CRM & ERP Systems
The essentials: what each system does, who uses it, and how CRM and ERP work together to drive growth and efficiency.
CRM (Customer Relationship Management)
Purpose: Manage interactions with current and potential customers.
Key Functions
- Lead and contact management
- Sales pipeline tracking
- Customer support and service
- Marketing automation
- Reporting & analytics on customer interactions
Popular CRM Tools
Salesforce
HubSpot
Zoho CRM
Microsoft Dynamics 365 (CRM)
Pipedrive
Main Users
Sales teams
Marketing teams
Customer service reps
ERP (Enterprise Resource Planning)
Purpose: Integrate and manage core business processes.
Key Functions
- Inventory & supply chain management
- Finance & accounting
- Human resources
- Procurement
- Manufacturing & production planning
Popular ERP Systems
SAP
Oracle NetSuite
Microsoft Dynamics 365 (ERP)
Odoo
Sage
Main Users
Operations teams
Finance & HR departments
Supply chain & logistics
CRM vs ERP: Quick Comparison
| Feature | CRM | ERP |
|---|---|---|
| Focus | Customer management | Business process management |
| Primary Users | Sales, Marketing, Support | Finance, HR, Operations |
| Goal | Increase sales & retention | Improve efficiency & reduce costs |
| Customer-centric? | Yes | Not primarily (may include customer modules) |
| Data Focus | Leads, contacts, sales | Orders, inventory, payroll |
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