CRM (Customer Relations Management) and ERP (Enterprise Resource Planning) systems are convenient tools to process organizational data. These systems consist of integrated software programs that track, analyze and organize all the data related to organizational affairs.
More than just a storage of client details, a CRM or ERP can track basically anything that is important for the organization’s undertakings: interaction and activity logbooks, the services that the organization has provided, official documents such as quotations and contracts, reminders, import and export, suppliers, stock management, marketing tools, and it can even be connected to other software programs that an organization already uses.
There are many ready-made systems available on the market, but at Rocket Minds we specialize in customized CRM and ERP systems; systems that require just that little bit extra and which differentiate your organization from others. We make sure that these systems connect seamlessly with all the tools and other systems that your organization already uses.
Your custom CRM
CRM stands for Customer Relationship Management. A CRM system is used to save and process all customer/client data. The CRM system organizes and optimizes the relation between customers/clients and the organization, focussed on contact moments. This data will be centralized, which allows employees to easily access all the relevant information, whether it’s to check a phone call or an e-mail, to receive birthday pop-ups, to highlight a sales opportunity, or to send appointment reminders. In short, a CRM system strengthens existing and potential customer/client relations, reveals opportunities, creates efficiency within the organization, and provides an overview of the leads.
Contacts
Manage your contacts in one central place by integrating all your communication channels (website, subscription tools, customer accounts, etc.) into your own custom CRM.
Sales
Improve oversight of your sales and running projects. With your own CRM, you will never forget tasks or issues anymore.
Leads
Centralize all your leads in a single location and use this with your team to manage the sales process more effectively.
Could I benefit from a CRM and/or ERP?
Of course you could just use Microsoft Excel or an equivalent program to track and manage your organization’s information streams, but these always bring security risks and problems such as synchronization between employees and dependencies on devices and updates. So, are you still keeping customer and client details in Excel? Or aren’t these details saved at all, causing a lack of oversight and an inability to jump on cross and up-selling opportunities? Would you like to improve your business relations and increase your revenue? At Rocket Minds we build your CRM or ERP completely tailored to your needs.
Your custom ERP
ERP stands for Enterprise Resource Planning. An ERP system contains all processes within an organisation, such as relations, appointments, customers and/or clients, leads, invoices, quotations, and plannings. All administrative, financial, and logistical organisation processes come together in one single management system. The final goal of an ERP system is to create a clear overview and hence save costs. Since an ERP system is built modular, organizations can completely tailor them to their needs. An ERP system analyses the information of all the integrated software in order to assess the most efficient way to work. This way, an ERP aids efficiency, flexibility, and adaptability of an organization.
Invoices
ERPs can automate the creation of invoices, provide extensive and detailed overviews of the revenue that clients are bringing, and offer statistics and timeframe perspectives.
Suppliers
Manage your expenses and subscriptions in one single place. Assess the value that each supplier brings you and the costs that they incur. Adjust your organization accordingly and save money by investing in a comprehensive ERP system.
Inventory
Manage your products and services inventory, together with the corresponding statistics and history. With an ERP system, you will always have an up to date overview without the usual synchronization issues.
Workflow improvement
With a CRM or ERP, your organization can easily track its leads, plan follow-ups, and pause the projects that are on-hold. Also, import/export companies can use these systems to keep track of their stock and make sure that suppliers are contacted in time. This way, your organization can maintain an ongoing conversation with your relations and prevent these relations from having to deal with different contact persons or redundant information. Furthermore, CRMs and ERPs makes it easier for employees to cover each other’s projects (due to a pregnancy, holiday, or illness) and for new employees to start their job.
Looking for online success?
We are curious to hear your story! What does your organization do, and what is your mission?
We love to look at how you can achieve (even more) online success, and how we can help you realise this.
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Integrations and APIs
An important part of functional CRMs and ERPs are the integrations with all online resources that your organization uses. The platform itself, then, functions as a system that collects data from all these resources (including manually entered data), and analyzes it to present it to you in an orderly manner.
In order to automate your company processes, at Rocket Minds we can connect your custom CRM or ERP with any online service that offers an API. Examples include: Toggl, Everhour, Jira, Trello, Wunderlist, Github, any other sales or communications channel, and finance and cloud services. Other than requiring an API connection, there are no limitations to this.
Open-source vs. custom CRM or ERP
Open-source CRMs and ERPs, such as TeamLeader, ZohoCRM, or Monday.com, have a lot of basic integrations that fit in most cases, but are unable to integrate internal or third-party software created for your organization. A custom CRM or ERP, on the other hand, can be developed to integrate whatever software that is needed. Our CRM at Rocket Minds, for example, is integrated with the repositories that store the files of each project, a time tracker for employee hours worked per project, and the calendar, e-mail, and finance software that we use.
CRM and ERP combined in a unique system
Do you need, for example, not just customer details centralized, but also details about suppliers and employees? That’s possible. Even a system that combines a CRM and ERP together is within reach! In addition to CRM en ERP systems, at Rocket Minds we develop planning software, invoice software, client portals, mobile applications, hour registration tools, management portals, and many more. Contact us for a free introduction meeting to discuss how your organization could benefit from its own personalized software. We will study the possibilities for your organization and explain which tools we can integrate to develop a comprehensive system that is completely tailored to your organization’s needs.
Free consultation
