From Quotation to Order

What is the difference between a CRM and an ERP system?

5
min

Optimise your businessprocesses and maximise your customer potential through the connection of CRM and ERP. The Ninox CRM unites both solutions and provides you a central system to manage your sales processes.

Table of contents

ERP vs. CRM – where are the differences?

Although both CRM and ERP software are systems that optimise business processes and facilitate data management, companies should understand the exact differences between the two tools:

Enterprise Resource Planning (ERP) systems are designed to integrate and automate various business processes within an organization. It is a comprehensive database that includes various functions such as financial accounting, human resources, inventory management, purchasing, manufacturing and supply chain. An ERP system enables companies to connect and synchronize data and processes across different departments. It provides a comprehensive view of resource availability and utilization, as well as the company's activities, helping to increase efficiency and improve decision-making.  

A CRM (Customer Relationship Management), on the other hand, focuses on managing customer relationships and increase customer retention. CRM solutions help companies track customer interactions, collect and analyze customer data, and manage sales and marketing activities. The main goal of a CRM is to increase customer satisfaction in order to ultimately increase sales.

Operational processes and customer relationships

The Advantage of CRM-Systems

Hardly any company can avoid using a CRM system. It not only helps to manage customer data, but also facilitates the development of strong customer relationships. In concrete terms, a CRM offers the following advantages:  

  • Improved customer relationship management: CRM systems enable centralized storage and efficient management of customer information to create personalized customer experiences.
  • Effective sales management: CRM systems help sales teams track opportunities, sales activities, and revenue forecasts.
  • Optimized marketing: CRM systems provide capabilities to manage marketing campaigns, segment customers, and analyze marketing data.
  • Better customer service and support: CRM systems enable efficient customer service by centrally capturing customer data and interactions.
  • Data analysis and reporting: CRM systems collect and analyze rich customer data to make informed decisions and identify business opportunities.
  • Team collaboration and efficiency: CRM systems promote collaboration and information flow between departments, teams, and employees.

The advantage of ERP Systems

Through the integration and automatisation of business processes with ERP systems, companies can improve their operational performance and become more competitive. In addition, the tool provides the following advantages for better resource planning:  

  • Efficient business processes: An ERP system automates various business processes. This reduces manual tasks, minimizes errors, and increases operational efficiency.
  • Real-time data and transparency: An ERP system provides centralized access to real-time data. Employees can quickly access relevant information to make informed decisions. Transparency with regards to company data also helps improve planning, control and monitoring.
  • Improved inventory management: By integrating warehouse management and purchasing, the ERP system helps optimize inventory management. Companies can effectively manage inventories, automate reordering and avoid shortages.
  • Effective resource planning: An ERP system enables the planning and allocation of resources such as personnel, machines and materials. This helps companies make the best use of their resources and avoid bottlenecks.
  • Integrated reporting: ERP systems offer powerful reporting capabilities that allow companies to create comprehensive analyses and reports.  
  • Scalability and flexibility: ERP systems are scalable and can be adapted to the growth of the company.

Who needs a CRM and ERP system?

This question is easy to answer, because at the end of the day no company can avoid digitizing their business processes. Regardless if it’s a start up, medium sized company or a corporate company: CRM and ERP systems can be used to better manage customer relationships, make sales processes more efficient and therefore profitably drive corporate growth.  

However, it is important to remember that the systems can be flexibaly customised to the company’s processes. With a low-code-solution such as Ninox, you can tailor each individual component of the database to your personal ideas and processes.

Why not together? Advantages of the integration of ERP and CRM

Although ERP and CRM have different focuses, they are often used as a software merged together to provide a more encompassing business solution. The integration of ERP and CRM enables seamless data transfer between the systems, creating a comprehensive view of customer relationships and business processes. By merging the two, more effective operational processes are achieved, helping to increase customer value.

