CRM & ERP Application to improve Business Performance

  • March 24, 2019
  • 9:00 AM to 12:00 PM
  • Office of Planning and Investment Department  2nd Floor 289 Điện Biên Phủ, District 3, HCMC
  • 028 3622 2777

Event description

Difficulties in recruiting people: sales personnel becomes increasingly scarce due to the decreasing orientation of sales jobs, the proportion of sales shifts to other industries more and more

Personnel sales are not stable: Sales is the department with the highest rate of job vacancy compared to all other departments, thus making operating costs, opportunity costs and training costs greatly increased.

With such challenges, the problem is how to improve the level of sales staff, increase productivity as well as increase the ability to convert orders and achieve the sales targets. One of the solutions to accomplish it is to apply CRM & ERP. So what is CRM & ERP?

CRM & ERP is a technology solution that connects departments, from Marketing, Sales, Customer Service to managing and measurement activities. Each user will access and manage through the data system to fully exploit information as well as help to reach customers more effectively. And here are the benefits of CRM & ERP:

1. Time saving.
CRM & ERP automates everyday tasks that often take a lot of time and help managers and sales staff have more time to focus on the main tasks namely selling products or services . CRM & ERP allows you to free up time to find new potential customers, no longer have to search for information about customers scattered on your computer. Reliable data information and detailed reports at any time in CRM & ERP allow you to not only forecast sales, build and deploy plans, but also monitor the performance of each employee at each specific time.

2. Professional approach to customers.
Who do you think is better for customers: a salesman who stores all information in a system that allows quick details and appointments, special offers and discounts, or a salesman who keeps information in different files and can’t answer the question immediately or forget the time of the next meeting?

3. Money saving.
Of course, the cost of CRM & ERP systems can sometimes be different from time to time, but if you don’t need specific features, you can use a cheaper or a free system that can help to store information about customers and you will never forget to celebrate their birthday.

4. Convenient
If the entire sales team works by using a common system, it is easy to share customer information when needed. Most CRM & ERP systems allow you to develop pre-designed conversation templates or email message templates. Many CRM & ERP systems have an external web interface, through which you can receive customer information and their debt from any computer or mobile phone.

5. Safe and reliable
You will not lose customers if the deal’s owner quits because the entire transaction history with the customer is stored in a safe place, nothing is lost and stolen. At any time, you can also find important information about your customers: quantity, cost and frequency of purchases, all interactions and working periods. Just estimate the attractiveness of customers for the company and the prospect of further cooperation. You will not encounter situations where salespeople can simultaneously contact and retrieve customers.

6. Retrieving information speed
Any manager can see the process of relationship development between company and customer. Time and place of the encounter, how the negotiations have been conducted, what kind of products and how often customers buy, etc. This will help to eliminate situations where managers forget something. or lose some important information affecting the transaction.

The CRM & ERP system function reduces the processing time required and simplifies the handling of work requirements with current and potential customers. Due to the automation of regular activities and the reasonable distribution of workloads among managers, the quality of service is met at a high level, even when the customers’ data is huge.

7. Control
A modern CRM & ERP system will help eliminate endless tea drinking, smoking, Internet addiction and sleep at work. CRM & ERP adjusts the time-frame and tracks the progress of assigned tasks. All violations are recorded and stored in the system – always able to follow and take action to warn employees who work inefficiently.

The head of a unit can quickly and easily set goals for a specific financial period for each employees, then combine them into common goals for the entire unit.

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Wolf Solutions is a trustworthy partner with a professional manner and effective and flexible solutions. Wolf has a specialist knowledge to develop the most appropriate solution for Zoho’s apps. As regional sales manager for Zoho, I am confident that Wolf Solutions would bring the highest satisfaction and excellent performance to Zoho’s clients.

Nick Ng
Regional Account Manager (APAC), Zoho Corp