数智化转型网szhzxw.cn ERP ERP专题文章系列(六):企业该怎么选择erp软件?erp软件可以跟哪些系统做整合?erp软件跟crm软件应该怎么整合?crm软件跟erp软件应该怎么整合?

ERP专题文章系列(六):企业该怎么选择erp软件?erp软件可以跟哪些系统做整合?erp软件跟crm软件应该怎么整合?crm软件跟erp软件应该怎么整合?

本文为数字化转型网erp专题文章系列:企业该怎么选择erp软件?erp软件可以跟哪些系统做整合?erp软件跟crm软件应该怎么整合?crm软件跟erp软件应该怎么整合?

一、企业该怎么选择erp软件

企业应该怎么选择erp系统/软件?数字化转型网szhzxw.cn

1、ERP系统/软件功能越强大就越好吗?

错的,关键要看企业的实际需求,适合企业发展的软件才是好软件。

2、ERP系统/软件服务商。数字化转型网szhzxw.cn

如果公司年销售额在5000万以上,不但要考虑规划,还要考虑将来的升级问题,品牌软件会半年到一年才会对现有版本升一次级,而且是根据大多数企业的需求统一升级,不会为一两个厂家的需求做升级,建议采用有自己的产品,而且还能提供二次开发的公司,这类公司应该以本地化服务为主。

3、ERP系统/软件的实施力量。数字化转型网szhzxw.cn

选ERP系统/软件就是选长久的合作伙伴,选择ERP系统/软件厂商是最好的选择,其次是选择ERP系统/软件代理商,ERP系统/软件代理商没有核心知识产权,遇到特殊问题是心有余而力不足

4、ERP系统/软件产品的易用性。

操作简易的ERP产品在实施和培训可以减少一半的工作量,在企业内部也更容易推广,所以ERP软件的易用性非常重要。数字化转型网szhzxw.cn

5、选择ERP就是选择合作伙伴,所以选择一个好的ERP合作伙伴很重要。

ERP是一种先进的管理模式和信息技术。但从年代以来中国企业用在ERP方面的资金近亿打了水漂。究其原因,与软件选型不慎有很大的关系。不考虑企业实际需求,一味地贪大求洋,是一些企业软件选型时最容易犯的错误。选软件好比找对象,适合就好。数字化转型网szhzxw.cn

一个业务简单、规模不大的企业,却投资千万元购买功能非常复杂的国外大型软件产品,显然是不适合的,就像用导弹打麻雀一样不经济。需要注意的是,一些企业对ERP软件的期望值过高,把它当成解决一切问题的灵丹妙药,不惜花血本投资。其实,这是不切实际的想法,任何软件只是物化的东西,是辅助决策的工具,本身不能代替决策。ERP最重要的作用是解决了信息透明化、及时性的问题,为经营管理决策提供数据支持  。

衡量ERP项目成功与否的标准应该是系统输出的信息能不能快速及时地满足企业管理当局的管理需求,而不是软件本身的技术含量。项目实施必须以企业为主体,E即项目领导小组组长最好由“一把手”亲自挂帅,同时要指定一名副总具体负责这项工作。该副总最好具有财务背景,同时应衬任REP的基本原理、企业的业务流程等方面的知识比较清楚,以便于和咨询人员沟通,实施中体现企业决策层的管理思路。需要强调的是,既ERP项目是一项综合性的系统工程,几乎涉及到企业的所有业务领域,相关业务部办须在实施中唱主角,他们对业务流程最熟悉,也是巨RP软件的最经常的客户,提出的需求建议最具有针时性,因此对软件的实施最有发言权 

二、erp系统跟crm系统的整合方法

ERP系统/软件和CRM系统/软件整合方法的内容主要包括10个方面:

