Enterprise Resource Planning (ERP) is a comprehensive system designed to streamline the integration and management of business processes. It facilitates the virtual consolidation of resources, enabling organizations to model and strategize effectively. This approach allows for meticulous planning without the need for immediate physical changes, ensuring that decisions are made with certainty and precision.
Enterprise Resource Planning (ERP) software is a multifaceted suite that typically encompasses modules for sales, marketing, finance, human resources, and data management. These integrated components work synergistically to facilitate virtual modeling and predictive analytics, empowering organizations to make data-driven decisions with greater accuracy and foresight.
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 Force Team Collaboration, Customer Opportunity Management, and Lead Management are some common features that allow you to track customer interactions and help identify and prioritize potential sales opportunities. Forecasting and analytics are features common to high end solutions.
The answer is simple: Microsoft Dynamics 365, with its comprehensive feature set is a compendium of both ERP and CRM functionalities.
An organized way of doing things is always the right way. However, regardless of the number of clients you have, tracking each interaction and transaction leaves you with few options other than digitization. That’s where a CRM comes in.
Create rules and automate processes, such as emailing clients who meet specific criteria or filtering results based on metrics compiled from various software and physical resources. Furthermore, enable teams to share and collaborate on every piece of data through centralized and synchronized data structuring.
Yes, you can! Moreover, you can 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.
Yes, it is available on the cloud. Due to its reliance on multiple channels for information, it requires the kind of infrastructure that would prove impractical otherwise.
Support is available 24/7/365, in addition to the numerous self-help resources provided in knowledge bases by Microsoft and Elation LLC. You can also create your own articles specific to your internal processes as needed.
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 set up. 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, a humongous 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 the Microsoft Dynamics 365 suite.
The enterprise edition is designed for larger, more complex structures within an organization. It is particularly useful when a company has field service providers and teams or requires supply chain management. For smaller businesses, the financial options are sufficient to get them started, 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 way, Microsoft has predefined templates to automate the transition and assist you, no matter which plan you choose. So yes, not only can you move, but you won’t be alone in that process.