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Is your business ready for the IDP revolution?
Dealing with documents can be a real headache. Old-school methods often struggle with damaged or blurry documents, making it hard to get the right information. Plus, let’s be honest, humans make mistakes, and those errors can slow things down, make decisions harder and cost a lot of money. But there’s good news! DocuWare’s Intelligent Document Processing (IDP) is changing the game. It’s a smart new technology that’s revolutionising how businesses handle their information. Think of it as a super-powered assistant that uses the latest AI technology to process documents quickly and accurately. IDP takes the pain out of document management, making it easier than ever to get valuable insights from your data. The basics of IDP IDP leverages core technologies like OCR and NLP, but it’s much more than just basic automation. It incorporates ML, computer vision and advanced AI to automate the entire process of handling documents, from extracting and classifying data to validating and processing it. This works for all kinds of documents, whether they’re neatly structured like invoices, partially structured like contracts, or completely unstructured like handwritten forms, medical records or even HR files and insurance claims. By intelligently streamlining what used to be manual work, IDP helps organisations save money, improve accuracy and unlock valuable insights hidden within their data. Essentially, it transforms documents into actionable intelligence. Because IDP learns and adapts over time, it helps businesses scale their operations, drive innovation and gain a competitive edge. Streamlining operations and reducing costs AI-powered document processing offers significant advantages. Using advanced ML, IDP systems accurately interpret even complex and low-quality documents, including those with intricate tables and varying formats. This reduces manual work and the risk of human error. A major benefit is automating routine tasks, freeing employees for more strategic work. IDP also significantly improves data quality and accuracy by eliminating manual data entry, ensuring critical information is captured correctly and consistently. This leads to better decision-making, regulatory compliance and increased efficiency. IDP has wide-ranging applications. In healthcare, it speeds up claims processing and improves patient data management. In finance, it automates invoice processing and streamlines loan applications. In legal, it assists with contract analysis and due diligence. And in insurance, IDP automates information extraction from claims and reports, accelerating processing and boosting customer satisfaction. One specific example of this innovation in action is DocuWare’s own Intelligent Document Processing (DocuWare IDP). Our AI-powered solution streamlines how businesses handle even the most complex documents. Available as a standalone product, in the DocuWare Cloud or on-premises, DocuWare IDP automates text recognition, document classification and data extraction from various document types, including invoices, contracts and ID cards. Its advanced OCR and HTR capabilities accurately extract data even from low-quality scans and handwritten documents. DocuWare IDP helps businesses automate key processes like mailroom operations, invoice processing, contract management and claims management, driving productivity and reducing costs. Building a smarter, more agile organisation AI is rapidly evolving, and so is IDP. It’s getting smarter at understanding language and learning from data, making it better at handling complex documents, improving accuracy and boosting automation. It’s truly a game-changer, helping businesses automate tedious tasks, reduce errors and extract valuable insights from their data. The result? Smoother processes, lower costs and ultimately happier customers. Adopting IDP is a strategic move toward building a smarter, more agile organisation ready for the digital future. Ready to make document management a breeze? See how AI-powered automation can streamline your workflows and boost efficiency. Get a personalised DocuWare demo today!
