CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software are powerful tools for a business or enterprise to use. CRM handles the sales, marketing, and customer service information. It handles activities such as recording customer interactions, sales tracking, pipeline management, prospecting, and creating/evaluating marketing campaigns. On the other hand, ERP handles the back-end processes and internal information. It takes care of tasks like order placement, tracking, billing, shipping, accounting, and supply chain details.
With an abundance of consumer data generated daily, business owners are witnessing a more complex business environment than ever. If customer information is not handled properly, it will become the biggest pain point for efficiency with forecasting, decision making and ultimately – the sales and purchase processes.
1. A 360 degree view of your customers:From sales and support to finance and accounting; these systems provide complete visibility on your customer’s buying habits, order history and general needs.
2. Streamlined operations:Employees only need to enter data once with integrated ERP-CRM software. You can also automate workflow and help operations run smoothly across departments.
3. Faster access to crucial information: Without a fully integrated system, employees run the risk of becoming less efficient, meaning your customers will pay the price.
4. More accurate predictions: With data from a CRM, your ERP software can make more accurate predictions about shipping dates, anticipated product demand and more.
ERP-CRM software integration can help your business improve efficiency and grow your customer base, whether you’re in manufacturing, distribution or service industry. At Sohn and Sol Technologies, our knowledgeable consultants can help you find an integrated ERP-CRM solution that meets your needs in 3 steps:
ERP and CRM integrations may require a considerate amount of investment but every shilling that goes behind this is totally worth it. It helps in increasing the productivity of your company as it is doing the major works in a short period. You don’t have to hire extra people for management and data analyzing. It also reduces the risks of losing data, helps in ISO guidelines adherance as ell as prevent losses from employee theft.
The implementation timeframe varies depending on the modules being implemented. In our experience, we can implement as early as one month for an accounting module. This is based on the assumption that the user or the company already knows what to expect and have necessary data available right away.
There are implementations that take a year or more especially if the organization has growing requirements, incomplete or incorrect data provided and/or management changes.
But this can be shortened by having a strong collaboration between the internal steering committee and us, the solutions provider.
Enterprise systems (ERPs) are beneficial to companies regardless of size or industry. In recent years, small- to mid-sized companies have fueled most of the growth in the ERP industry. While large enterprises dominated ERP usage in the past, niche solutions have made it possible for smaller businesses to implement an ERP system.
Companies pursuing digital transformation often implement software to enable their digital strategies. These companies use technology to enable digital operations and create new business and operating models.
The very first step in preparing in implementing an ERP solution is a concrete business process. The organizational chart should be well defined, the different roles of each function and the process documentation/accountability.
Once the above is established, next step is to establish a steering committee who will manage the project. The team can come from internally or thru a third party. Their role will be the interface between the management, end-users and the solutions provider. They will also be accountable in signing-off necessary chart of accounts, vendor listing, customer listing, SKUs, reports or output expected by the stakeholders, the accountability forms format and the configuration in general based on the organization’s process flow. This team will also handle the UAT and test-to-production milestone.
Return on investment does not just imply in terms of financial gain. It can be in terms of the growth in productivity, efficiency, or in terms of overall improvement in the performance of the company or even to the extent of better transparency in the operations being carried out by the firm and of course, the satisfaction of the users.
ERP automates your entire system while seamlessly integrating them resulting and fast and accurate movement of data reducing redundancy and effect caused by delay. ERP helps you deliver solid customer satisfaction by improving on-time shipments, automating clerical tasks, reducing inventory and providing solid information to make decisions on.
The Shop Floor chaos is eliminated by proper scheduling and material control. Billing and delivery errors are eliminated using system automation. These benefits certainly boost your productivity, reduce extra costs and overheads and ultimately increased ROI.
The two essential factors determining the ROI and Payback potential are Installation and implementation of the software. At Sohn and So we ensure to match the ERP solutions in the market to the needs of our client.
Yes, as a mandatory step in the implementation methodology, Sohn and Sol provides training to your employees. If a trained employee leaves you, and you hire a new person, we can even train your new employee and educate him how to use the system effectively for your business objectives.
At Sohn and Sol we have also developed Training Videos where functionality and modules are explained in details, such videos are very well accepted and appreciated by our existing users.