3 CRM Mistakes To Avoid For A More Productive 2017

Posted by Ashley Lemus on Thu, Feb 02, 2017 @ 12:52 PM

With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

 CRM Mistakes to Avoid.jpg

An effective customer relationship management (CRM) software is essential for every budding enterprise.  Not only does it allow you to manage and analyze customer interactions but it also improve those relationships with your customers, creating a higher customer retention rate.
So, how might you improve the use of your CRM?  Here are 3 mistakes to stop making in order to produce a more productive 2017:

1. Lack of Social Media Integration

While the occasional customer will still interact with companies through email and phone, the use of social media to communicate with businesses is growing.

That's where a CRM comes in handy!  This software will allow you to keep track of what's being said on your companies social media sites, allowing for quicker response times and a stronger customer relationship.


2. Not Picking a Scalable Solution

You'd be surprised at how many organizations purchase a CRM solution that won't scale up with their company.  This is one the biggest errors made with CRM!

More often than not a CRM solution is purchased with the present in mind, rather than the future. This means there is a high likelihood that software may not be able to handle whatever information and tasks are necessary in the future, resulting in another software purchase.


3. Importing Bad Data

It's important to import data with any software implementation.  But do you know which data is most important to your organization?  Be sure to filter out the incomplete or incorrect information before importing into your new system.

Afterall, the whole point of CRM is to improve your customer experience and not having accurate information will greatly influence your ability to do just that.

Utilizing your CRM to its fullest potential will certainly allow your SMB to excel in the coming year. Focus on avoiding these 3 mistakes and you're sure to have a very productive 2017!

 We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Customer Relationship Management, Small Business, Business Management

Five 2017 Goals for Your SMB to Start This January

Posted by Ashley Lemus on Fri, Jan 06, 2017 @ 05:00 PM

So, it's the start of a new year and you probably made a couple of New Year's Resolutions for yourself.  

 KS - 2017 Business Goals.jpg

But did you think of any goals you could set to help your small business thrive in 2017?

Here are 5 things you can start now to benefit your organization:
1. Start thinking long-term
Ever spend so much time thinking about and preparing for what has to be done tomorrow that you forget to stop and reflect on the wins and losses your business might have just experienced?
This year be sure to take some time to reflect your past year in order to make long-term plans for the year ahead.

2. Record and revisit short-term goals often

Short-term goals are just as important as long-term goals.  They allow you to break down your long-term goals, not only making them feel much more achievable but also helping you to focus on the most important goals you want to achieve and get everything else out of the way.

Try drawing out three columns (one month, three month, and six month goals) on the top half of the page.  On the bottom half of the page, write down what actions need to happen in order to achieve each goal as well as who is going to take responsibility for that action and by what date.


3. Budget, budget, budget

Do you know how much your SMB is spending on overhead? What about your profit margin? Do you sell goods that are subject to sales tax? Tools like Avalara and other BI software will help you effectively manage your organizations budget, which is key to the long-term health of your business.


4. Embrace being a life-long learner

Do you read business books to help develop yourself into a better leader? Do you spend more time asking questions rather than spewing out answers?  If not then you should highly consider it.  The most effective entrepreneurs have a coach who helps guide them through the good and the bad. So spend some time this year making a reading list and asking questions. You won't regret it.


5. Consider how you would like your business to impact the community

Legacy is something we all think about but spend little time considering how to create it.  Sure you want your business to be successful but have you thought about how you can improve your organization in order to better serve your clients, not just by services or products offered? Whether it’s your office, your home, your street, your community, or the world, what are you doing to leave it better than when you found it?  

Sage has developed a division known as Sage Foundation, which is focused on creating social and economic opportunity in the communities they operate within around the world.  So, research charities, social enterprises, and non-profit organizations your organization can partner with to help build a better future and in your local community.


These are 5 things are just some of the few every leader should do to have their best year yet. What other goals should be added for 2017 greatness?


We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Small Business, Helpful Tips, Business Management, Business Goals

3 Steps to Integrate Warehouse, Shipping, and Payment Processes

Posted by Ashley Lemus on Thu, Dec 08, 2016 @ 04:37 PM

Sage 100 customers can increase profits, lower costs, and retain customers by integrating warehouse, shipping, and payment processes.


