Business management systems allow you to automate most of the enterprise’s work processes, as well as facilitate control, planning and forecasting within the company. Today we will talk about the problems of choosing an electronic management system for business; we will analyze the main tasks that the program should solve. Let’s define the differences between CRM and ERP systems, as well as compare them. So, what are ERP and CRM?
CRM and ERP definitions
Customer Relationship Management is a customer relationship management system that collects and organizes personal data. The main goal of CRM is to form a process of communication with the company’s client that maximally takes into account his needs or desires through personalized offers and recommendations.
Enterprise Resource Planning is a company resource planning program that allows you to control every process of an organization and combine separate divisions of the company into a single mechanism. The main purpose of ERP is to collect and process all data about the company into a single array. The system allows you to synchronize the activities of all divisions of the enterprise.
Let’s make a more detailed comparison of the capabilities of CRM systems and ERP. The main tasks of CRM include:
- Providing direct communication with customers – the CRM system allows you to organize the work of managers and combine all incoming applications from instant messengers, communication forms and social media. networks in a single interface. This speeds up lead processing and improves the quality of service.
- Monitoring the activity of employees – the system keeps track of the working hours of employees, allows you to distribute vacations, displays an absence schedule. With the help of CRM, it is convenient to monitor the work of each employee, as well as distribute tasks as the specialists are busy.
- Control of all stages of the sales funnel and receiving reports – all data on leads and deals are recorded by CRM. In addition, the system supports deep analytics through complex or summary reports, which allows you to identify bottlenecks in the sales funnel and adjust workflows.
- Organization of work of employees, setting up communication within the company – with the help of CRM it is easy to organize communication within the company. The system is an online office with a secure cloud drive, social network, groups and chat with the ability to customize access levels.
Enterprise resource planning software, in turn, allows you to solve the following tasks:
- Systematization of all company processes – ERP unites business processes in a single interface, which allows you to evaluate the effectiveness of each process in the complex and develop a plan for production optimization.
- Coordination and exchange of data between departments – a single interface also provides quick communication between employees of different departments or divisions of the enterprise.
- Global monitoring of internal processes – the program provides extensive opportunities for analytics by organizing and tracking each process of the enterprise.
- Thus, ERP ensures the optimization of the production capacity of the enterprise, efficient use of resources, operational management and coordination of work processes.
Having determined how CRM differs from ERP, we can say that the first product is responsible for sales; the second controls the production process and logistics of the enterprise. For most companies, CRM implementation is enough, ERP is suitable for medium and large businesses with complex business processes.