erp

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ERP-Web Integration

10 Reasons to Integrate your ERP with your Web Platform

One of Treefrog’s special sauces is our experience and skill integrating ERPs with web technologies. We have experience with numerous ERPs (for example, SAP, Epicor, SYSPRO, etc.) and many web platforms (for example, Magento, Shopify, WordPress, etc.).

What benefits to closing the gap between your ERP data and your web platform look like?

Here are some examples;

1. Synchronize Inventory

Inventory levels that are accessible to your customers, along with stocking dates for out of stock products, photos and specifications that are always accurate empowers your customers to plan, to make decisions and to take action whenever and however it suits them, whether you’re selling B2C or B2B.  Combine this information with web analytics can help you gain visibility into what products your customers are browsing, what items they’re purchasing together and what products they’re searching for that you don’t yet have.

2. Synchronize Pricing

Synchronizing your web information with your ERP data means making pricing changes once and only once.  Customer-specific pricing, even on a product-by-product level, becomes much more manageable through customer portals and logins.  Pricing levels can even be time-based for a specific category of customer for the duration of a marketing campaign or seasonal promotion. 

3. Ditch Data Entry 

Are your users manually re-entering web data into your ERP?  Sales Orders? Quotes requests?  Your manual processes, wherever they exist, are completely unnecessary!  They are compensating for the inability of your systems to move data between them.  This makes room for error, is an unproductive use of your people’s time and makes it difficult to capture customer information and track sales analytics.  Every company we work with is finding it harder to fill key positions.  Why not leverage the time of your best people toward high-value activities?  By automating those that don’t require their judgment and intellect, you free up capacity and make their work experience more fulfilling.

4. Know What’s Happened (Revenue analytics) 

Capturing your web data and ERP data in one place means more visibility into monthly, quarterly and annual revenues, quoting activity and browsing activity.  Not only does integration enable more accurate and detailed revenue reports, you can now combine this revenue data with other customer data to help you understand what your customers are thinking and doing.  Now, you can understand what’s working for your customers and what isn’t, enabling to you respond.

5. Know What’s Coming (Revenue Forecasting)

When a customer requests a quote from you today, where does that information go?  More importantly, when a customer sends a quote to their customer for one of your products, do you even know about it?  Our ERP-web integrations bring visibility to the entire sales channel, not just the first link in the chain (your direct customer).  When you know what kind of activity your customers are up to with their customers, you can more reliably anticipate what’s coming for your business.  

6. Notify Customers

If you asked your customers what they’d like to be notified of in real-time what would they say?  In-stock notifications? Shipping notifications?  Price changes? Quote responses? New products?  Notifications can significantly impact the experience of your customers, and with web-ERP integration, you have options.  You can notify them on almost any change in data that you choose, as long as it exists in either your web data or your ERP data. 

7. Help your Customers Help their Customers

In the B2B world, the most impactful difference you can make in the life of your customer is enabling them to positively impact their customers.  What if your B2B customer could take a quote you’ve given them and convert it into a quote for their customer, by adding their own materials, labour and markup?  Simplifying the quoting process for your customers means faster turnaround for their customers.  What if you could directly tie-in to the distribution systems of your customers?

8. Support Growth

Once you’ve automated processes and put key information directly in the hands of your customers, you’ve created an infrastructure that enables growth without creating additional demands on your people – to answer questions, enter orders or pull together data from multiple sources to answer key questions.  

9. Be Flexible

With the integration of your ERP and web data, you create flexibility.  Your have the flexibility to add new online or traditional sales channels, add new product lines, new markets (local or international) or any combination of these three opportunities without sacrificing operational efficiency or overall performance.

10. Be Future Ready

Technology is changing at an increasing pace.  Creating the infrastructure for your front-end and back-end data to work together enables you to leverage other emerging technologies for even more opportunities – with IoT, big data predictive analytics, AI, VR.  Once a central reservoir is in place, capturing all your key data, we can leverage that data to make use of other forms of technology.

11. Leverage your Legacy ERP

ERP upgrades are hard.  Hard on cash flow, hard on your people, and hard on your customers and suppliers.  They are the change that every business dreads, but cannot avoid.  Integrating data between your web and ERP can buy you time by putting the data you already have to work for you…while you plan for the upgrade you know you ultimately need.

If you are unsure where to start with integrating your ERP into your digital platform, we would love to chat. We have helped several organizations identify gaps and solve major issues in your company’s efficiency and growth opportunities. Contact us today. We’d love to chat!

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What Does Treefrog Do?

Our “Who”

It is not uncommon for a company, country, or an individual to have an annual theme. At Treefrog, our CEO has set one for the company each year, and while most often they have remained internal; this year, we’ve decided to launch a marketing theme along with an internal monologue:

“What does Treefrog do?”

While this might seem like a strange question to be asking after nearly 20-years of business, as a digital agency, we have evolved incredibly over the last two decades; from CD burning to website development, creating a content management system (LEAP), to the additions of search ranking and social, to bleeding edge innovation around AI, AR, and IoT. And throughout all of this change, we hold one common theme: innovation and ideation.

Wall with full of multi coloured adhesive, sticky notes, project planning.

But, we are no longer the people in a basement designing websites by day and coding them by night. We’ve grown into a 40+ team. Our clients have matured and grown, just as the small Town of Newmarket has too.