Learn how to integrate warehouse, shipping, and payment processing solutions with your Sage 100


Join V Technologies as they partner up with ScanForce and APS, Wednesday, December 14th, for this highly informative webinar, where you will learn how to:


1) Ease warehouse management processes using ScanForce
  • Mobile Apps for Rugged Scanning Mobile Devices, Android Tablets/Phones, and Windows Tablets/Laptops
  • Achieve 100% accuracy in picking
  • Stay organized and automatically move fast selling items to the front


2) Save time and money in shipping processes
  • Rate quote during sales order entry
  • Eliminate manual re-keying of data into carrier systems
  • Streamline international shipments
  • Custom emails to build your brand and increase recurring sales


3) Get paid faster by using American Payment Solutions
  • PCI-DSS Compliance Assistance at no additional cost
  • Benefit from some of the lowest Amex fees in the entire industry
  • Access next day funding (including Amex)
  • Receive lower interchange rates with Level 3 Gateway


You won't want to miss this webinar:

Wednesday, December 14, 2016

11 AM PT / 2 PM ET 


We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.


I Want to Learn More!


Tags: Sage Software, Shipping, Webinar, Warehouse Management System, Business Management, Payment Processes

Last Chance for Acumatica Summit 2017 Early Bird Registration!

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:32 PM


Don't miss your chance to attend Summit at a discounted rate!  

Early bird pricing ends tomorrow -- Wednesday, December 7th.


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Attend for the full week or just for training at this years event, which promises to be a value-packed experience with 17 training courses available!


Be aware that training class sizes are extremely limited and available on a first-come, first served basis, so be sure to save your spot today!


Acumatica Summit 2017 3-1.jpg


Still not fully convinced you Acumatica Summit 2017 can benefit your SMB? Check out a couple of these highlights.


We would love to speak with you about how Acumatica and Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

Acumatica Summit 2017 - Why Attend?

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:25 PM

Acumatica Summit 2017 is a premier invitation-only event where both partner and customer ecosystems gather to hear the latest about Acumatica’s products and solutions, get product certifications, and collaborate on accelerating success in the cloud.

Acumatica Summit 2017

Join the excitement, envision the future, and get ready to take your Acumatica business to the next level!


Acumatica Customer Track

A new and improved customer track, complete with tips and tricks, content by industry and product roadmap will be available the first couple of days.  During days 3-5 customers will be able to receive deep technical product training straight from the experts to maximize their investment and unleash the full power of the Acumatica platform by participating in various training sessions.



  • Enjoy direct access to Acumatica’s leadership, product and engineering teams
  • Gain valuable insight into future product roadmaps
  • Customer stories and feedback gathered via customer-centric sessions
  • Get certified through instructor-led training sessions taught by Acumatica developers
  • Maximize your investment with Acumatica by engaging in hands-on technical training tracks
  • Expand your Acumatica solution portfolio by engaging with leading ISV providers
  • Network with hundreds of industry peers


We would love to speak with you about how Acumatica Summit 2017 can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

5 Successful Holiday eCommerce Promotions

Posted by Ashley Lemus on Mon, Nov 14, 2016 @ 04:09 PM

This Thursday Avalara is partnering with Ecommerce expert Nexternal: A Highjump Company to help you take a break from this busy time of year.  

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Enjoy a delicious brunch while these companies inspire you to push through the holiday season!


Avalara, an industry leader is Sales Tax preparation, and Nexternal will share their tricks of the trade that will cover five successful holiday promotions to help boost sales and improve efficiency, bringing you creative ideas to get you fully inspired as you head back to work and conquer the day.



Date and Time

November 17, 2016

9:00 AM - 11:00 AM



Hotel Irvine

17900 Jamboree Road

Irvine, CA 92614



However, space is limited, so be sure to register and reserve your spot.  And don't forget to bring your teammates!


Tags: Avalara, Helpful Tips, Business Management

5 Tips to Reap The Full Benefits of Corporate Social Responsibility

Posted by Ashley Lemus on Tue, Aug 30, 2016 @ 03:31 PM

As the popularity of corporate social responsibility (CRS) increases, so does the demand.  Not only does investors look for it, but now top talent often expects it of prospective employers.  

This is because CSR initiatives help strengthen corporate culture, as well as contribute to an enjoyable employeed atmosphere.  
The importance of corporate social responsibility


However, these aren't the only reasons for the increasing popularity corporate social responsibility has been experiencing, as CSR is often used for philanthropy, recruiting, and retention.

There are a number of tangible and intangible benefits that come with CSR such as increased community standing and customer loyalty but attaining these benefits takes time and work.