DocuWare
Migrated and Counting: Calliope Business Solutions’ Scalable Strategy to Dynamics 365 BC Online
40% Migrated and Counting: Calliope Business Solutions’ Scalable Strategy to Dynamics 365 Business Central Online Calliope Business Solutions by TVH Consulting is a trusted partner in digital transformation, specializing in the development and integration of ERP, CRM, and collaborative solutions based on Microsoft and SAP technologies. With a team of 500 professionals and a national footprint spanning 16 offices across France & Europe, Calliope Business Solutions delivers a distinctive value proposition in the market. The company tailors its approach to each client’s industry and digital maturity level, guiding them through the entire transformation journey – from strategic planning to solution implementation. Over 1,200 organizations, including SMEs, mid-sized companies, and subsidiaries of large enterprises, have placed their trust in Calliope Business Solutions. Key sectors served include retail, distribution, agri-food, manufacturing, fashion and textiles, and professional services. As both an Independent Software Vendor (ISV) and Value-Added Reseller (VAR), Calliope Business Solutions offers a robust portfolio of industry-specific extensions. These include 10 solutions for Microsoft Dynamics 365 available on Microsoft AppSource, several extensions for Dynamics 365 CRM, and additional tools for the Power Platform. TVH Consulting group & Calliope Business Solutions are actively expanding through acquisitions, particularly of D365 Business Central integrators, strengthening its position in the Microsoft ecosystem. Currently, 70% of its revenue is generated from Microsoft Dynamics solutions, with the remaining 30% coming from SAP and Salesforce projects. The Challenge Driving Cloud Adoption Amid Customer Expectations As digital transformation accelerates, many of Calliope Business Solutions customers are seeking new functionalities – such as tighter integration with Microsoft 365, access to the Power Platform, and emerging AI features like Copilot. However, to leverage these capabilities, migrating to the cloud-based version of Microsoft Dynamics 365 Business Central is essential. Block Quote Migration Capacity and Commercial Constraints Calliope Business Solutions commercial team—comprising 12 dedicated professionals—manages migration discussions with approximately 250 clients. On average, they complete around 20 migrations to D365 Business Central each year. Of those, 90% transition to the cloud, with only a small fraction remaining on-premises due to specific constraints. Despite strong motivation to shift all clients to the cloud, resource limitations and client-side challenges impact progress. Block Quote The Complexity of Customization A major challenge lies in the level of customization among Calliope Business Solutions client base. In France, clients typically expect tailored solutions that align closely with their business needs. As a result, only 2–3% of Calliope Business Solutions clients use D365 Business Central without customizations. Block Quote The Solution Partnering with Companial to Scale Migration Efforts To address the growing demand for cloud migrations and overcome internal capacity constraints, Calliope Business Solutions formed a strategic partnership with Companial. This collaboration has proven highly effective thanks to clear communication, transparent processes, and access to deep expertise in Microsoft Dynamics technologies. “Every interaction with the Companial team is easy and informative. Their insights on Microsoft, Dynamics updates, and migration tools have been incredibly valuable,” says Philippe Vienne. With over 60% of Calliope Business Solutions’ customer base still on legacy systems, accelerating the pace of migration is a top priority. “We simply can’t scale this alone. Companial’s tools and support are the only way we can realistically migrate our entire client base to D365 Business Central online,” says Philippe Vienne. The Outcome A Clear Vision for Migration Working with Companial has enabled Calliope Business Solutions to build a structured, transparent, and technically detailed approach to cloud migration. Thanks to the Companial M&M Analysis Tool, Calliope Business Solutions can provide its customers with a clear and accurate understanding of the complexity behind each project. “Having a clear vision of how we can migrate our NAV customers is critical. Many of our clients are technically savvy- they want to understand objects, tables, and development limitations. With the M&M analysis report, we can explain everything in detail and explore different migration strategies,” says Philippe Vienne. The ability to show object-level analysis and migration limitations makes discussions more productive and builds customer confidence. Calliope Business Solutions is now able to walk clients through their specific technical landscape, align on priorities, and decide whether to replicate customizations or switch to standard D365 Business Central functionality. As a result, Calliope Business Solutions has already migrated approximately 40% of its customer base to the cloud – a significant leap forward. Accelerated Delivery with Confidence Migration projects are now faster and more predictable. Once a project kicks off, Calliope’s goal is to deliver the technical code migration within two months. However, the heavy customization in most legacy Navision environments poses a major challenge. Calliope Business Solutions no longer needs to begin each project with a full team of three experts in development, functional analysis, and architecture. Instead, they use Companial’s M&M Analysis Tool to perform a deep-dive assessment, delivering a comprehensive technical snapshot of the customer’s environment in just 3 to 5 