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CRM and ERP Work Together to Help Achieve Your Business Goals

How Can You Easily Achieve Your Business Goals?

The more oversight you can have over your business operations, the better your efficiency.  It is important to make good use of real-time data, customer insights and information about your processes to fully maximise your business potential.  Technology such as CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) can be leveraged to enhance your ways of working, boost profitability and achieve your business goals.  When these technologies integrate, you can take these benefits to the next level.

 

What is CRM and ERP?

Firstly, it is essential to understand what both CRM and ERP are and what they can do for your business.

CRM solely focuses on customer activities and manages interactions with customers and potential customers.  A strong CRM strategy is usually made up with a combination of sales, e-mail marketing, relationship management, follow-up projects and e-mail integration.  CRM works to increase sales volume through improved understanding of the customer and their needs.

On the other hand, ERP is more focused on the wider business.  A good ERP system improves the efficiency of processes from integrated information and overall helps to create a clear and accurate reflection of your entire business.  ERP focuses on reducing overheads and cutting costs company-wide.

 

How can CRM and ERP integrate?

Traditionally, CRM and ERP have worked separately.  However, integrating these two systems makes very good business sense, and it streamlines your activities.  This in turn will boost your profitability and reduce overheads.

For example, if your salespeople (CRM) can send orders directly to fulfilment (ERP), your finance team can see revenue coming into your pipeline straight away.  They will be able to better predict your cash flow and plan for the coming weeks and months.  This also means you can easily spot hurdles in advance and prepare solutions, allowing for a more seamless customer experience.

Both your CRM and ERP will have very valuable insights.  therefore, it makes much more sense to hold both data sets in one database to give your employees much quicker access to the information they need.  Overall, this allows you to be more responsive and have much more informed insights for your important meetings or to share with key stakeholders.

With Cofficient, we offer ERP and CRM solutions from both SAP and NetSuite.  We can help you customise these solutions to fit perfectly with your business needs.

Get in touch today to find out how we can help.