Here are the first elements to understand the concepts of ERP and CRM:
In this article, appvizer explains the differences between ERP and CRM software, and provides you with a list of cloud-based solutions.
From dedicated ERP software to all-in-one management software including a CRM module, you may find the tool that meets your needs!
What is the difference between ERP and CRM software? To begin, CRM software is an essential tool for sales representatives. This type of software is used to manage contacts and integrate them into a database, track interactions, manage sales activity, and analyze a company’s performance with a dashboard.
A CRM system is an operational tool: when you return from an appointment, for example, you can write down that the contact has to be called back within three weeks. An alert will remind you when the time comes.
Moreover, you can use a CRM system to sell more by customizing the commercial offer and building customer loyalty.
This type of software also allows you to improve the quality of technical support and customer service by saving all customer issues on a single platform.
You can make sure, for example, that you give a personalized offer to a customer every two months so that he feels valued.
When sales representatives are prospecting, they need to have a wide array of tools:
Regardless of the products they are selling, sales representatives have to manage a considerable amount of logistics. They must :
And, all of this on the go. That's where CRM software is crucial. It can be accessed remotely: sales representatives can use CRM software from smartphones or tablets any time and anywhere.
Some CRM software combines information and content together in the same place.
Recently, CRM software has become an all-in-one tool for sales representatives. They can use this software to find the entire customer relationship history, customer information and sales support tools.
During their visits, sales representatives can find the address of a potential customer they are about to visit, but also access PDF presentations or promotional videos to better convey their message.
Sales representatives have a portfolio of customers to maintain, and prospecting objectives to achieve. To help them meet these goals, some CRMs offer collective and individual progress, with an "objective" module.
A counter shows everyone's results and this stimulates the entire team to do better.
ERP software is defined as a group of modules linked to a single database. These modules may include:
An ERP software is a centralized management tool that ensures that all departments share the same data, to avoid data silos.
For example, if a sales representative creates a new contact in the CRM module: when a sale is concluded, the contact will be sent to the customer file, then, to the invoicing tab.
This is the same information that the accounting department enters. This not only saves time but also harmonizes data internally.
ERP software is often associated with large companies.
Implementing ERP software in a company requires training staff. Indeed, this type of software can be used by all departments and it is essential that everyone knows how to use it.
ERP editors often provide integrators to :
ERP software improves internal processes by avoiding repetitions, but also from an organizational point of view.
Most ERPs include a configuration tool that allows the production department to duplicate products and save time. Planning tools also make it possible to forecast production capacities and workloads through tables such as the Gantt chart.
An ERP software is also a valuable decision-making tool. At the heart of the company, it contains a set of relevant data to be analyzed.
With this solution, you will be able to monitor the company's situation in the form of dashboards at any given time. And this can be done at different levels: financial and accounting, sales and even HR.
Here are a few cloud-based solutions that you can use that covers both CRM and ERP. See how your business processes can be integrated with each tool.
Sage 100cloud is a flexible ERP software that can adapt to the continuous changes of a growing company.
Sage 100cloud has an open code base. This will allow you to fully configure application settings and customize the software to meet all of your needs.
Sage 100cloud’s list of features include:
Salesforce Sales Cloud is a cloud-based CRM software that helps you track and monitor customer information and interactions in a single platform to follow more leads.
With Salesforce Sales Cloud, you will be able to increase sales, build customer loyalty and explore new opportunities. Without any software or material to install, you can begin using the software in no time to monitor and improve your relationship with customers, employees and suppliers.
Salesforce Sales Cloud list of features include:
SAP Business One is a complete business management software designed for small businesses.
With this easy-to-use ERP, you will be able to streamline your company's processes: no more re-entering data and no more loss of information!
SAP Business One covers all aspects of your business, from accounting and logistics (supply chain) to purchasing and CRM.
SAP Business One list of features include:
Which software should you start using first?
Your decision depends on your needs and priorities:
Also, think about your future needs: this reflection allows you to anticipate possible compatibility problems with third-party solutions that you already use, or plan to use.
Software editors also highlight the number of APIs (Applications Programming Interface) of their solutions, a reassuring argument for making your choice.
You don't have an ERP or CRM software yet? A piece of advice: opt for a solution that is either modular, and therefore scalable, or open and compatible. A precaution you won't regret!