business days. Block Quote While closing deals still takes time due to project size and budget considerations, the ability to move quickly from scoping to proposal has helped Calliope Business Solutions stay ahead of customer expectations. For delivery, Calliope Business Solutions relies on its internal team supported by Companial’s tools – and when needed, collaborates further with Companial during complex migrations. The use of Clean Start tools from Companial has further streamlined full-cycle migrations, allowing Calliope Business Solutions to manage increased demand and keep its customer base in-house. Three Happy Sides The collaboration with Companial brings measurable value across Calliope’s organization: Commercial Teams – Gain fast, reliable technical insights to support effective customer conversations. Customers – Receive transparent, data-backed explanations of what can and cannot be migrated, helping them make informed decisions. Technical Teams – Benefit from better project planning and reduced manual workload, while maintaining ownership of migrations. Results 40% of customer base migrated to Business Central online 5x faster pre-sales analysis using Companial’s M&M Tool 100% alignment between commercial and technical teams using shared insights 90% of annual migrations now deployed on the cloud
RadosławDudziak
Companial brings first Validated Localization App for Poland in Microsoft Dynamics 365 Business Central
Polish organizations and Microsoft partners now have a new, reliable option for Business Central localization. Companial is proud to introduce the first Validated Localization App for Poland, developed in full compliance with Microsoft’s quality guidelines and program requirements. Why is it important? Until now, partners and customers in Poland had only limited options for Business Central localization. With Companial’s app, the market gains a Microsoft-validated alternative, that ensures quality, compliance, and choice. This localization is: Fully compliant with Microsoft’s official requirements and guidelines for Business Central localizations Quality-assured through Microsoft’s validation process Always up to date with release cycles and regulatory changes Future-proof, backed by Microsoft’s direct engagement (not dependent on one local vendor) The app was developed in close collaboration with the local partner community. These partners bring deep expertise and a proven track record of implementing Business Central and supporting customers over the long term. Their experience and insights helped shape a solution that reflects real customer needs and industry best practices, ensuring it is both practical and relevant for organizations in Poland. Benefits for partners and customers For both partners and customers, the new Localization for Poland means greater choice, flexibility, and reliability. It ensures compliance and technical readiness while also creating opportunities for cost optimization and long-term scalability. For partners, it provides a stronger value proposition when offering Business Central to customers. About Microsoft’s Validated Localization Apps The Validated Localization App Program was introduced by Microsoft to ensure that localizations delivered by Microsoft Partners in countries not directly localized by Microsoft meet the same quality and compliance standards as Microsoft’s own solutions. You can read more about the program here. A Milestone for the Polish Market Companial’s Localization for Poland marks an important milestone: choice, quality, and trust are now available in the Business Central ecosystem in Poland. Now is the right time to act. With Microsoft Business Central licensing costs set to increase in October 2025, partners and customers will face higher expenses. By adopting Companial’s localization – offered free of charge – organizations can offset this increase, as they no longer need to pay additional fees for localization typically charged on top of the license. This creates a strong business case to switch today, ensuring both compliance and cost efficiency. For partners, early adoption also brings a competitive advantage: they can position themselves more effectively in ERP bids and attract new customers at renewal, especially when compared with providers who do not include free localization as part of their offering. Who is Companial? Companial is a strategic partner for Microsoft Dynamics customers and partners, focusing exclusively on Microsoft Business Applications. We provide end-to-end support for the Dynamics 365 and Power Platform portfolio, offering technical services, commercial expertise, and operational assistance tailored to Microsoft’s ecosystem. We work in close strategic collaboration with Microsoft, ensuring that our solutions, services, and programs are fully aligned with Microsoft’s innovation roadmap. Companial is honored to be recognized as a Microsoft Inner Circle member – a status awarded to only the top 1% of Microsoft Business Applications partners globally for consistently delivering outstanding customer success and driving growth. With Companial, partners and customers can rely on a trusted advisor and long-term strategic ally in their journey with Microsoft Dynamics 365. Let’s Connect We invite customers, as well as existing and potential Microsoft partners, to learn more about the Companial Validated Localization App for Poland. Our team is ready to connect with you directly or introduce you to one of our trusted reseller partners for implementation support. Contact us at radoslaw.dudziak@companial.com and secure compliance, cost savings, and scalability for your Business Central projects in Poland. You can also schedule a meeting with us by using this link: Book a meeting about Localization for Poland.
RadosławDudziak
Have you forgotten why you have stock?
