ERP covering 100% of customer relations
What tools do you use to manage your customer relations? Does it interface with your broader business management software? Is it adapted to the way you work? Three fundamental questions to ask yourself when choosing software solutions for your business. All our advice on the use and challenges of ERP is available in the dedicated section.
Integrating CRM with your ERP
ERP and CRM
An ERP - Enterprise Resource Planning - solution is always at the heart of a company's processes. It's the tool on which your teams enter accounting entries, draw up quotations, write up invoices... Whereas CRM - Customer Relationship Management - is used more specifically by sales staff.
Adopt the same tool
The advantage of linking your CRM to your ERP is to unify your teams' work tools. So that your sales teams don't work on their own, and your support departments - accounting, HR (Human Resources), etc. - on theirs. - from theirs. By compartmentalizing in this way, you run the risk of slowing down the flow of information internally.
Encourage collaboration
As the various tasks are carried out on the same tool, information becomes unique and collective. Let's say one of your sales representatives learns that the contact person at a customer's premises has changed: Mr. X has replaced Mr. Y. If he makes a note of this in his CRM tool and forgets to notify the accounts department, the next invoice may be addressed to the wrong name. Unless his CRM is integrated with the ERP, any changes he makes will be instantly available to other departments. In this way, information is continuously shared and updated.
Operational and strategic benefits
Integrating all stages of the sales process
When ERP software includes CRM, it covers the sales chain from A to Z: from pre-sales actions (prospecting, lead generation, canvassing) to invoicing. On a solution like Fitnet Manager, certain tasks are automated. You can transform a quote into an invoice with a single click. And thanks to the integrated customer file, the solution will automatically dispatch invoices, or carry out customer reminders.
Monitor your company's performance
The tool solution has an obvious operational utility, but not the only one. It also supports the strategic aspect of business management. Fitnet Manager generates reports that enable you to assess your company's financial and commercial situation. In real time, you get an overview of :
- in value: of your cash flow, or your sales, for example,
- in volume : the number of deals in progress in your pipe, or the number of sales closed.
Organizational benefits
Supporting project management
From an organizational point of view, combining ERP and CRM is invaluable, all the more so in project mode. With Fitnet Manager, the project management module is integrated with the rest of the solution. So you can monitor current and future projects from the dashboard.
Streamlined work organization
A direct link is also made with employee schedules. So that each project manager has a clear view of workloads and availability. These same data are transmitted via the interface to the HR department, and vice versa. In this way, absences and vacations are known directly to the parties involved, so that project teams can organize themselves more effectively.
Simple and professional
Adopting the right tool
Small structures, whether self-employed, TPE (Toutes Petites Entreprises) or PME (Petites et Moyennes Entreprises), often make do with ill-adapted or poorly adapted tools. ERP is generally adopted, but CRM is often overlooked. They either make do with Excel, despite its static, non-collaborative features, or opt for a cheap CRM.
The profile of service providers
Fitnet Manager is a business solution specifically designed for organizations such as communications and advertising agencies, design offices and consulting firms. By combining a project management approach with ERP and CRM functionalities, the publisher positions its software at the heart of the issues faced by these players.
The need for cost optimization
When dealing with small businesses, you need to adapt your offering accordingly. It would be inconceivable for a company with fifteen or so employees to pay a lot of money for software, however useful it may be. Fitnet Manager meets this expectation, by making its acquisition cost accessible: prices, adjusted to the number of users, make the offer attractive.
Small and medium-sized businesses, particularly in the service sector, have incompressible needs in terms of ERP, project management and CRM. A solution like Fitnet Manager combines these three aspects to harmonize your internal processes, while enhancing the professionalism of your organization.
Article translated from French