There comes a time in every organization where you need to step back and ask: Based on our growth, are our clients of yesterday still our clients today? And will they be our clients of tomorrow?

At the end of 2018, we set out to answer this very question.

Let us share how we did this:

Our goal was to identify ten words or fewer that would succinctly recognize who our client is. We began by listing out a variety of clients (both past and present), what types of services they offer, and the successes we’ve had with them. This was followed by a lengthy exercise of identifying attributes of these many customers and how we work with our clients.

During the process, we started to notice patterns in the clients and attributes. While some clients were our long-time partners of 15+ years, others had been working with us for less than two years. Some clients were multi-million dollar organizations, with operations around the world, and others were less than five team members and under half million in revenue.

Fascinating similarities in connection for all clients regardless of size, location, industry or income started to emerge. Attributes such as:

  • Relationship-focused
  • Growth-Oriented
  • Collaborative
  • Curious
  • Patient
  • Experts in their field

We then categorized the attributes, in the hopes of boiling our brainstorming session down into one sentence that was evident in all the clients that we selected, both prosperous and less successful (yes we looked at our failures too).

In all cases, we were dealing with the CEO or lead decision-maker; even in the $80-million company, we had a direct line to the CEO.

However, we also realized that in focusing on our clients, what they asked of us was only part of the equation. How we behave, and our values played an essential role in this process too.

As we mingled our values with the attributes of our clients, we landed on something very close to “who” our ideal client is. This included a definition of each client, and a description that would be lasting regardless of the services that we offer or the ways to which we provide support.

“Courageous, aspirational decision-makers concerned about being digitally underdeveloped who want an invested partner.”

TREEFROG INC.

It’s not marketing speak. It’s not meant to be pretty. It’s an internal dialogue for whom we define as our partner. Let’s unpack this definition:

Courageous

Courage defined as ‘being afraid of something and doing it anyway.’

Starting a company, inheriting a company, or gaining the position of leader in an organization is an act of courage. Sometimes it’s the only act of courage a leader makes (that’s an article for another time). But, taking on that role can be scary. Leading an organization takes courage, on a daily basis.

This word was especially crucial to our team, as many of the clients we looked at need a lot of courage in both their companies and industries. Also, when you think about technologies and the digital industry, there are a lot of unknowns, it’s intimidating to many individuals, yet the courageous person moves forward even in the face of uncertainty.

Aspirational

Aspirational or Aspiration has a dual significance in the hope or ambition to go-after or achieve something paired with the action or process to get it. Aspirational individuals are decisive, visionary, curious, and willing to take risks. At Treefrog, we are aspirational; we take risks, we go after big ideas with curiosity and joy. Our best clients are aspirational, taking risks in business, achieving something beautiful.

Decision-Maker

Let’s be real. We all want to be dealing with the decision-maker, that’s a given. But, this decision-maker is unique, they go after new things, and they embrace or welcome innovation, thinking outside the box. They are not just any decision-maker but one who eagerly craves success.

Concerned

This word is especially significant in our definition. Several businesses in the world are happily digitally underdeveloped or non-existent. These are not our clients. We are not seeking to find these decision-makers.

We have one of these businesses leaders on our team right now, a hired consultant working with us part-time: but she is not our client, as she isn’t concerned about her digital footprint.

We are instead interested in working with (and for) companies and decision-makers who are worried about their place in the digital space, who fear missing out, who recognize they are lagging in the digital arena even though they may be experts in their industry.

Digitally Underdeveloped

What does it mean to be digitally underdeveloped? It is relative to the business, knowledge holders, competitors in the industry, and the company itself. It could mean a variety of status points, having an out-dated website, lagging in social engagements, using antiquated systems such as Excel for essential business functions, and more.

This is the one area we’ve spent the most amount of time on, defining and understanding what this could mean to many businesses including our past, current, and future clients. Stay tuned for part two of this article next month, as we will unpack this even more.

Want

Desire. Need. Want. Again, another impactful word in our definition as it describes the mental state of the decision-maker. They aren’t merely looking to fill a gap; this is something they crave or seek. It’s like breathing or nourishment to them, and they see the importance, they are willing to explore and find more than just the bare minimum.

Invested Partner

Lastly, a partner, yet not just any partner but one who is there for the long journey. At Treefrog, this is one of our strongest values, almost to a fault. We think of our clients and their businesses as if they are our businesses and our families. We pride our relationships with authenticity and love. When we engage in a new project, we look at the contract like that of the full depth and sanctity. For better, for worse, for richer, for poorer, in sickness and in health, to love and to cherish. We are there side-by-side with our clients.

What’s next for Treefrog?

Now that we have a defined a clear path of the types of individuals for whom we have seen through evidence-based work and by aligned values, partnership, and longevity, we can start to examine the ‘what’ in: What does Treefrog do?

We hope you’ve found this article informative as to how we discovered our “who,” a question most businesses struggle to articulate.

At Treefrog, we encourage innovation and thought leadership in all that we do. If you would like help in finding your “who,” we offer no-charge innovation ideation sessions for our clients. We merely ask for a 10-15 minute pre-call to learn about your business and what keeps you up at night.

Interested? Please let us know by emailing info@treefrog.ca.

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