That's why we're providing a couple of helpful tips so that your SMB can reap the full benefits of your corporate social responsibility plan:


1. Rather than one time efforts, consider forming partnerships.
  • Strategic partners can have complementary goals leading to mutually beneficial situations.
  • Flexibility from both sides is key. Often, the full benefits of a partnership take time to discover. Critical thinking and creativity play important roles when evaluating joint resources. Usually, both sides adjust operations to maximize mutual benefits
2. Start planning a long-term strategy. 
  • A plan with intermediate results, a road map to implementation, and details about company resources will go a long way towards selling your idea.
3. Focus on the core competencies of your company, and build your strategy around them.
  • When it comes to your organization, try making your corporate social responsibility unique to the niche your business fills.
4. Your managers will be your best source of insight.
  • They know the pulse of your organization and of the people you can involve.  Ask them for suggestions on how they would like to socially influence their local community.
5. Your employees can be your greatest asset.
  • You can involve individuals at any level in your company. Leading them with conviction is up to you.


Maintaining a positive social presence for your small to medium-sized organization is equally as important and utilizing a effective business management solution.  Not only will it increase employee enthusiasm within the office but it will also allow the public to connect with your organization in a positive manner.


We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.


I Want to Learn More!

Tags: Helpful Tips, Business Management

3 Reports Your Warehouse Managers Should Have on Their ERP Dashboard

Posted by Ashley Lemus on Mon, Aug 22, 2016 @ 10:04 AM

It's no secret that being a warehouse manager requires much skill as you have to have knowledge of what is coming in or going out at all times.  

That's why an Enterprise Resource Planning (ERP) solution that's easy to use and provides reports you might not even be aware you need will allow you to effectively manage your warehouse.


So we're providing a list of 3 reports you might not even realize you need in order to run your warehouse in a more productive manner:


1. Orders due to ship today but not yet in the warehouse

It's easy breezy when orders are on hand; however, when orders are not on hand stress will certainly start to build.  Wouldn't a dashboard that identifies the items that are still needed be helpful?  What if the dashboard could also show where the orders were right at that very moment or when they were last reported?  You would know exactly who to call for a status update and remind that person that the item they are working on needs to be shipped that day.

2. PO receipts due, and which ones are urgent

How frustrating is it when the UPS driver leaves a large pile of boxes on the dock and they all look the same??  Wouldn't it be so amazing to have a system that would show you which purchase orders are due immediately, or at least within the next few days, that are urgently required for a job or customer shipment. 

3. Operational efficiency

It's not always easy measuring warehouse efficiency.  But it could be much more simple with an efficient ERP system that will allow you to measure your employees work against warehouse standards, such as unpacking and processing a PO receipt.


We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com

or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Enterprise Resource Planning, Business Management Software, Small Business, Warehouse Management System, Business Management

7 Behaviors Practiced by Successful Individuals

Posted by Ashley Lemus on Thu, Jun 09, 2016 @ 04:33 PM


Success isn’t all about luck. It’s about focus, determination, optimism and hard work. Changing your mindset and behaviors can be tricky at first, but in the end it's worth the extra effort.

 Experience success by following these 7 behaviors.


We're offering seven specific behaviors practiced by successful people daily.

1. Make things happen.

Those who achieve real success understand that waiting around for their dreams to come true only wastes their time and potential. Successful people would rather discover new ways to overcome their challenges instead of complaining about undesirable circumstances. They will throw excuses out the window and set out to make things happen the way they want them to happen.

2. Focus on the journey, not the destination.

The journey to success is paved with valuable life lessons, triumph and inevitable failure -- which can be learned from if you have the right attitude. Successful people will stop to smell the roses now and then, enjoying the journey to success while keeping track of time.  This makes for a much more satisfying journey.


3. Challenge the status-quo.

Every day, startups are challenging norms by doing the unthinkable.  You name it, and it’s out there. This doesn’t mean that everything’s already been done -- more than 627,000 American businesses open each year. It's your job to stand apart from the rest.  “Business as usual” isn’t going to change the world. There’s a reason why people like Elon Musk and Bill Gates are wildly successful, and that reason is an affinity for innovation.

4. Keep learning.

Success comes to a screeching halt once someone thinks they're finished learning. No matter how much you think you know, someone out there always knows something you don’t -- and those who have experienced success like it that way.  The constant pursuit of knowledge is enjoyed by hose who are serious about achieving success and they never settle with the knowledge they already have.  As basketball legend John Wooden once put it, “It’s what you learn after you know it all that counts.”

