登录查看更多内容

How can you improve your CRM with ERP?

由人工智能和领英社区提供技术支持

Customer relationship management (CRM) is a key aspect of any business that wants to attract, retain, and satisfy its customers. CRM software helps you manage your contacts, leads, sales, and service interactions. But CRM alone is not enough to optimize your business processes and performance. You also need enterprise resource planning (ERP) software, which integrates your financial, operational, and human resources data. ERP software helps you streamline your workflows, reduce costs, and improve efficiency. In this article, you will learn how you can improve your CRM with ERP by using these four strategies.

此文章中的业界达人

由社区从 2 条内容中精选。了解更多

Dr. Umesh Pandit

Advisor Solution Architect for Microsoft Dynamics 365, Azure, PPAC, CRM, M365 and AI
Dan Walsh

EVP Sales Technology and Business Consulting

1 Sync your data

One of the main benefits of using ERP software is that it creates a single source of truth for your business data. This means that you can avoid data silos, duplication, and inconsistency across your different departments and systems. By syncing your CRM and ERP data, you can ensure that your sales, marketing, and service teams have access to the same information about your customers, products, and orders. This will help you provide faster, more accurate, and more personalized service to your customers. It will also help you avoid errors, conflicts, and delays in your billing, inventory, and delivery processes.

添加您的观点

Dan Walsh

EVP Sales Technology and Business Consulting
举报内容
A perfect example - crm lets salespeople help customers. One small part of that is atp - available to promise. Without erp connected, you might quote customer delivery in one week, from a 4 day old spreadsheet. It could be wrong. Other customers got in ahead of yours. If that product is built twice a month, delivery is now out 3 weeks. On the flipside, erp sees that the crm promised a customer 1wk and its now sold out. the erp might reschedule next production early or lengthen the 1st line by x-more and pay overtime. Your customer gets the product on time or only slightly late. Multiply happier customers x 1000 x 200k order = 200million worth - possibly 10% of future revenue "at risk" now it isnt.

已翻译

赞

2 Automate your workflows

Another benefit of using ERP software is that it automates your workflows and tasks. This means that you can save time, money, and resources by eliminating manual and repetitive work. By automating your CRM and ERP workflows, you can improve your productivity, accuracy, and compliance. For example, you can automate the creation of quotes, invoices, and receipts based on your CRM data. You can also automate the update of your CRM records based on your ERP data, such as payment status, order fulfillment, and customer feedback. This will help you keep track of your customer journey, improve your communication, and increase your customer loyalty.

添加您的观点

Dr. Umesh Pandit

Advisor Solution Architect for Microsoft Dynamics 365, Azure, PPAC, CRM, M365 and AI
举报内容
Scalability: Ensure the integrated systems can grow with your business, accommodating increased data and customer interactions. Training and Adoption: Train staff on the integrated systems and manage the change effectively to maximize benefits. Incorporating ERP into CRM operations improves data visibility, operational efficiency, and customer service, ultimately enhancing customer relationships and business success.

已翻译

赞

3 Analyze your performance

A third benefit of using ERP software is that it provides you with powerful analytics and reporting tools. This means that you can measure, monitor, and improve your performance based on your data. By analyzing your CRM and ERP data, you can gain valuable insights into your customer behavior, preferences, and satisfaction. You can also identify your strengths, weaknesses, opportunities, and threats in your market, industry, and operations. This will help you make informed decisions, optimize your strategies, and achieve your goals.

添加您的观点

4 Customize your solutions

A fourth benefit of using ERP software is that it allows you to customize your solutions according to your specific needs and objectives. This means that you can adapt your CRM and ERP software to your industry, business model, and customer segments. By customizing your CRM and ERP solutions, you can enhance your functionality, usability, and scalability. For example, you can integrate your CRM and ERP software with other tools and platforms that you use, such as email, social media, or e-commerce. You can also add features and modules that suit your business processes and requirements, such as inventory management, project management, or human resources management.

添加您的观点

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Enterprise Resource Planning (ERP)

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

How can you improve your CRM with ERP?

1

2

3

4

5

1 Sync your data

2 Automate your workflows

3 Analyze your performance

4 Customize your solutions

5 Here’s what else to consider

Enterprise Resource Planning (ERP)

给文章评分

感谢您的反馈

更多Enterprise Resource Planning (ERP)相关文章

更多相关阅读内容

How can you improve your CRM with ERP?

1

2

3

4

5

1 Sync your data

2 Automate your workflows

3 Analyze your performance

4 Customize your solutions

5 Here’s what else to consider

Enterprise Resource Planning (ERP)

给文章评分

感谢您的反馈

查看其他技能