The ERP system is a powerful tool for managing operational processes - it helps to manage master data, inventories, finances and supply chains. Some customer data can also be stored here, but as the volume of business grows, the ERP no longer meets the complex requirements of customer management. What happens then?
Potential orders are lost, follow-up actions are overlooked and customer management becomes confusing. Even if an ERP system optimizes internal processes, it was not developed to build and maintain customer relationships. This is exactly where CRM (Customer Relationship Management) comes in: because it provides companies with targeted support in building long-term and efficient customer relationships.
Are the functions of your ERP system sufficient for customer management or could a CRM be the necessary addition? Let's examine this question together.
When does ERP reach its limits?
When does ERP reach its limits? ERP and CRM systems help companies to optimize business processes, but have different focuses. An ERP manages resources such as finances, master data, inventories and supply chains - making it a reliable companion for management and personnel in order processing, materials management and procurement.
Whereas the focus of a CRM system is on the customer. A CRM records all relevant customer data and ensures that it can be used sensibly. A CRM is particularly indispensable for sales, marketing and customer service. It provides an overview of all interactions with customers and helps to make the most of sales opportunities.
When does a CRM make sense?
If your company is struggling with any of the following challenges, it's a clear indication that you need more than just an ERP:
1. You lose leads or overlook follow-ups.
Without a CRM, administration is often done manually - with notes, Excel spreadsheets or calendar entries. Errors are inevitable and important sales opportunities are lost. A CRM automates follow-ups, centralizes customer data and reminds the sales team of the next steps. Every contact - from the initial meeting to the closing - remains in view.
2. Customer data is scattered everywhere.
Your employees spend valuable hours searching for information, making duplicate data entries or often working with outdated information. Even worse, important insights are lost when data is stored in isolated spreadsheets or documents. A CRM remedies this by storing all interactions, requirements and purchase histories in one central location. This provides an accurate view of each customer and allows your team to act faster and more efficiently.
3. Customer relationships become unmanageable due to growing numbers.
As the company grows, so do the demands on customer management. Processes that used to work - such as manual tracking or personal follow-ups - are becoming increasingly impractical. Your team comes under pressure to meet the increasing demands, resulting in valuable relationships being neglected and growth stagnating. From tracking key customers to identifying growth opportunities, a CRM keeps your team organized and proactive.
ERP + CRM = The dream team for your business
ERP and CRM are like two sides of the same coin - while the ERP system ensures smooth processes in finance, production and logistics, a CRM provides the decisive advantage in customer management. The integration of both systems creates a seamless flow of information: sales opportunities are generated directly from the ERP data, customer information is automatically synchronized and orders are transferred effortlessly between sales and logistics.
In short: With ERP and CRM in harmony, your business becomes smarter, faster and more successful!
The advantages of our mx.CRM
Our CRM solution can be seamlessly integrated into mx.ERP and offers numerous benefits that go far beyond the functions of a standalone CRM. Here are the most important features that will help you to manage your customer relationships more efficiently:
✅ Access your customer data from anywhere – Gain access to current sales, offers or open tickets before every customer appointment and go into the meeting optimally prepared.
✅ Echtzeit-Austausch mit dem ERP – If change requests or new orders arise during a customer meeting, you can quickly enter them in mx.CRM. The data is exchanged with the ERP in real time. This means that the office staff can get started while you are still with the customer and, for example, create and send a desired quotation straight away.
✅ Individual Dashboards – Our mx.CRM offers you the option of creating your own dashboard. Depending on your role in the company, you can display the data that is relevant to you. This gives you an overview of all important information at a glance.
✅ Appointment management – Plan your customer visits directly in mx.CRM. Thanks to the connection to MS Outlook, you always have an overview of your appointments. You can also quickly enter your new contacts during the event or automatically load them into the system using a QR code.
✅ Speaking notes, not writing them – Instead of writing down your notes, you can record voice memos with our mx.CRM. The CRM automatically converts these into text - so you can speak all the information into your mobile device immediately after a customer visit, for example.
Does that sound interesting?
Download our CRM folder and discover all the functions of our fully integrated CRM ERP solution. Or arrange a free consultation directly. Together we will explore how our software can best meet your individual requirements.
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