What aspects need to be involved in the integration of CRM and ERP

?Integrate systems: Ensure that CRM and ERP systems can be seamlessly integrated so that information can be automatically passed between the two. This will reduce manual data entry and improve accuracy.

Training and education: Provide training to sales teams on how to use CRM and ERP systems effectively. Employees can only reach their maximum potential when they are familiar with the tools.

Data Analysis: Utilize the analytical tools provided by CRM and ERP systems to monitor sales data and trends. This will help businesses adjust their strategies in a timely manner to meet market demand.

Customer Experience: Track customer feedback through a CRM system to improve the customer experience. The ERP system ensures that products are delivered on time and meet customer expectations.

Continuous improvement: Regularly review the sales management process to identify potential areas for improvement and make adjustments. CRM and ERP systems should evolve with the growth of the business.

1. CRM is composed of customer management software, customer information, follow-up visits, return visit reminders, scheduling, custom classification, customer maps, customer reporting, duplicate checking and collision avoidance orders, batch deployment, high sea customers, private customers and other modules.

2. ERP is composed of sales, procurement, warehouse and other modules.

3. Customer management can be associated with two modules: sales and procurement.

The main reason for the development of CRM system is that for the development of the company, enterprises pay more attention to how to improve the efficiency of internal operations, management and execution, as well as the mining and transformation of external customers, the traditional ERP system is used to adjust and manage all kinds of resources in the company's background, and improve the internal needs of the enterprise, such as: product inventory, information and other tangible and intangible resources.

ERP is also one of the management systems widely used by major enterprises, but it is very different from the use of CRM customer relationship management system, although ERP has a good process in resource management, it does not have the function of direct contact with customers, but after the completion of the adjustment and management of internal resources, enterprises and need to put other energy on customers, but the traditional way of collecting and managing customers has not been able to obtain good results, therefore, the demand for CRM is also increasing.

Therefore, many CRM software manufacturers also found the demand, so there was a CRM and ERP integration service later, the combination of the two systems not only solves the problem of enterprise resource management, but also solves the problem of customer management and maintenance of the enterprise, but they can share the same customer information, which effectively improves the chain service process from the front desk to the back office of the enterprise.

When CRM and ERP are integrated, when customers request order services from the front desk through CRM, the information of the communication and transaction process will be automatically recorded by the database, and the order information will be transmitted to the ERP product and logistics information through the sales and financial management functions of CRM, and the relevant managers of the warehouse can directly package and send products according to this information.

The integration of ERP and CRM improves the overall operation and management efficiency of the enterprise, and also improves the development competitiveness among peers, which is not only the ideal development result of the large-scale pursuit, but also has a very high desire for every small business in the middle of the day.

How should the CRM system be integrated with the ERP system and SCM system?

How to integrate ERP, CRM, and SCM? The integration of ERP, CRM, and SCM systems is an inevitable trend. Below, Wutong Cloud Business will give you a detailed introduction to how to integrate ERP, CRM, SCM and how to integrate ERP, CRM, SCM systems.

ERP, CRM, and SCM need to be integrated The parts that ERP and CRM need to be integrated are: Customer management: ERP and CRM need to use some basic information of customers, and CRM is more comprehensive.

Customer service and support: ERP offers only a few simple features, while CRM takes care of this aspect holistically. Staff Management:

ERP and CRM both involve the basic situation and work arrangement of enterprise employees, but ERP has a stronger management of human resources. Product management: ERP and CRM need to use the basic information of the product, the BOM table of the product, the customized configuration of the product and the best of the product.

Order management: ERP and CRM both have order management, and the two are completely overlapping. Sales Marketing Management:

ERP sales and marketing are relatively simple, while CRM is more complete and quite powerful. Decision support: Both ERP and CRM use data warehouse DW and online analysis and processing OLAP functions to achieve business intelligence BI and decision support DS.

The technology used by the two is not much different, except for the data objects.

Customer relationship management (CRM) is suitable for a variety of industries and businesses. When we search for "CRM industry application", we will find that most of the industries involved in personnel and customer information management are in use, such as: traditional manufacturing, Internet industry, e-commerce industry, medical industry, education industry, transportation industry, automotive industry, real estate industry, financial industry and banking, etc.

The features of customer relationship management cover all aspects of customer contact – pre-sale, in-sale, and post-sale. CRM can run service and support through all aspects of pre-sale, in-sale and after-sale, record customer needs and customer service status at any time, and service personnel and sales staff can understand customers from multiple dimensions and carry out targeted work.

When a customer relationship management system is installed, it is unrealistic to expect the system to run at high speed right away. Some users are in a hurry and hastily implement customer relationship management (CRM) systems without training or user involvement. Reports abound.

According to incomplete statistics, 60% to 80% of enterprises are deeply involved in this trouble, so enterprises should analyze and choose the appropriate CRM system according to their own needs, and do not blindly implement it.