The biggest benefits of integrating ERP and CRM are:  

  • 360-degree view of enterprise data: By combining CRM and ERP, companies have a comprehensive view of their data. Customer information from CRM is combined with financial data, inventory management, purchasing and production data from ERP. This provides a encompassing view of the business performance and supports informed decision-making.
  • More accurate quoting: Quotations and orders can be created more precisely and accurately as relevant customer data and product information are linked. This leads to improved customer communication and, on top of that, increases customer satisfaction.
  • Maximise optimization potential: Data from both systems can be analyzed to identify weaknesses and opportunities for improvement in business processes.  
  • Faster communication: Data is synchronized between the two systems in real time, creating an up-to-date and accurate information base. This also gives employees the advantage of being able to respond more quickly to specific customer inquiries.
  • Creating synergies within the company: Cross-departmental information and data is shared, resulting in improved collaboration and information sharing.  

To ideally unite CRM and ERP, it is recommended to use a platform that integrates both functions while being flexible enough to meet individual business processes. Instead of relying on different tools and silo mentality, a unified platform like Ninox CRM offers the possibility to manage all relevant data and functions in one central place.

Why not together? Advantages of the integration of ERP and CRM

Although ERP and CRM have different focuses, they are often used as a software merged together to provide a more encompassing business solution. The integration of ERP and CRM enables seamless data transfer between the systems, creating a comprehensive view of customer relationships and business processes. By merging the two, more effective operational processes are achieved, helping to increase customer value.

The biggest benefits of integrating ERP and CRM are:  

  • 360-degree view of enterprise data: By combining CRM and ERP, companies have a comprehensive view of their data. Customer information from CRM is combined with financial data, inventory management, purchasing and production data from ERP. This provides a encompassing view of the business performance and supports informed decision-making.
  • More accurate quoting: Quotations and orders can be created more precisely and accurately as relevant customer data and product information are linked. This leads to improved customer communication and, on top of that, increases customer satisfaction.
  • Maximise optimization potential: Data from both systems can be analyzed to identify weaknesses and opportunities for improvement in business processes.  
  • Faster communication: Data is synchronized between the two systems in real time, creating an up-to-date and accurate information base. This also gives employees the advantage of being able to respond more quickly to specific customer inquiries.
  • Creating synergies within the company: Cross-departmental information and data is shared, resulting in improved collaboration and information sharing.  

To ideally unite CRM and ERP, it is recommended to use a platform that integrates both functions while being flexible enough to meet individual business processes. Instead of relying on different tools and silo mentality, a unified platform like Ninox CRM offers the possibility to manage all relevant data and functions in one central place.

Why not together? Advantages of the integration of ERP and CRM

Although ERP and CRM have different focuses, they are often used as a software merged together to provide a more encompassing business solution. The integration of ERP and CRM enables seamless data transfer between the systems, creating a comprehensive view of customer relationships and business processes. By merging the two, more effective operational processes are achieved, helping to increase customer value.

The biggest benefits of integrating ERP and CRM are:  

  • 360-degree view of enterprise data: By combining CRM and ERP, companies have a comprehensive view of their data. Customer information from CRM is combined with financial data, inventory management, purchasing and production data from ERP. This provides a encompassing view of the business performance and supports informed decision-making.
  • More accurate quoting: Quotations and orders can be created more precisely and accurately as relevant customer data and product information are linked. This leads to improved customer communication and, on top of that, increases customer satisfaction.
  • Maximise optimization potential: Data from both systems can be analyzed to identify weaknesses and opportunities for improvement in business processes.  
  • Faster communication: Data is synchronized between the two systems in real time, creating an up-to-date and accurate information base. This also gives employees the advantage of being able to respond more quickly to specific customer inquiries.
  • Creating synergies within the company: Cross-departmental information and data is shared, resulting in improved collaboration and information sharing.  

To ideally unite CRM and ERP, it is recommended to use a platform that integrates both functions while being flexible enough to meet individual business processes. Instead of relying on different tools and silo mentality, a unified platform like Ninox CRM offers the possibility to manage all relevant data and functions in one central place.

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What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

Table of contents

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

What's a rich text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, Paragraphs, Blockquotes, Figures, Images, and Figure Captions can all be styled after a class is added to the rich text element using the “When Inside of” nested selector system.

Ninox O2C solution
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