ERP stands for Enterprise Resource Planning. It helps with consolidation of all resources in a virtual manner for modelling and strategizing without physical implementations which means you can plan all you want without actually making any changes unless you’re absolutely certain about what steps you want to take.
Almost all ERP software packages offer a combination of sales, marketing, finance, HR and data related modules. These come together for virtual modelling and prediction purposes.
CRM stands for Customer Relations Management. This is a software package which allows you to digitize and automate many facets related to the customer/client side of the business.
Contact management, sales & sales force team collaboration, customer opportunity management, lead management are some features common to almost all CRM packages. Forecasting and analytics are features common to high end solutions.
The answer is simple. Microsoft’s Dynamic 365, in its complete feature-set is a compendium of ERP & CRM features.
An organized way of doing things is always the right way. That said, no matter how many clients you have, keeping track of each interaction and transaction leaves you with little options but digitization. That is where a CRM comes in.
Create rules, and automate processes such as emailing clients that fulfill a certain criteria, or filter results based on metrics compiled from different soft and physical resources. Furthermore, allow teams to share and collaborate every single strand of data with the central and synchronous structuring of your data.
Yes. Moreover, integrate features and services for even faster processing across a range of third-party affiliations without ever having to dive into code or anything technical.
It is available on the public cloud. Due to it banking on multiple channels for information, it requires the kind of infrastructure which would prove to be impractical otherwise.
Support is available 24/7/365 apart from the numerous self-help resources available in knowledge bases provided by Microsoft as well as Elation LLC. Create your own articles specific to your internal workings as and when required.
The process starts with our experts understanding your requirements and outlining the new system for your needs. The next step is management and administration training. Following that, the database and other back-end modules need to be setup. The concluding step is importing your data leading to the final test before finalizing the shift.
Two reasons. First, Microsoft is the world’s largest software house with research well into almost every industry. Secondly, because of this research, the humungous amount of data is compiled and fed into the research models constantly improving the back-end. This means you cannot go wrong with your choice of Microsoft Dynamic 365 suite.
The enterprise edition is meant for larger, more complex structures within an organization. This helps when a company has field service providers and teams or may need supply chain management. With smaller businesses, financial options are enough to get them going and that limited feature set is available in the business edition.
Licensing is based on your needs, with Microsoft providing modular assortments. Purchasing is handled through partners.
Most of Microsoft’s solutions are deployed online with some other solutions available on site. Either ways Microsoft has predefined templates to automate the transition and assist you no matter what plan you choose. So yes, not only can you move, you won’t be alone in that process.