Based on the situation that small and medium-sized enterprises have few personnel and low training and learning costs, the CRM system of Fanke Customer Pass has been designed and developed in a targeted manner. The pursuit of simplicity and practicality, designed for small and medium-sized enterprises, no tutorials, no training, completely bid farewell to the traditional complex, difficult and expensive CRM system. The CRM system is also equipped with a professional customer service team and a high-quality technical support team to alleviate the worries of enterprises.

ERP is the English abbreviation of Enterprise Resource Planning, is a very large concept, and broadly speaking, it includes a lot of content. The ERP referred to in this article is based on reality, and only refers to the finance, purchase, sales and inventory, material management system, MRPII, production management, logistics system, etc. provided by the mainstream ERP manufacturers.

CRM is an abbreviation for Customer Relationship Management. It is a series of customer-centric marketing, sales, and service management methods and systems.

Both CRM and ERP are new things that have only been proposed in recent years, and they are all about enterprise management methods or enterprise information systems.

Some ERP systems also include customer management and sales management modules, but they are still fundamentally different from CRM customer relationship management, which is mainly reflected in the following aspects:

1. [From the perspective of management philosophy]: ERP's sales management system emphasizes product-centric, and its focus is on "inside". CRM emphasizes customer-centricity, and its focus is on the "outside".

2. [From the perspective of managing leads]: ERP's sales management system is managed with orders as clues, and sales management is managed from the generation of sales orders. The CRM is the management of business opportunities (projects) for clues, and more emphasis is placed on business management before the order is signed, and the CRM will record some important process information.

3. [From the perspective of management methods]: ERP sales management only manages the sales results and the number of orders; CRM, on the other hand, focuses on the management of the sales process, pays attention to the management of a large number of unclosed business opportunities (projects), and monitors the progress of business opportunities (projects) in a timely manner.

4. [From the perspective of the most basic customer information record]: The sales management system of ERP usually simply records the contact information of the customer, which is enough for order management, but far from enough for the sales itself. CRM not only manages the customer's contact information, but also manages the customer's background information, characteristic information, and key contacts' family background, work history, leisure hobbies, money values, and other information.

5. [From the perspective of management content]: ERP's sales management system mainly manages customer contact information and order information, while CRM manages a large amount of information such as customer resources, market information, sales process information, contracts, competitors, and after-sales service.

6. [From the perspective of managing the number of customers]: ERP's sales management system usually only manages the information of contracted customers, while CRM manages the overall customer information of the whole company, including a large number of potential customers.

7. [From the user's point of view]: ERP is usually used by the production, delivery, order management and other back-end employees of the enterprise, while the CRM system is used by the front-end marketing, sales and service personnel of the enterprise.

Basically, CRM customer relationship management and ERP sales management are divided by the signing of the contract, a large amount of information is managed by the CRM system before the contract is signed, and the information after the contract is signed is managed by the ERP sales management system. They are very connected in business, and at the same time there is a big difference.

CRM stands for Customer Relationship Management. Literally, it refers to the use of CRM by businesses to manage relationships with customers. In different contexts, CRM may be a management term, it may be a software system, and CRM is usually referred to as a software system that uses computers to automate the analysis of sales, marketing, customer service, and application support processes.

Its goal is to reduce sales cycles and costs of sales, increase revenue, find new markets and channels needed to expand the business, and increase customer value, satisfaction, profitability and loyalty. CRM is a business strategy for selecting and managing valuable customers and their relationships, and CRM requires a customer-centric corporate culture to support effective marketing, sales and service processes.

ERP is the abbreviation of enterprise resource planning, which is an enterprise management software for the integration of material resource management (logistics), human resource management (**), financial resource management (financial flow), and information resource management (information flow). It will contain a customer service architecture, using a graphical user interface, and an open system for application production. In addition to the standard functions already available, it also includes other features such as quality, process operations management, and adjustment reporting.

Customer relationship management (CRM) is very different from ERP. Customer relationship management (CRM), its popular and simple description is - it is a customer-oriented, internal operation of the front office, that is, the front office platform. ERP is the company's internal backoffice, that is, the back-office platform.

Misunderstandings of CRM.

Many people think that customer relationship management (CRM) is equivalent to customer management, sales management, and service management. In fact, this view is very wrong. Customer management, sales management, and service management are fundamentally different from customer relationship management (CRM).

It is easy to understand "customer relationship management" as "customer management", "sales management" and "service management" from the literal word, which is actually very incomplete, CRM is a front office (front office management platform), and customer management, sales management and service management are only the links that need to be involved in CRM management, not all of CRM, and not the essence of CRM.

Get the right understanding of CRM

The essence of CRM is to be customer-oriented, through office collaboration (such as customer care, customer mining, sales automation, marketing automation, service automation, etc.), with the help of advanced information tools, improve work efficiency, improve management level, and ultimately achieve increased profits, revenue and customer satisfaction.

Therefore, CRM should be a "customer-oriented" enterprise, involving a multi-faceted management platform that focuses on improving the operation ability of the enterprise, rather than simply managing the sales department, etc., and not just managing customers. As for sales management, customer management, and service management, they are just links in management. CRM emphasizes the collaboration of various departments, the automation of work processes, and the quantification and transparency of management.