A business needs proper organization: therefore, it is essential that it has the best technologies for its management.
Sales and operations are two important areas for business success, so they need to be equipped with better management and organizational systems: CRM for the sales department andERP for business operations management.
Let's see what are the advantages of CRM and those of ERP, what is the difference between the two software and how to integrate them with the all-in-one software Odoo.
CRM: what is it and what are its benefits?
Within business reality, the customer relationship plays an essential role in maintaining, or increasing, trust in your brand or product.
Customer Relatioship Management ( CRM ) software enables easier and more organized management of your company's relationships with customers. CRM simplifies the tracking of all contacts, documents, and the sales cycle, making it more organized.
The benefits of CRM
Through the use of a CRM it increases the productivity of the sales department by making it more efficient and improves customer service.
Its main advantages are:
- Data and customer management from the first contact: the software is able to catalog all information for each individual customer, allowing significantly faster and more complete access to data.
- Sales cycle tracking: thanks to a very precise sales tracking system, the CRM allows you to follow each customer from the product selection stage to the sale, keeping every piece of information on file.
- Analysis on sales: thanks to the information that is collected during the sales process, it becomes possible to make a very precise analysis on the sales of a given product. This leads, for example, to defining better and more effective marketing campaigns.
Read also - Which CRM to choose for your business needs?
ERP: what is it and what are its benefits?
Enterprise Resource Planning ( ERP) software helps your company manage resources such as, for example, inventory, suppliers, production, sales staff.
Unlike CRM, which is one software, ERP involves a set of modules, each dedicated to a specific function, according to the needs of the company itself.
The benefits of ERP
ERP makes business operations more efficient by streamlining the flow of information between departments and improves decision making because it integrates all business data.
The main benefits of using an ERP are:
- Optimization of business flows: through improved resource management, it becomes possible to implement substantial waste reduction.
- Management of production activities: better organization of resource and raw material procurement ensures better management and efficiency a overall company.
- Accounting administration: by having an accurate record of materials and resources, it becomes faster and more accurate to perform accounting, thus reducing the margin of error.
CRM and ERP: what is the difference?
What, then, in essence is the difference between the two software?
CRM generates and organizes data related to the customer ; it enables the automation of customer management processes, following the customer not only during the purchase bases, but also during service and contact.
ERP coordinates the organizational flows of the company; it handles everything from the production department to accounting and coordinating the supply chain.
The choice of software depends on the specific needs of the company itself, taking into account factors such as customer flow, whether the company provides a service or product, how extensive its production is.
CRM and ERP: can they be integrated?
By integrating the two software, business quality and productivity can be improved, even significantly. In particular, integration between CRM and ERP is very beneficial when running a large company (but not only!).
The integration of the two software ensures a direct flow of data between the two management systems. In this way, a considerable amount of data can be collected and catalogued in an organized manner, making the analysis and report writing stages more agile to understand the best strategy to implement.
Odoo: integrates ERP and CRM
Odoo is a complete management system: an ERP, a CRM and more.
This all-in-one software indeed allows the integration of ERP and CRM; it is a modular and intuitive solution for managing the entire company. The software is a suite of apps with modules that cover all the functions of a company: CRM, expense reports, sales, production, e-commerce, invoicing, inventory, project management and much more.
No more individual pieces of software to talk to each other, but one feature-rich software: you will optimize all your business processes.
Integrate CRM and ERP and increase your productivity!
Choose ERP and CRM software for your company that is efficient and integrable.
Contact us: we will introduce you to Odoo and provide a free demo.
