Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are two software systems that businesses use to streamline processes and boost profits. Although they serve different functions, integrating them provides a complete business management solution. While it's ideal to stagger ERP and CRM projects, many businesses face the challenge of needing updates for both systems simultaneously. Unfortunately, some make the mistake of waiting until ERP implementation is complete before planning for CRM. In this article, we'll explore 7 benefits of planning ERP and CRM projects in parallel.
When businesses implement modern ERP and CRM systems, they often discover new opportunities for operational efficiency, improved customer experience, and more. That's good news. The bad news is that these and other delays can cause these projects to take months or years longer than anticipated. Delays in ERP can result in the front-end of your business - those that are generating marketing leads, building pipeline, closing deals, and keeping customers happy - without a modern solution for years. A parallel plan can bridge the time-to-benefit gap, enabling businesses to modernize their people, processes, and technology rapidly.
In the quest for business transformation, leaders must consider whether to prioritize the back-end (accounting, finance, invoicing, supply chain, operations) or the front-end (customers, prospects, sales, marketing, service). Those that start with the back-end consistently make decision about automating front-end processes using their back-end technology - which consistently results in inefficiencies, steep learning curves, and poor customer experiences. In today's fast-changing business landscape, businesses that prioritize the customer experience and align better to meet their demands are the ones that thrive, adding customers, improving margins, and growing despite disruptive technologies.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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