What are CRM and ERP softwares?

The ERP or resource planning system of a company, as its name implies, controls a large part of the internal processes of a company, for example, costs, expenses, income, profits, sales statistics, human resource management, payment to workers, etc.

In short, an ERP, which is usually a modular tool, acts on the following areas of a company:

Production

Payroll

Sale control

Stock control

Accounting and Finance

Supply and suppliers

The ultimate goal of an ERP is to centralize the comprehensive management of a company in one tool, seeking better interdepartmental communication and better access to data.

Now, an ERP is complex software that requires complex actions and decisions. By bringing so many departments together, hiring is often expensive; As it is often made to measure, so is maintenance; By bringing together so much information, learning and training is often long and complex. By concentrating so many parts, it takes a lot of time, effort and money. This is the experience of other clients, we offer flexible options for you to obtain your personalized ERP.

Not all businesses have the same information flow, nor the same functional needs, having personalized software for the management of your business, it is much easier since the software will adapt to you, not you adapt to the software or settle for manage only what the system allows you. Flexibility and the opportunity to increase new functionalities are very important since a growing business needs this type of support to continue growing, so make sure you keep this in mind when you hire these types of services.

CRM is a system through which we will manage relationships with our clients, it is used to create objectives, establish strategy and maintain a close relationship with our clients. The purpose of CRM is to organize customer information, put it at the center of the company, help in business management or monitoring, and be able to draw up both sales and marketing strategies.

Unlike an ERP, the CRM contains customer information, making it a more dynamic and agile tool both in use, implementation, learning, functionalities and price.

The main functions of a CRM and what you can expect from it are:

The automation of sales processes, from the registration of leads, their follow-up, alert system or task management.

Store and activate customer information such as emails, positions, interactions with the company, meetings, source of attribution, etc.

Creation of segments for different objectives in marketing or sales, such as strategy planning, communications segmentation, sales forecasting, building a buyer persona …

Commercial monitoring and creation of processes in it.

The implementation of a CRM is essential to carry out a refined and successful marketing since, in a context such as the current one, promotion or communication actions must be segmented as much as possible to increase conversion ratios and minimize costs per lead and per customer. .

It goes without saying that CRM is also key to the proper performance of the commercial department of any company. Especially in SMEs, accustomed to working with excel, as it helps to professionalize the sales cycle and carry out an accurate and personal follow-up to each lead to end up offering better sales results.

Ultimately, CRM is customer-centric software whose purpose is to improve your relationship with the company (both before the sale and after) and increase sales.

Once the concepts and functions of both systems have been clarified, it is clear that they are really necessary for the operation of a business. We offer you incredible offers to have access to your personalized ERP + CRM system, contact us and we will explain everything we can do for your business.