How to quickly connect CRM system and ERP system to realize the automatic flow of business processes

How to get through quickly CRM Systems and ERP System , Realize the automatic flow of business processes

CRM Systems and ERP System is a software system that many people are familiar with , It can be said that there is CRM Systems and ERP Only when the system has a normal operation of an enterprise . So why and how to get through quickly CRM The system should be consistent with ERP System ？ First of all, let me introduce to you .

What is? CRM System ？ Why get through CRM System ？

CRM The system is a software system for managing customer relationships . It can help enterprises better understand the needs of customers , Improve customer satisfaction , And build strong customer relationships .CRM The system mainly includes customer database 、 Marketing activities 、 Sales performance analysis 、 Customer service 、 Contract management and sales forecasting .

Why get through CRM System ？

Get through CRM System , It can be aimed at the behavior characteristics of customers 、 source 、 Distribution 、 Mark and analyze the consumption records of customers , Understand the characteristics of customers , Prepare for subsequent precision marketing ; Accurate portraits based on customers , We can do precision marketing for regular customers , At the same time, we can also effectively reach potential customers , So as to reduce customer marketing costs , Improve the operation effect of customers , Help enterprises optimize the layout of response . In the business system , Get through  CRM The system starts from the management of clues 、 Sales process and operation , Match to organization , Sales front end and delivery back end , Process the whole organization and operation 、 Normalization , Realize the unified management and control of the system . in addition ,CRM The system supports the whole marketing system , Effectively control the channel price , Stabilize the market . meanwhile , It also realizes the efficient management of external customer information system , Customers can easily 、 Intuitive underground list , Know the circulation information of commodities in time , Establish an effective connection from inside to outside . Greatly improve customer satisfaction and user stickiness , Efficient collaboration has also been achieved among departments , The efficiency of order processing has been greatly improved , It also provides effective support for the management to make decisions .

What is? ERP System ？ Why get through ERP System ？

ERP The core of the system is from MRP（ Material requirements plan ） Developed from the technology advanced integrated management information system ,ERP The system expanded MRP The function of ,ERP The core idea of the system is supply chain management .

Why get through ERP System ？

It is conducive to data integration and Data integration .1. Internal integration ： Realize product research and development 、 Integration of core business and data collection .（ Core business usually refers to ： Leading the marketing of enterprises 、 manufacture 、 purchase 、 Shipping and financial business . That is to realize and track materials 、 The main business process of funds ）.2. External integration ： Realize the integration of the enterprise and all partners in the supply chain .

that Why? CRM The system should be consistent with ERP Open the system ？ What are the advantages ？

Get through CRM System and ERP The system can CRM Summary of all links of the whole enterprise of the system , Focus on the sales side and ERP Systematic supply chain management from the perspective of production , Focus on production , Not considering sales , Break the combination , Combine the sales side with the production side , Ensure that the enterprise can know the sales situation in production , Help enterprises make better production plans .

How to get through quickly CRM Systems and ERP What about the system? ？

For businesses ,CRM The system follows ERP The systems are relatively large and complex , If the enterprise breaks itself , because Business data is scattered in various application systems , And the business data between the systems is not integrated , Lack of integrity . At the same time, the technology of heterogeneous system interaction is complex , The implementation cost is too high . 

In the traditional way of data processing , When customers use data , It is necessary to aggregate the data in various internal and external systems , Then understand and analyze . And this among them , Basically, every system will have dozens to hundreds of tables , There are also dozens of fields in the table , Customers need to understand these thousands of fields , And summarize them according to the business logical relationship , Time consuming and the effect is difficult to guarantee . under these circumstances , Need to invest in relevant data engineers and data analysts , More complicated , The more talent costs are invested . in addition , The analysis and utilization of data are inseparable from the data format management from database to data warehouse . This process mainly includes ETL, That is, data extraction 、 Transform and load , But because of ETL The workload is complicated , So this process alone will take the whole project weeks or even last month . therefore , The result of many difficulties is , If an enterprise guides its business through big data , Will face timeliness lag 、 The problem of high labor cost . and 「 Next second data 」 The existence of , Is to change this situation .

「 Next second data 」Nexadata Being around API The low code capability created expands richer and more practical business application scenarios , utilize With the help of intelligent data pipeline technology ,Nexadata use ELT+Ａ（Active） The pattern of , To improve the efficiency of enterprises in using data value . Store the extracted data in a free way , That is to pour all types of data into... Without prior processing " Data Lake " in , Later, model according to your own needs , In modeling ,Nexadata Pre integrated modules will be provided . such as ,Nexadata Will be with UFIDA ERP、 Kingdee ERP、 Easy to sell CRM And other application data integration , adopt API Connect the required data . After the data required by the customer is integrated into the data warehouse ,Nexadata Will help with data modeling .Nexadata Special connectors will be created for each platform to connect data , And after docking the data , Then through the characteristics of various industries , Conduct scene modeling , Support customer business . At the same time, each data can be automatically transferred to the enterprise business system , For example, various order data of e-commerce platform can be , Dump to enterprise database , Then automatically push the document to according to the specified business logic ERP/MES The system automatically connects production links in series .