Inventory is often seen as a cost center, a necessary evil, or a buffer against uncertainty. But at its core, inventory serves one essential purpose: To ensure that the next machine, the next process, or the customer is not left waiting. That’s it. That’s the primary reason to carry stock. Everything else—financial reporting, warehouse optimization, stock rotation—comes second to this truth. The challenge is that many companies forget this purpose. Inventory is often managed reactively, driven by vague logic, habit, or the fear of running out. Rarely is it approached as a strategic enabler of customer service. When inventory fails its purpose Visit any factory or warehouse, and you’ll likely find the same symptoms: Full shelves, but missing critical components. Capital tied up in excess stock that no one seems to need. Expedited shipping costs piling up to cover for poor availability. Obsolete or misplaced parts that are out of sync with actual demand. These are signs of low-quality inventory—and it’s not just about how much stock you have. It’s about having the right stock, in the right place, for the right reason. What is inventory quality? Inventory quality is the often-overlooked measure of how well your stock supports your operations and your customers. High-quality inventory: Is driven by actual demand and replenishment signals. Falls within an ideal range—between safety stock and maximum stock. Is positioned correctly in your network to support manufacturing and delivery. Is visible, traceable, and aligned with upstream and downstream processes. Low-quality inventory, on the other hand: Is misaligned with demand or outdated. Ties up capital but provides little operational value. Results in stockouts for critical items and overstock for slow movers. Accumulates in the wrong location or goes unnoticed until it becomes a problem. The strategic role of inventory in different market conditions Inventory management is not static—it plays different roles depending on market conditions. In growth markets, inventory is a service enabler. It supports quick delivery and helps you win new business. In downturns, inventory becomes a cash lever. Reducing unnecessary stock can free up working capital for other investments or cushion against revenue fluctuations. In both scenarios, the quality of inventory becomes a competitive advantage. The key is not just reacting to excess or shortages, but managing stock intentionally and systematically. Moving from guesswork to smart inventory management Unfortunately, many inventory decisions are still based on gut feeling or outdated spreadsheets. What’s needed is a more structured approach—leveraging modern ERP tools to make inventory work for you, not against you. Here are a few questions we often ask customers in their first inventory assessment: What is the stock position of the items supporting manufacturing and delivery? Are reorder points calculated based on variability in demand and lead times? Is the replenishment logic aligned with your production plan and S&OP process? Which items are critical to bottleneck operations? Are items located where they’re actually needed? These questions help uncover the real story behind your stock—and often, it’s eye-opening. How RamBase helps With RamBase Cloud ERP, we help manufacturers get control over their inventory by combining: Real-time visibility into stock status, movements, and locations. Automated replenishment logic based on historical trends and lead times. Alerts and analytics to identify overstock, obsolete stock, and critical shortages. Integrated processes from sales and production planning to procurement and logistics. Whether you’re looking to improve delivery reliability or free up capital, we believe inventory should be a lever for performance—not a liability. If you suspect your shelves are full but your customers are still waiting, it’s time to focus on inventory quality. Let’s start the conversation.
RamBase
Does UX in ERP Systems Matter?
In the era of digital transformation, where technology is becoming increasingly integrated into every aspect of our professional lives, User Experience (UX) in the Enterprise Resource Planning (ERP) sector is taking on a new, crucial significance. For many organizations, ERP systems are the backbone of their business operations, integrating key functions such as financial management, supply chain, manufacturing, and human resources. However, in the face of a generational shift in the labor market—where younger generations expect fluidity, intuitiveness, and technology tailored to their needs—the traditional approach to ERP systems may prove insufficient. Learn whether UX in ERP systems truly matters. The Importance of UX in ERP Systems In this context, UX in ERP systems is no longer just an added bonus—it has become a necessity. As the labor market evolves and digital natives enter the professional arena, companies that neglect the UX aspect of their ERP systems may find themselves at a disadvantage. Conversely, those that understand and adapt to the growing role of UX gain a significant competitive edge. Users now expect not only functionality, but also ease of use, aesthetics, and a personalized experience—and ERP systems are no exception. However, this evolution also carries risks. Many ERP systems risk “sleeping through” this critical moment by clinging for too long to outdated interfaces and complex user processes. This can lead to user frustration, reduced productivity, and ultimately a loss of market competitiveness. Therefore, in this article, we explore how and why companies should adapt their ERP systems to the new UX reality—not just to survive, but to thrive in a rapidly changing business world. Generational Change and Its Impact on ERP Generational change is a significant factor influencing the development and