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What's the Difference Between an ERP and a CRM System and Which One Do I Need?

Enterprise Resource Planning (ERP) is the heartbeat of any business. It helps you manage your financials, sales, service and operations.

Having a 360 view of the business expedites your decision-making process.

  • Manage your financials (accounts payable, accounts receivable, general ledger)
  • Accelerate financial close and reporting
  • Improve forecast accuracy
  • Optimize inventory levels
  • Avoid lost sales and reduce shortages
  • Maximize profitability
  • Deliver at every touch point
  • Boost sales productivity
  • Deliver exceptional service
  • Integrate with e-commerce and other apps in the app store

Customer Relationship Management (CRM) is a business strategy that optimizes revenue and profitability while promoting customer satisfaction and loyalty

CRM technologies enable strategy, and identify and manage customer relationships, in person or virtually. CRM software provides functionality to companies in four segments: sales, marketing, customer service and digital commerce.

Building a relationship with a customer is more than just gathering data. Your platform should drive value based on actionable insights. The right CRM will:

  • Ignite innovation in your sales channels
  • Leverage our experience to accelerate your sales journey using predictive playbooks
  • Utilize playbook workflows to automatically remind reps when to follow up with leads and opportunities
  • Increase productivity with CRM intelligence to tell your sales reps their “Next Best Move.”

Your CRM should provide Mobile 360 Views of your customers

Sales - Turn relationships into revenue – More than sales force automation (SFA), Dynamics 365 helps you to understand your customer and their needs, engage more effectively, and close more deals.

Marketing - Turn prospects into business relationships - Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes, and make smarter decisions to maximize your marketing ROI.

Customer Service - Earn customers for life - Expectations are rising. Customers want quick, relevant answers on any channel, even on the go. Differentiate your brand with Microsoft Dynamics 365 for Customer Service. Built-in intelligence delivers faster, more personalized service and adds value to every interaction.

Integration - Leverage the platform – Azure, Power Apps, Power BI Cortana Intelligence, Flow, BPF, Logic Apps, Service Bus, Mobility

Insights