CRM and ERP: differences between the systems
Posted: Sun Dec 22, 2024 4:42 am
CRM and ERP are management systems that improve the productivity of a company's processes. However, each system has different objectives and therefore different functionalities.
The two work separately and meet different needs, but the integration of the two systems allows for much more complete management. I will talk about the particularities of each one and how they work together in this article.
Before we start discussing the topic, it is important to remember france email id database CRM and ERP exist for companies in all segments. There are systems that work in general and some that are specific to each sector or niche.
Having specific systems for specific segments is advantageous because each one has unique processes. In the case of the construction sector, real estate CRMs and ERPs have solutions that take into account the construction processes of a project, documents required for construction and sale, among other specific functionalities.
First of all, I need to define what CRM and ERP are. Continue reading to understand better.
Summary
What is a CRM?
What is an ERP?
Difference between CRM and ERP in the real estate market
Process Management in CRM
Managing a large number of units
Duplicate bookings
Bureaucracy in signing a contract
Confusing workflows
Process Management in ERP
Work planning
Inventory monitoring
Cash Flow Management
CRM AND ERP in one place
FAQ – Frequently asked questions about CRM and ERP
Do you already know CV CRM?
What is a CRM?
CRM and ERP: illustration of a person next to a giant sales funnel
More focused on sales processes, Real Estate CRM (or Customer Relationship Management) records all types of interaction between the client and the developer in order to create a database, which is useful for improving relationships with these people.
In general, a CRM is useful for improving the commercial approach, making the relationship with the customer as productive as possible for both the company and the customer.
Some of the main features of a real estate CRM are:
Lead management
Sales Funnel
Custom Workflow
Integration with automation tools
Lead History
Service management
What is an ERP?
ERP stands for Enterprise Resource Planning, which means that the system helps in planning business resources. In practice, ERP is related to the internal management of the company and focuses on economic activities.
One of the objectives of ERP is to unify all sectors of the company and increase the productivity of internal processes.
Difference between CRM and ERP in the real estate market
It is common for some people to still confuse the functions of a CRM and an ERP. Here at CV we usually say that CRM manages “outside the door” and ERP “inside the door”.
In practice, this means that CRM takes care of customer management (who are outside the company) and ERP takes care of process management (within the company). However, confusion between the two systems occurs because, despite taking care of customer management, a CRM also takes care of the processes that involve this commercial management.
The two work separately and meet different needs, but the integration of the two systems allows for much more complete management. I will talk about the particularities of each one and how they work together in this article.
Before we start discussing the topic, it is important to remember france email id database CRM and ERP exist for companies in all segments. There are systems that work in general and some that are specific to each sector or niche.
Having specific systems for specific segments is advantageous because each one has unique processes. In the case of the construction sector, real estate CRMs and ERPs have solutions that take into account the construction processes of a project, documents required for construction and sale, among other specific functionalities.
First of all, I need to define what CRM and ERP are. Continue reading to understand better.
Summary
What is a CRM?
What is an ERP?
Difference between CRM and ERP in the real estate market
Process Management in CRM
Managing a large number of units
Duplicate bookings
Bureaucracy in signing a contract
Confusing workflows
Process Management in ERP
Work planning
Inventory monitoring
Cash Flow Management
CRM AND ERP in one place
FAQ – Frequently asked questions about CRM and ERP
Do you already know CV CRM?
What is a CRM?
CRM and ERP: illustration of a person next to a giant sales funnel
More focused on sales processes, Real Estate CRM (or Customer Relationship Management) records all types of interaction between the client and the developer in order to create a database, which is useful for improving relationships with these people.
In general, a CRM is useful for improving the commercial approach, making the relationship with the customer as productive as possible for both the company and the customer.
Some of the main features of a real estate CRM are:
Lead management
Sales Funnel
Custom Workflow
Integration with automation tools
Lead History
Service management
What is an ERP?
ERP stands for Enterprise Resource Planning, which means that the system helps in planning business resources. In practice, ERP is related to the internal management of the company and focuses on economic activities.
One of the objectives of ERP is to unify all sectors of the company and increase the productivity of internal processes.
Difference between CRM and ERP in the real estate market
It is common for some people to still confuse the functions of a CRM and an ERP. Here at CV we usually say that CRM manages “outside the door” and ERP “inside the door”.
In practice, this means that CRM takes care of customer management (who are outside the company) and ERP takes care of process management (within the company). However, confusion between the two systems occurs because, despite taking care of customer management, a CRM also takes care of the processes that involve this commercial management.