evolution of ERP systems. With the arrival of a new generation of employees raised in a world dominated by digital technology, expectations around functionality and usability are also changing. The younger generation, often referred to as “digital natives”, has grown up surrounded by intuitive and highly interactive technologies. As a result, their approach to work and the tools they use is fundamentally different from that of older generations. For users who grew up with smartphones, tablets, and direct, almost instantaneous communication, traditional ERP systems may seem outdated and unintuitive. Their expectations focus on quick access to information, simplicity of operation, and interface aesthetics. This generation seeks solutions that not only manage resources and business processes efficiently but also deliver a pleasant user experience similar to the consumer apps they are familiar with. In contrast, older generations of ERP users—raised in a pre-digital era—may be more inclined to accept systems with more complex interfaces and less intuitive processes. For them, the main priority is functionality and reliability, rather than usability or design. This divergent approach to workplace technology poses a challenge for ERP system designers and developers. They must find a balance between meeting the expectations of the new generation—demanding fluidity and intuitiveness—while also accommodating the needs of older users who value proven, if more complex, solutions. Striking this balance requires not only understanding the differences between these groups but also designing systems that are flexible and adaptable to a wide range of needs and preferences. In this rapidly changing environment, UX becomes a key factor that can determine the success or failure of an ERP implementation. UX as a Decision-Making Factor in ERP Selection? In today’s business landscape, where purchasing decisions are increasingly driven by expectations for user experience quality, User Experience (UX) is emerging as a decisive factor in choosing ERP systems. Companies striving for greater efficiency seek solutions that not only streamline business processes but are also user-friendly. In this context, ERP systems with better-designed user interfaces gain an advantage because they attract organizations looking for more intuitive and less complicated tools. A clear and intuitive ERP interface not only simplifies work and reduces training time but also increases employee engagement. Employees who feel comfortable with the tools they use are more likely to use them effectively—resulting in higher productivity and better business results. Organizations understand that investing in a system with well-designed UX can deliver significant long-term benefits, both operationally and financially. On the other hand, ERP vendors who ignore the importance of UX risk losing their competitive edge. As more companies focus on interface quality, vendors offering complex, unintuitive systems become less attractive to potential clients. This trend is pushing the industry to invest in UX research and development to meet growing user expectations. As a result, UX is becoming not only a differentiating factor among ERP systems but also a key criterion in corporate decision-making. Increasingly, organizations recognize that high-quality UX can bring substantial benefits in efficiency, user satisfaction, and overall business effectiveness. Therefore, when choosing an ERP system, companies no longer focus solely on features or price but also on how the system supports and facilitates employees’ daily work. In this perspective, ERP vendors face growing challenges—especially those without a long-term plan to improve UX. Vendors that understand this dynamic prioritize user-centered design from the start. It’s no longer just about a visually appealing interface—it’s about making it logical, intuitive, and tailored to daily tasks. Such an approach enables faster system adoption, which is especially important when transitioning from one ERP to another. Investing in ERP UX is also crucial for talent retention. In the global labor market, where employees have a wide range of job opportunities, the quality of daily-use tools can be a decisive factor in choosing an employer. Companies offering modern, user-friendly ERP systems can attract and retain valuable employees who seek an environment that fosters innovation and efficiency. Moreover, in the digital era—where data is the new business currency—ERP systems with high-quality UX simplify access to key business insights. Clear dashboards, intuitive analytics tools, and real-time access to information enable faster decision-making and more agile responses to market changes. This boosts not only operational efficiency but also forecasting and adaptability to future challenges. Good UX practices in ERP also improve cross-departmental collaboration. Easy-to-use systems encourage knowledge sharing and teamwork, leading to a more integrated approach to enterprise management—where different departments can work and share information effectively. In conclusion, UX in ERP systems is no longer a “nice-to-have” but a critical element that influences purchasing decisions, operational efficiency, talent retention, and overall market competitiveness. ERP vendors that understand and implement these principles can deliver significant added value—going beyond traditional system functions. In a fast-changing business world, where adaptation and innovation are key to success, UX in ERP has become an essential element of corporate strategy. Block Quote The Future of UX in ERP: Innovations and Trends The future of UX in ERP systems looks fascinating, with technological innovations such as Artificial Intelligence (AI) and Machine Learning (ML) playing a pivotal role in this