Kelsan, Inc. is a Janitorial and Sanitation Products Distributor who uses Infor SX.enterprise as their ERP system. They have been a customer since 2012 and have 75 users. Kelsan had made great use of the Build Your Own Reports (BYOR) Module to create a CRM Engagement Report to encourage user adoption and hold sales representatives accountable to using the CRM system.

Says Blaine Keller, Kelsan's CRM Manager: “The CRM Engagement Report is a rolling 7 day count of not only sales based activities, but also every time a rep modifies an Opportunity, creates an Appointment, or has a Task scheduled due."

Tapco was founded in 1974 and has grown to stock the largest inventory of plastic elevator buckets and metal bolts in the world, some 900,000 buckets and 15 million bolts, out of a 95,000 square foot, on-site manufacturing facility in Missouri.

Tapco researched several solutions and one reason MITS stood out to Brennan was the breadth of information available through their easy to use UI. Brennan noted, “We needed a tool that had pre-made content like reports that we could put to use right away." Another feature that stood out to Brennan was MITS’ access to data. Brennan explains: “One of the issues we were having with our ERP was that it was reporting on territories, not sales reps. And so when an account would change territories, the historical data would stay locked in the old territory, making it extremely difficult to gauge how a territory was doing. MITS was able to provide the data in real time, going back upwards of 36 months. And if we made any changes, the MITS system reflected the changes without much assistance from IT."

Tuesday, November 19, 2019: 10:00 AM CST

This FREE webinar will help you learn the Basics of ERP Software, compare Cloud vs. On-Premise ERP Solutions, identify key Vendors in the ERP industry, explore ERP Implementation, and ERP Contract Reviews.

This FREE webinar on May 22, 2 p.m. EST sponsored by Epicor will explain what you should consider before moving your data to the cloud.

While ERP software in the cloud has been around for more than a decade, adoption rates are increasing for distributors. This is largely driven by the need to provide exceptional customer service to remain competitive. This webinar will discuss the changing landscape and suggest things you should think about before moving to the cloud.