5. Don't focus on the impossible.

When was the last time moaning and groaning got anyone anywhere? Successful people don’t dwell on the challenges they encounter as they work toward their goals. Instead, they emphasize on what's still possible and maintain a “sky’s the limit” mentality. With each roadblock they encounter they will reroute with their goals to the forefront of their minds.

The same people also understand that reformulating the question “How can I accomplish this?” can lead to a fresh perspective and open new doors. Obstacles are only as tough as you make them out to be.

6. Surround yourself with smart and accomplished people.

“If you want to be wealthy, hang out with wealthy people. If you want to be funny, hang out with funny people. And if you want to be poor, hang out with poor people.”  


Those you spend your time with gradually shape your behaviors and your mindset.  Successful people build a comfortable network of positive, intelligent and accomplished individuals. This type of network not only eases them into success-building thought patterns and behaviors, but also offers them a place to brainstorm and receive support.

7. Never give up.

The most impressive successes are those that are hardest to reach. Successful people are capable of viewing each stumble and fall as only a temporary setback. Failures are viewed as an opportunity to learn and start anew. In fact, many successful people are opportunists who appreciate failures. To team, failures mean their efforts are legitimate and dynamic.

People who intent on achieving success understand that accomplishments only follow a laundry list of blunders and mistakes. Rather than allowing themselves to become discouraged, they set out to finish what they started with passion and determination.

So now it's your turn.

You don’t have to make an idol out of every successful person you know in order to learn from them. Pick apart the qualities that helped them succeed, then practice embodying those qualities in your day-to-day life. What behaviors have you noticed in those who have achieved success? Which ones have helped you become successful?


We would love to speak with you about how Klear Systems can assist in the success of your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.


I Want to Learn More!

Tags: Small Business, Helpful Tips, Business Management

5 Tips to Selecting an ERP Consultant that Will Act Like a Partner

Posted by Ashley Lemus on Mon, Jun 06, 2016 @ 02:42 PM

Implementing an ERP solution into a small business's infrastructure can have major ramifications. However, if an organization invests properly in adoption and prioritizes daily utilization goals, it can save time and money, simplify important tasks and receive complete company oversight.

Save time and money by selecting an ERP Consultant that will act like a business partner.


Small businesses can certainly benefit from finding a partner that will help with the early stages of software implementation and remain invested in the company's success. Not only is it important for the ERP partner to help the company select the right product for the particular organization, but also to make sure the choice pays off down the road.

That's why we're offering 5 simple tips to selecting an Enterprise Resource Planning consultant that will act like a partner:

1) Experience or Knowledge of the industry

If a small business decides to search for an Enterprise Resource Planning provider, they certainly will not suffer from a lack of options. There are numerous products and businesses available to modern companies and organizations should be sure to take advantage of the variety to hone in on the right partner.

When a company's implementation team begins listing out possible options, research should be done in order to find a company with the products and knowledge necessary for a successful project.  Educational materials should be readily available and demonstrate a history of excellence. 

2) Effective communication skills

When a company makes contact with a potential ERP partner, the business's decision-makers need to observe how strong the providers communication skills are. Relevant data on business software features should be readily available and relatable.

The materials provided by an ERP partner should be easy to understand and demonstrate why they are the best selection. The Office of Finance blog shared Gartner reports stating a lack of comprehension about ERP software products as a primary source of implementation failure. This is why companies need to know the ins and outs of possible purchases and why the final choice is the best possible option.

3) Long term plans

Any sort of partner needs to offer more than just a product. Businesses want a partner that will help with training, which means providers should definitely have an implementation strategy. Each organization is unique, however, and it's important that potential schedules match up to individual expectations.

As a company works with their selected ERP solution, they will be introduced to new versions and functionality.  It's important that your partner offers webinars and conferences that keep clients up-to-date on these updates.

4) Be clear and honest

Just as it's important that ERP providers are upfront and honest about their software functionality, companies should be truthful about what they don't understand and where they need help.

A company should have a complete understanding of its own business and industry, however, ERP partners can provide an outside perspective and understanding of best practices.  This means both communicating where the company is completely on top of its operational systems and where it needs help.

5) Trust your gut

Once a company selects an ERP partner, they should work with the provider to implement the solution, train employees, integrate systems and upgrade technology. This requires a lot of time and back-and-forth communication, so decision-makers need to find a partner that will work well with their business.



Businesses should always take personal preferences into account when considering any sort of alliance.  That's why finding an ERP partner that shares strategies, goals and values will allow you to be more comfortable with your provider, making it easier to be open and ready to reach out.


We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.


I Want to Learn More!


Tags: Enterprise Resource Planning, Small Business, Business Management