transformation. These technologies have the potential to radically change how users interact with ERP systems, making them even more intuitive and tailored to individual needs. AI can be used to personalize user experiences by analyzing behavior and preferences to adapt interfaces and functionalities to specific requirements and work styles. An example of AI in ERP is the automatic enhancement of decision-making processes by delivering precise, real-time analytics and forecasts. With machine learning, ERP systems will be able to predict market trends, detect data anomalies, and recommend optimal actions—significantly improving operational efficiency. Another important trend is the use of AI-powered voice interfaces and chatbots, enabling more natural and direct interactions with the system. This approach can greatly lower the entry barrier for new ERP users unfamiliar with traditional interfaces, allowing them to quickly obtain necessary information or complete tasks through simple voice commands or conversations with a virtual assistant. Integration with Augmented Reality (AR) and Virtual Reality (VR) also opens new possibilities for UX in ERP. These technologies can be used to create more immersive and interactive training experiences or to visualize complex business data—helping users better understand and analyze information. In all these cases, the key will be to ensure that new technologies are implemented in a way that is intuitive and user-friendly. The future of UX in ERP will depend not only on technological sophistication but also on understanding human interaction with these tools—creating systems that are both powerful and enjoyable to use. As the ERP industry moves toward greater integration with emerging technologies, UX remains a critical factor shaping the future of the sector. Block Quote Why UX Cannot Be Ignored in ERP To sum up, User Experience (UX) in ERP systems has become an aspect that cannot be ignored. Its importance is growing due to the generational shift in the labor market and rising user expectations. New generations of employees, raised in the digital era, expect ERP systems to offer not only functionality but also intuitiveness, aesthetics, and personalization. This shift poses a challenge for traditional ERP systems, which must evolve to meet these new standards. Good UX in ERP not only facilitates daily work but also contributes to higher operational efficiency, better cross-departmental collaboration, and faster decision-making. In an era where data is key to business success, ERP systems with well-designed UX allow easier access to and analysis of information. Moreover, in the context of global competition and the war for talent, ERP systems with higher UX standards become a crucial factor in attracting and retaining valuable employees. The growing importance of UX in ERP is also evident in the technology sphere. The development of AI, ML, voice interfaces, and AR/VR opens new horizons for user experience. These innovations have the potential to transform how we work with ERP systems—making them more intuitive, efficient, and tailored to individual needs. As a result, companies that ignore UX in their ERP systems risk losing market competitiveness. In contrast, those that embrace and invest in UX gain a significant advantage—offering their users not just a resource management tool, but a platform that is both enjoyable and effective to use. In today’s dynamic business environment, where adaptation and innovation are key to success, excellent UX in ERP is no longer a luxury but a necessity. The role of UX in ERP systems discussed in this article is especially important in relation to the “modern” user and will only grow along with generational change. Almost every business process carried out in an IT system involves a human. It’s no secret that the easier it is for someone to use a solution, the more willingly and efficiently they will do so. The result? The entire organization benefits—reacting faster to current events, saving time, and improving operational performance. This desired end result, however, requires the right approach—people are different, and the generational shift will bring thousands of individuals into companies who have been raised in a digital culture from birth. The skills and expectations of “digital natives” are significantly different from those of older employees. As IT solution providers, it is our role to reconcile the requirements of these groups, ensuring system usability, efficient information flow, and the ability for companies to remain competitive. UX is not only about the pleasure of using a system—it is also a major competitive advantage that, in the long term, can be the key to a company’s growth. Block Quote
MarekMac
Agentforce Cuts Sales Quoting Time by 75%, Dramatically Reduces Manual Work for Reps
Quoting should be simple. But for most sales reps, it’s anything but. They are forced to hunt for the right combination of SKUs, interpret complex pricing rules, check legal terms, and wait on approvals, all while under pressure to move fast. A single mistake can lead to delays, rework, or worse: sending an incorrect quote. This inefficiency directly slows down deal velocity and revenue. That’s why Salesforce is introducing Agentforce for Revenue. It brings digital labor that takes on routine work like quoting, follow-ups, and data entry, so every rep can focus on building relationships and driving revenue. Embedded in Revenue Cloud, this solution combines the power of humans and AI agents to streamline the entire quote-to-cash process, from quoting and contracting to ordering and invoicing, with greater speed, accuracy, and confidence. Instant quotes with Agentforce for Revenue Agentforce empowers reps to create accurate, customized quotes in seconds. Reps simply describe what they need — like “Quote a new generator with the usage-based energy pack” — and Agentforce instantly generates the quote, automatically pulling the correct products, pricing, and terms. Salesforce is already using Agentforce internally and has seen a 75% decrease in quoting time along with an 87% reduction in clicks for its own sales team. And it’s not just Salesforce seeing results. Agentforce is designed to deliver quoting speed and accuracy to customers across any industry, from manufacturing to healthcare. Take AdMed, Inc., a leader in pharmaceutical and biotech training, which is now leveraging Revenue Cloud to modernize its sales process. “Revenue Cloud is transforming the way we do business,” said Bill Francy, President of Client Services at AdMed, Inc. “We’re currently piloting the new quoting agent, and we expect it to cut manual work, accelerate deal cycles, and get quotes to clients faster than ever. It’s not just about efficiency. It’s about unlocking more closed-won opportunities and scaling smarter.” Block Quote Faster, smarter product configuration Generating a quote is only the first step. To truly unlock speed and accuracy across the entire quoting journey, sellers also need a smarter way to configure products. After a quote is kicked off by Agentforce, sellers use Revenue Cloud’s enhanced Product Configurator to quickly tailor complex offerings, including quotes with more than a thousand line items. Unlike traditional CPQ tools that rely solely on rigid, rule-heavy systems, Salesforce’s new constraint-based logic engine augments those traditional approaches, giving customers the flexibility to handle whatever complexity their business demands. It uses bidirectional rules and point-and-click templates to dramatically reduce rule maintenance and authoring time. Think of it as a GPS for quoting that guides reps to valid configurations in real time, speeding up time-to-quote. Why it matters Today’s revenue operations are more complex than ever. According to Deloitte, 71% of B2B executives struggle with manual, fragmented sales processes — and 13% of deals are lost because of disconnected tools. As hybrid monetization models become the norm, reps don’t have time to manually piece together subscriptions, usage-based pricing, and service offerings. Revenue Cloud, powered by Agentforce, eliminates that complexity, unifying all transaction types on a single quote, and carrying the transaction data through to the order and invoice. How it works To make this possible, Salesforce rebuilt its CPQ solution as the all-new Revenue Cloud: the industry’s first composable, AI agent-powered revenue platform. Its API-first architecture embeds every revenue business process within accessible APIs, making it easy for agents to sit atop and interact with those processes. “Salesforce CPQ helped usher in the second wave of revenue management by enabling recurring revenue at scale,” said Meredith Schmidt, EVP and GM of Revenue Cloud at Salesforce. “Now, with Revenue Cloud, we’re delivering the third wave: revenue management powered by an API-first, composable, and agent-ready platform that lets revenue flow seamlessly across every channel, from sales reps and partner portals to self-service and field service.” Agentforce and Revenue Cloud unify structured and unstructured data (purchase history, product catalogs, connected asset insights) for timely, accurate actions. This data, harmonized in Data Cloud, powers Agentforce’s agentic AI, enabling teams to deploy autonomous, goal-oriented agents that can reason and act. Unlike traditional AI assistants that merely suggest next steps, Agentforce executes tasks end-to-end, freeing sellers for higher-value work. Throughout the entire process, data is protected by the Salesforce Trust Layer. Agents operate securely within employee-specific permissions, helping to ensure both agent and employee access only authorized data and actions. This allows every quote to comply with company policies, pricing rules, and customer data, significantly reducing time-to-quote. Dig deeper These innovations are part of Salesforce’s Summer ’25 release, the biggest yet for Revenue Cloud, and all are available today. With this release, Revenue Cloud provides teams with greater power, flexibility, and speed than ever before. Additional capabilities include: Seamless Workflows with Slack and CRM: Agentforce is available in Slack via API, as well as from the opportunity, quote, and account records within Salesforce. This means sellers can start, edit, and finalize quotes from wherever they are, all within the same flow of work. Quotes follow the transaction, so there’s no rekeying or duplication. Revenue Cloud Billing: As a complete revenue platform, Revenue Cloud’s API-first architecture empowers users to create their own agents to support any process across the quote-to-cash lifecycle, including billing. With all data from quote to invoice on a single platform, Revenue Cloud Billing facilitates accurate and transparent invoicing. Revenue Management Intelligence: Sales, finance, and operations teams can accelerate decision-making with real-time visibility into their entire revenue lifecycle. Tableau Next, embedded in Revenue Cloud, provides a clear view of key metrics like pricing trends, order flow, and revenue performance, empowering teams to act instantly on insights. For current customers Salesforce remains committed to supporting current Salesforce CPQ customers, as it continues to be a robust solution for many businesses. Customers can renew contracts, add licenses, and count on full support. For those ready to begin their migration to Revenue Cloud as their complete, agentic revenue platform, Salesforce offers a strong ecosystem of trusted partners to help guide the transition.
Salesforce
ERP System for Manufacturing – How to Choose the Right Vendor?
