Benefits of CRM and ERP Applications

Page 1

Benefits of CRM and ERP Applications Tech Prastish Software Solutions Pvt. Ltd.

01


Centralization of Accounts and Contacts 02

Both CRM and ERP applications systems store detailed information on customers (including contact information, order history, and billing/shipping details). By integrating customer relationship management in ERP, you can see all the details for one account in one location, rather than having to look at the same account in the two different solutions. This will also save time on data entry. Instead of updating accounts/contacts in both systems, you will only have to do so in one centralized location.

Effective Presentation Tips


Stronger Visibility and Forecasting In a major B2B enterprise, sales reps need to be able to access data within the enterprise resource planning solution. Sales reps often need to check in on the status of an order, make changes and check in on the progress of orders and account at any time, and more. In terms of forecasting, the integrated ERP and CRM system will naturally provide better data since it’s real-time and always as accurate as possible.

03


Reduction of Data Duplication

04

If you’ve ever used an automated solution such as ERP or CRM before, you know that duplicate data can be a major headache for software users. While enterprise resource planning application is focused on billing-related and shipping data, customer relationship management software holds customer-centric information and sales metrics. With an integrated approach, duplicate data entry is a thing of the past, since customer relationship management in ERP works through the same rules and structure. Tech Prastish


05

0172 501 3237

Tech Prastish Software Solutions Pvt. Ltd.

info@tech-prastish.com


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.