The use of ERP and CRM software can bring significant benefits to your company. These software solutions streamline the management of various aspects of your business, such as customer interactions, procurement, finance, and risk assessment. To enhance convenience and maximize the value of your data, it is highly recommended to have software that integrates the functionalities of both ERP and CRM. If you’re looking for a tool to simplify your business management, consider the 5 solutions we’re about to discuss.
Microsoft introduced Dynamics 365 in 2016 as an innovative solution that integrates the features of ERP and CRM software. This cloud-based platform is highly flexible and can be scaled according to the specific requirements of your business. It includes four applications that can be selectively utilized based on your needs. The “Sales and Marketing” and “Service” applications serve as CRM software.
The “Sales and Marketing” application offers various benefits, including:
- Better understanding of customers
- Improved marketing and sales strategies
- Automation of sales tasks and processes
- Increased productivity of sales and marketing teams
On the other hand, the “Service” application within Dynamics 365 assists in delivering personalized and satisfactory customer service. This CRM software simplifies the management of customer issues and strengthens customer relationships.
Turning to the ERP component of Dynamics 365, it is supported by the “Finances” and “Supply Chain” applications. The “Finances” application empowers you to gain comprehensive insights into your business from a financial perspective, leveraging the collected and processed data. This software facilitates prompt adaptation to avoid disruptions and enhances your team’s performance by connecting data and automating tasks.
Similarly, the “Supply Chain” application enables you to anticipate and overcome disruptions within the supply chain. The ERP software aids in minimizing downtime and automating AI-powered order processing. It provides a holistic view of your supply chain operations.
Salesforce is widely recognized as the leading CRM software in the market. It is a popular cloud-based solution implemented for effective customer and sales management. The platform offers a diverse range of applications that can be seamlessly integrated with the CRM software, providing enhanced functionality. These applications include modules such as “Sales,” “Service,” “Marketing,” “Commerce,” and more. They enable users to gain a comprehensive view of customer and company data, leading to improved customer relations, service quality, and sales performance.
While Salesforce does not include ERP software as a core component, its inclusion in this list is due to its ability to integrate with ERP systems. By integrating Salesforce with your ERP, you can improve performance, centralize and unify data, and streamline processes. This integration empowers you to make informed decisions that contribute to the growth and success of your business.
Oracle offers cloud applications that can serve as both ERP and CRM software solutions. The “Oracle Enterprise Resource Planning” application provides comprehensive features that encompass various aspects expected from a resource planning system, including:
- Financial management
- Project management
- Risk management and compliance
- Supply chain management
These functionalities enable companies to predict and address issues, automate manual tasks, and accelerate the development of new business models.
Additionally, for CRM needs, Oracle offers the “Oracle Advertising and Customer Experience” application, which delivers an extensive set of features to enhance marketing efforts, drive sales, and provide exceptional customer experiences across all touchpoints. This includes capabilities for marketing, advertising, sales, and service.
SAP, offers a suite of cloud applications that encompass both ERP and CRM software. Their comprehensive resource planner enables efficient management of various aspects such as finances, sales, purchases, and supply chains. It also streamlines operational tasks through automation, including project management. This robust tool empowers businesses to maintain control over their entire operations and enables swift action when necessary.
In terms of CRM, SAP offers a range of solutions for e-commerce management, customer data, sales, service, and marketing. This powerful application equips businesses with the necessary tools to boost sales and automate tasks related to marketing and sales, thus enhancing overall business performance.
Infor provides the advantage of accessing both CRM and ERP tools through a single Cloud platform. The first offering is the CloudSuite CRM application, which focuses on enhancing customer interactions and improving the performance of your sales teams. It provides a comprehensive overview of your customer base and facilitates management of sales, marketing, and service activities.
In terms of resource planning, Infor offers an ERP solution that includes modules such as:
- Infor Cloudsuite Financials
- Infor LN
- Inform M3
- Infor CloudSuite Industrial
- Infor Distribution SX.e
No matter your resource scheduling requirements, this application has the necessary tools to fulfill your needs.
Look out for different cloud software free trials and customer stories to help make an informed decision.