Choosing the right ERP system for manufacturing is a crucial step in a company’s digital transformation journey. The market offers a wide range of solutions that differ in functionality, pricing, and integration capabilities. How can you make the best decision? Here’s a practical guide to help you select the ideal vendor tailored to your business needs. Why Is Choosing an ERP System for Manufacturing So Important? An ERP system is the core of every digital organization. In manufacturing, it supports processes from order management and resource planning to monitoring production efficiency. However, the ERP system alone is not enough. To deliver maximum benefits, it should be well-integrated with external solutions such as MES (Manufacturing Execution Systems), WMS (Warehouse Management Systems), or TMS (Transportation Management Systems). Example ERP systems for manufacturing you’ll find at myerp.global/systems include: SAP Business One – ideal for medium and large enterprises, offering advanced customization. Microsoft Dynamics 365 Business Central – a modern tool supporting process automation. IFS Applications – focused on project and production process management. How to Evaluate an ERP Vendor? Choosing an ERP vendor is not only a technological decision but also a strategic one. Here are the key factors you should consider: Industry Experience – the vendor should have experience working with manufacturing companies and understand the specific needs of the sector. System Flexibility – can the system be easily customized to meet your production-specific requirements? Integration Capabilities – ensure the vendor provides comprehensive support for integration with other systems. Technical Support and Service – the stability of the system depends on prompt assistance in case of issues. Recommendations and Reviews – check how other clients rate their cooperation with the vendor. Digital Transformation – What Else Should You Know? Digital transformation requires more than just the right ERP system – it also involves a shift in organizational mindset. It’s essential to understand that ERP is just one part of a larger ecosystem. Collaboration with external providers of MES, WMS, or CRM systems helps create a comprehensive production environment that boosts efficiency and competitiveness. Instead of treating ERP implementation as a one-time project, it’s better to see it as a long-term investment in organizational development. This way, your company will be ready to face the challenges of the future. Conclusion Choosing the right ERP system for manufacturing requires analyzing your needs, integration options, and carefully evaluating vendors. Use the insights from the report available at myERP.pl/raport and schedule a free consultation to ensure your company gets the best technological solution. Don’t wait – digital transformation is the future, and it starts today! Partner with Us – Showcase Your ERP Solutions Are you an ERP vendor or implementation partner supporting the digital transformation of manufacturing companies? Join our growing network of technology providers on myERP.pl. By adding your company profile or listing the ERP systems you implement, you gain visibility among thousands of businesses actively seeking modern IT solutions. Take advantage of: A dedicated profile page with contact details and project experience Visibility in comparison guides and expert content The opportunity to share case studies and client success stories 👉 Contact us directly to become part of the leading portal for ERP and business technology in Poland. Let’s build the future of digital transformation together!
MarekMac
Benefits of implementing Microsoft Dynamics 365 for accounting teams
Implementing a new ERP system such as Microsoft Dynamics 365 is, on the one hand, a large-scale project that adds extra work – especially for Finance and Accounting. On the other hand, it is a chance to automate repetitive tasks, improve data consistency and save time over the long term. That is why, from day one, it pays to highlight the real benefits the new tools will deliver to the team. Below are two practical examples of features that, in my experience, make a noticeable difference to everyday accounting work: Automatic VAT reclassification In many organisations, once the JPK_V7M file is generated, accountants manually move input and output tax to the VAT settlement account, reconciling that balance with the VAT return. With D365, the right configuration enables you to: automatically reclassify transactions from sales and purchase VAT accounts to the VAT settlement account; set up the tax office as a vendor so the VAT payable/receivable is posted directly to it; trigger the posting when the user decides – controlled yet automatic; keep the settlement-account balance aligned with the amount shown in the VAT return; post required rounding differences in line with regulations; record adjustments for a specific VAT period. Team benefits: time saved (no manual entries), lower risk of posting errors, consistent data and full compliance with reporting rules. Period-end valuation of receivables and payables D365 offers a robust foreign-currency valuation feature that lets you: automatically revalue open items (receivables and payables) using the National Bank of Poland (NBP) rate; preview a draft report before posting – so you can check data and exchange rates; flexibly set valuation parameters, choosing a single currency or all currencies, posting dates, exchange-rate dates, or specific business partners; automatically reverse the valuation in the next period or continue it into the following month; post realised FX differences when an item is cleared, simultaneously reversing the valuation; view posting results per supplier or customer transaction. Team benefits: statutory compliance, full control over valuation settings, and automation with an option for manual oversight – the perfect balance. Summary For Accounting, D365 enriched with Polish localisation is more than another IT tool – it is an opportunity to automate workflows, improve data quality and minimise errors. From project kick-off onwards, show accountants concrete features that address their daily challenges, and the system will quickly prove its value.
EdytaPolańska
MarekMac
MarekMac
RamBase
