite implementation partner.

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Tags: NetSuite implementation, NetSuite implementation best practices

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