CRM & ERP

Customer Relationship Management (CRM)

CRM stands for Customer Relationship Management. Today, when you hear about CRM, it mostly refers to CRM software – a tool which acts as a single repository to bring your sales, marketing, customer support activities together, and streamlines your process, policy, and people in one platform. With more businesses opting for a hybrid work model, it is important to have a “remote CRM” that keeps your remote sales team productive and gives them the necessary tools to collaborate with their peers and engage their customers with ease.

Enterprise Resource Planning (ERP)

Enterprise resource planning (ERP) refers to a type of software that organizations use to manage day-to-day business activities such as accounting, procurement, project management, risk management and compliance, and supply chain operations. A complete ERP suite also includes enterprise performance management, software that helps plan, budget, predict, and report on an organization’s financial results.

ERP systems tie together a multitude of business processes and enable the flow of data between them. By collecting an organization’s shared transactional data from multiple sources, ERP systems eliminate data duplication and provide data integrity with a single source of truth.

Today, ERP systems are critical for managing thousands of businesses of all sizes and in all industries. To these companies, ERP is as indispensable as the electricity that keeps the lights on.

WHAT WE OFFER:

Break free from Legacy ERP Systems

Legacy ERP apps focus on accounting and financial processes rather than customers and they lack a 360° view of customers. There are also lots of limitations in legacy ERP systems and customers are left behind today’s needs. Continue working with legacy ERP vendors for accounting and financial processes, but need a change for customer-focused apps.  

Get rid of Legacy CRM Systems

CRM systems are a perfect fit for ERP systems to manage customer relationship, but they are also not perfect for today’s needs. Customers need more than lead and opportunity management. In order to have 360° view of customers, there is a need for project management, marketing management, helpdesk management, e-commerce, etc. Current CRM systems do not satisfy these. 

Don’t waste time with Inefficient Single Purpose Apps

Due to the limited features in current ERP and CRM systems, customers need to use separate point applications. On average, companies are using tens of different apps. This in turn causes Data Silos, Fragmented Customer Data, and Integration effort. With CloudOffix, there is no need for tedious integration work for separate applications.

Collaboration loves Context

Companies are using different apps for business processes and collaboration. Thus, the missing part in collaboration apps is the business context. Successful collaboration only happens when collaboration meets with Context.
Preparing a quote in a CRM system and collaborating on that within Slack is not very efficient.

Meet the Demand for Customization

Thanks to the development features existing in CloudOffix, you can even develop a new ALL IN ONE APP or independent apps with the help of CloudOffix low code development feature. As a result, you can constantly deliver impactful solutions with endless possibilities to meet the rising demand for digitization.
Many CRM software companies fail because the lack of the ability to  customize. CloudOffix offers high customizability features not only for sales but for all apps around customers. You can customize the SOCIAL MEDIA, PROJECT, MARKETING, HELPDESK, SALES, ECOMMERCE, HR and INVOICING solutions according to your own business processes. 
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