5 Keys to Successful CRM and ERP Implementations

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5 Keys to successful CRM and ERP implementations

Given today’s highly competitive landscape, it is critical for an organization to efficiently manage its resources and customers. CRM and ERP are two systems which an organization can resort to in order to administer its internal and external functions. However, to ensure the successful ERP and CRM implementations, it is vital for a business to take the following points into consideration.

Assess the Needs of the Business

Firstly, it is important to identify the needs of the business which, in turn, will help to understand the capacity in which CRM and ERP can fulfill the objectives of the business. Once the requirements of a business have been highlighted, the business will be better prepared to select the most appropriate software.

Get Everyone on Board

Implementing CRM or ERP is a major change for any organization. Thus, it is essential to get everyone in the organization on board in order to ensure a smooth transition. The involvement of the top management is likely to improve the credibility of the systems, making it easier for the rest of the employees to comply.

Prepare a Budget

This will help to set more realistic expectations regarding how the systems can be implemented using the resources that are available for the business. By preparing a budget, the business can cut back on unnecessary costs and invest resources where actually needed to enhance the successful implementation of CRM or ERP.

Provide Training

Once CRM or ERP systems have been configured, proper technical training has to be given to the employees so they are equipped to not only use the systems but to also deal with any challenges that may arise.

Continuous Support

Even after the CRM or ERP systems have been installed, they require ongoing support to ensure that they function to benefit the business. Continuous support may involve general maintenance or upgrading the system at regular intervals.

It’s a Wrap!

ERP and Manufacturing Industry CRM are tools which are popular among the business class of customers due to the efficiency gains and business insights that they provide. However, implementation of such tools should not go unplanned. Read the key points highlighted above so you can make the CRM and ERP adoption process as seamless as possible.

Want to learn more how SugarCRM can help your Sales? Check out 5 SugarCRM integrations for the ‘R’ in CRM.

Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 700 firms with various SugarCRM Customization, Migrations and Integrations. Contact us today for your FREE Consultation Session. We will be happy to assist you!