A CRM or ‘Customer Relationship Management’ system is a tool that helps you to manage your company’s relationships and interactions with customers and potential customers. CRM systems are typically used by Sales and Marketing departments but often include functions such as project management, order processing and finance.
An ERP or ‘Enterprise Resource Planning’ system is used to manage the day-to-day activities of a business, such as project management, finance and operations and often incorporates a CRM system.
There are a lot of similarities between ERP and CRM systems, but each serves different needs within a business. ERP software is designed to streamline operations and processes across multiple departments in a business. CRM systems typically focus on the sales side of the business – managing the company’s interactions with current and potential customers, as well as organising, automating and synchronising sales and marketing activities within a business. There is often a cross-over in terms of which features are in which, but typically ERP is seen as the larger, more comprehensive system incorporating most business processes into one place.
A lot of companies spread their customer data across paperwork, post-it notes, emails and numerous spreadsheets and Access databases. A CRM system can dramatically improve the service you provide to your customers by bringing together all this information into one, streamlined system that gives you a single, detailed view of the customer.
A CRM will give everyone in your company access to exactly the same information about your customers, which means less duplication, more efficiency and fewer mistakes. It also means that valuable customer data won’t be lost as your staff will have a dedicated system on which to enter it.
A CRM can bring together your marketing, sales and service departments. It can help build better working practices, provide the customer with a joined-up service and identify opportunities to better connect sales and marketing to provide increased sales and improved customer engagement:
Creating personalised, meaningful experiences for customers off the back of insights and data collection. Better attribution and the ability to determine ROI from marketing activities
Easy identification of sales numbers and cross-sell/up-sell opportunities, real-time insight into your sales pipeline, key information about customer accounts before visits, e.g. any outstanding ‘live’ orders or any service issues to be aware of.
People don’t like unwieldy complexity at the best of times, even less so on a small screen. We’ll help make sure your app makes a current process simpler, otherwise people won’t use it.
This is closely related with simplicity; if the app doesn’t have a great user experience and make it easier for the customer to do something, then no-one’s going to use it more than once.
In an age of real-time, if your new app doesn’t load and react within milliseconds, people will move on to the next one.
When your app “goes viral” you need to be sure it has been built for scale. For example, Ventureside’ project “Hospify” was built for millions of users, and with widespread adoption across the NHS, Ventureside has ensured the product lived up to its promise.
We can also easily build a feed from or closely integrate your CRM or ERP into your web applications or mobile apps, so that your sales people can use any downtime to easily get customer updates ‘on the go’.
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