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ERP Benefits for a Sales Manager
Manage episode 409079888 series 3433144
Content provided by Peter Nicholson & Nirav Shah, Peter Nicholson, and Nirav Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Nicholson & Nirav Shah, Peter Nicholson, and Nirav Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Send us a message about this episode!
Dive into how ERP systems are changing the game for sales managers! Forget juggling spreadsheets, CRMs, and endless emails. This talk is all about giving you the lowdown on how ERP brings everything into one place – from customer sales history, delivery stats, to what's in stock.
This means you can plan better, avoid stock issues, and keep the sales engine running smoothly.
If you're tired of the old spreadsheet shuffle and want a peek at how ERP systems can seriously up your sales game, this is for you. Let's make sales magic happen with ERP!
👋 JOIN THE CONVERSATION:
Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you!
🔔 STAY IN THE KNOW:
Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond!
#ERPTips #BusinessProcesses #ERP #BusinessCentral #Acumatica #AdCirrusERP
Support the show
Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk
Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk
👋 JOIN THE CONVERSATION:
Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you!
🔔 STAY IN THE KNOW:
Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond!
#ERPTips #BusinessProcesses
58 episodes
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Manage episode 409079888 series 3433144
Content provided by Peter Nicholson & Nirav Shah, Peter Nicholson, and Nirav Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Nicholson & Nirav Shah, Peter Nicholson, and Nirav Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Send us a message about this episode!
Dive into how ERP systems are changing the game for sales managers! Forget juggling spreadsheets, CRMs, and endless emails. This talk is all about giving you the lowdown on how ERP brings everything into one place – from customer sales history, delivery stats, to what's in stock.
This means you can plan better, avoid stock issues, and keep the sales engine running smoothly.
If you're tired of the old spreadsheet shuffle and want a peek at how ERP systems can seriously up your sales game, this is for you. Let's make sales magic happen with ERP!
👋 JOIN THE CONVERSATION:
Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you!
🔔 STAY IN THE KNOW:
Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond!
#ERPTips #BusinessProcesses #ERP #BusinessCentral #Acumatica #AdCirrusERP
Support the show
Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk
Reach out to us!
Nirav Shah - nirav.shah@adcirruserp.com
Peter Nicholson - info@petenicholson.co.uk
👋 JOIN THE CONVERSATION:
Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you!
🔔 STAY IN THE KNOW:
Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond!
#ERPTips #BusinessProcesses
58 episodes
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The ABCs of ERP & Beyond
1 From GI to BI: Live Demo – Acumatica to Power BI 49:31
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Play Later Play Later Lists Like LikedSend us a message about this episode! Ready to bring your Acumatica data to life? In this live demo episode of The ABCs of ERP & Beyond , we walk through the full process — from creating a Generic Inquiry (GI) in Acumatica to connecting it directly into Power BI. 🚀 Learn how to structure your GI, expose it via OData, and build a Power BI report that turns raw data into real insight — all in real time. Ideal for analysts, admins, and anyone tired of copy-pasting into Excel. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
Send us a message about this episode! In this episode of The ABCs of ERP & Beyond , Pete and Nirav dive into why modern CFOs should care deeply about ERP systems — and how the right system can transform financial operations in manufacturing businesses. We walk through five core CFO responsibilities and break down how ERP makes each one faster, smarter, and more reliable: ✅ Budgeting (without the Excel chaos) ✅ Financial reporting that’s real-time and audit-ready ✅ Capex and asset management with clear ROI ✅ Strategic planning powered by consolidated data ✅ Built-in internal controls that reduce risk Whether you’re a CFO, finance director, or just want to understand the real value of ERP beyond operations, this one’s for you. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
Send us a message about this episode! It’s an ERP smackdown! In this episode of The ABCs of ERP & Beyond , Pete and Nirav go head-to-head on Business Central vs. Acumatica—two major players in the mid-market ERP world. We break down how they stack up in five key areas Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03E09 | 10 Steps To Set Up Business Central 48:03
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Play Later Play Later Lists Like LikedSend us a message about this episode! Ready to hit the ground running with Business Central? In this episode, Pete and Nirav break down the exact 10 steps to go from zero to ERP hero. Whether you're migrating from another system or starting fresh, we’ve got you covered — from licenses and location setup to posting groups and Power BI. Bonus: you’ll be placing your first sales order by the end of this episode. Let’s make your Business Central setup smoother than your morning coffee. ☕ Find out how to grab a free 30 day trial here: https://learn.microsoft.com/en-gb/dynamics365/business-central/trial-signup Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03E08 | Surviving the Trump Tariffs: How to Handle Them in Business Central! 37:33
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Play Later Play Later Lists Like LikedSend us a message about this episode! The Trump-era tariffs continue to impact global trade, and businesses need to navigate them efficiently. In this video, we break down what these tariffs mean, how they affect your costs, and—most importantly—how to manage them effectively in Microsoft Business Central. Learn how to: ✅ Track and apply tariffs in BC ✅ Ensure compliance with import duties ✅ Minimize financial surprises in your supply chain Don't let tariffs disrupt your business—watch now and stay ahead of the game! #ERPTips #BusinessProcesses #BusinessCentral #TrumpTariffs Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03E07 | Surviving the Trump Tariffs: How to Handle Them in Acumatica! 46:24
