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.
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.
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.
Since CRMs and ERPs can track everything that happens within your organization, it gives managers the perfect tool to overview all organizational affairs. By automating this overview, managers only have to study their CRM or ERP dashboard in order to determine the organization’s direction.
Subsequently, managers can use the CRM or ERP to assign their employees to specific projects, which does not only save a lot of bureaucratic (paper)work, but also prevents accidental task repetition and potential miscommunication, both internally and externally.
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.
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.
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.
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.