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Play Later Play Later Lists Like LikedSend us a message about this episode! The Trump-era tariffs continue to impact global trade, and businesses need to navigate them efficiently. In this video, we break down what these tariffs mean, how they affect your costs, and—most importantly—how to manage them effectively in Acumatica. Learn how to: ✅ Track and apply tariffs in Acumatica ✅ Ensure compliance with import duties ✅ Minimize financial surprises in your supply chain Don't let tariffs disrupt your business—watch now and stay ahead of the game! Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03E06 | Building the A-Team for ERP Success 45:38
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Play Later Play Later Lists Like LikedSend us a message about this episode! Implementing ERP software is a massive undertaking, and the right project team can make or break the process. In this episode of The ABCs of ERP and Beyond , Pete and Nirav break down what it takes to assemble a winning team for a smooth and successful ERP implementation. 💡 Key takeaways: ✅ The essential roles every ERP project team needs ✅ How to balance business and IT expertise ✅ Common pitfalls that derail projects—and how to avoid them ✅ Tips for keeping stakeholders engaged and aligned Whether you're just starting your ERP journey or in the middle of an implementation, this episode will give you actionable insights to build a strong, effective project team. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03E05 | Credit Card Processing in ERP – What You Need to Know 33:17
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Play Later Play Later Lists Like LikedSend us a message about this episode! Struggling with manual payment processes outside your ERP? If your team is manually adding e-commerce payments, dealing with delayed collections, or lacking a seamless way for customers to pay invoices, it’s time to rethink your credit card processing strategy. In this episode of ABCs of ERP and Beyond , we explore how integrating credit card processing into your ERP enhances efficiency, improves accuracy, and boosts customer satisfaction. We cover: ✅ The role of payments, AR collections, and ERP integration ✅ Pros & cons of credit card processing in ERP ✅ When to consider integration based on order volume, business type, and payment cycles ✅ Key challenges, like handling processing fees and switching payment providers ✅ Leading providers like Nuvei, ChargeLogic, EBizCharge, and more If you’re evaluating credit card processing for your ERP, don’t miss this essential guide! 🎧 Listen now and subscribe for more ERP insights. 💬 Have questions? Drop them in the comments! Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03 E04 | Acumatica Summit 2025: The Biggest Reveals & What They Mean for You 51:46
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Play Later Play Later Lists Like LikedSend us a message about this episode! Acumatica Summit 2025 delivered some big surprises, powerful updates, and key insights that could shape the future of ERP. In this episode of The ABCs of ERP & Beyond , we break down the most important announcements, discuss what they mean for businesses, and share our biggest takeaways from the event. 💡 What’s Inside: ✅ Must-know product updates & new features ✅ Surprising moments & major trends ✅ How these changes impact ERP users ✅ Our expert analysis & predictions Don’t miss this exclusive recap—watch now to stay ahead of the game! 🔔 Subscribe for more ERP insights & expert takes! #AcumaticaSummit #ERP #TechUpdates #TheABCsOfERP Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S03E03 | Business Central Mobile Scanning: Is it a Game Changer? 🚀 34:26
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Play Later Play Later Lists Like LikedSend us a message about this episode! Ever wondered how different ERP systems handle mobile scanning? 🤔 In this final part of our mini-series, we put Business Central to the test and the results were quite unexpected! We often see similarities between Business Central and Acumatica, but in mobile scanning, the differences are stark. Tune in to find out how these systems compare. #ERP #MobileScanning #BusinessCentral Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
Send us a message about this episode! In the second part of our three part miniseries, Nirav takes us through Acumatica mobile scanning features. From receiving an online order from your Shopify store, all the way through to warehouse picking, packing, shipping. We see the power of a modern ERP and the way it brings multiple business process flows seamlessly together. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
Send us a message about this episode! Welcome back to the third season of our podcast all about ERP and how it can enable growth for your business and optimise processes. To kick off 2025, we're taking a look at mobile scanning technology - the benefits, what the options are, and how to start thinking about the implementation of the technology. Don't forget to subscribe to ou podcast wherever you're listening to us from, and go check us out on YouTube as we'll be showcasing mobile tech demos in Acumatica and Microsoft Business Central. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
Send us a message about this episode! This week, we look at our favorite highlights of our second year of The ABCs of ERP & Beyond! We discuss the most important topics, our favorite memories, and what we are excited for in ERP for 2025 and our podcast. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
Send us a message about this episode! In this episode, Nirav updates us with the biggest news updates he saw at Directions EMEA 2024 held in Vienna, Austria. Hot off the press! Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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The ABCs of ERP & Beyond
1 S02 E22 | ERP Benefits for Executives (IN PERSON EPISODE FINALLY!) 41:09
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Play Later Play Later Lists Like LikedSend us a message about this episode! This week, we're in sunny downtown Chicago for this special FIRST EVER in person episode of The ABCs of ERP & Beyond. This week, we're in Millennium Park to discuss what benefits there are for executives. Support the show Reach out to us! Nirav Shah - nirav.shah@adcirruserp.com Peter Nicholson - info@petenicholson.co.uk 👋 JOIN THE CONVERSATION: Have you experienced an ERP data migration, or are you planning one? Share your thoughts, experiences, or ask questions in the comments section below. We’d love to hear from you! 🔔 STAY IN THE KNOW: Enjoyed the content? Subscribe to our channel and hit the bell icon to stay updated on the latest episodes. We bring you expert insights, valuable tips, and real-world case studies from the ERP realm and beyond! #ERPTips #BusinessProcesses…
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