1、客户管理数字化转型网szhzxw.cn

CRM与ERP系统中都要用到客户的一些基本信息,比较而言,CRM中更全面一些。

2、产品管理

CRM与ERP系统中都要用到产品的基本信息、产品的BOM表、产品的客户化配置和报价等。

3、工作流管理数字化转型网szhzxw.cn

CRM与ERP系统中都有工作流管理,实际两者的工作方式是一样的。

4、工作人员管理

CRM与ERP系统都要涉及到企业员工的基本情况和工作安排情况,但ERP系统中对人力资源有一个全面的管理。

5、营销管理数字化转型网szhzxw.cn

ERP的营销主要是简单地提供一些市场资料和营销资料,相对来讲比较简单,而CRM则提供了相当完善的营销管理功能,特别是强调一对一的营销思想。

6、销售管理

CRM系统在销售管理方面强调的是过程,讲究机会管理、时间管理和联系人管理等,而ERP系统中更多地强调结果,讲究销售计划和销售成绩等。

7、客户服务和支持数字化转型网szhzxw.cn

ERP系统只提供了简单的客户投诉记录、解决情况,而没有就客户服务和支持做全面的管理,而CRM则实现了这种全面管理,而且尤其强调客户关怀。

8、订单管理

ERP和CRM都有订单管理,两者可以说是完全重叠的,不过这种重叠是建立在企业的ERP之上的。

9、信息交流

信息交流如同一般的报表,CRM与ERP系统的很多使用者都需要查询对方系统中的一般信息。

10、决策支持数字化转型网szhzxw.cn

CRM和ERP系统都使用了数据仓库和联机分析处理功能,从而实现商业智能和决策支持。所使用的技术相差不大,只是数据对象有所不同。

三、crm系统跟erp系统整合的方法

在对CRM系统与ERP系统整合时,可以使用5种方法:

1、提供中间件

2、数据同步复制数字化转型网szhzxw.cn

3、二次开发

4、统一标准

5、统一使用数字化转型网szhzxw.cn

较好的整合方法有两种,一是CRM和ERP两个系统出自同一个软件厂商,两者已经高度集成;二是提供标准的中间件,方便系统升级维护,保护企业的有效投资。数字化转型网szhzxw.cn

更多有关ERP相关文章,例如ERP资料、ERP成功案例、ERP方案等可在数字化转型网ERP专栏里进行阅读;如果您需要ERP相关资料包报可点击蓝字填写问卷与我们取得联系;更多精彩内容可进入读者群与百万读者一同交流~数字化转数字化转型网szhzxw.cn型网szhzxw.cn

ERP专题文章系列(六):企业该怎么选择erp软件?erp软件可以跟哪些系统做整合?erp软件跟crm软件应该怎么整合?crm软件跟erp软件应该怎么整合?翻译:

This article is a digital transformation network erp special article series: How should enterprises choose erp software? Which systems can erp software be integrated with? How should erp software and crm software be integrated? How to integrate crm software and erp software?

First, how should enterprises choose erp software

How should enterprises choose erp system/software? Digital transformation network szhzxw.cn

Is the more powerful the ERP system/software, the better?

Wrong, the key depends on the actual needs of the enterprise, the software suitable for the development of the enterprise is good software.

ERP system/software service provider. Digital transformation network szhzxw.cn

If the annual sales of the company is more than 50 million, not only should we consider the planning, but also consider the future upgrade problem, the brand software will be half a year to a year to upgrade the existing version, and is unified upgrade according to the needs of most enterprises, will not upgrade for one or two manufacturers, it is recommended to use their own products, but also can provide secondary development of the company. Such companies should focus on local services.

Implementation power of ERP system/software. Digital transformation network szhzxw.cn

Choosing ERP system/software is to choose long-term partners, choosing ERP system/software manufacturers is the best choice, followed by choosing ERP system/software agents, ERP system/software agents do not have core intellectual property rights, when they encounter special problems, they are willing to but insufficient.

Ease of use of ERP system/software products.

Easy to operate ERP products can reduce half of the workload in the implementation and training, and it is easier to promote within the enterprise, so the usability of ERP software is very important. Digital transformation network szhzxw.cn

Choosing ERP is to choose partners, so it is very important to choose a good ERP partner.

ERP is an advanced management mode and information technology. However, since the 1990s, Chinese enterprises have wasted nearly 100 million yuan of capital in ERP. Investigate the reason, and software selection carelessly has a great relationship. Do not consider the actual needs of the enterprise, blindly greedy big foreign, is some enterprise software selection of the most easy to make mistakes. Choose software is like looking for objects, suitable for good. Digital transformation network szhzxw.cn

It is obviously inappropriate for an enterprise with simple business and small scale to invest tens of millions of yuan in large foreign software products with very complex functions. It is just as uneconomic as shooting sparrows with missiles. It should be noted that some enterprises have too high expectations of ERP software, as it is a panacea to solve all problems, even spend money on investment. In fact, this is an unrealistic idea, any software is just a materialized thing, is a tool to assist decision-making, itself can not replace decision-making. The most important function of ERP is to solve the problem of information transparency and timeliness, and to provide data support for management decision.

数字化转型网szhzxw.cn

The criterion to measure the success of ERP project should be whether the information output of the system can meet the management needs of enterprise management quickly and timely, rather than the technical content of the software itself. The project implementation must take the enterprise as the main body,E is the leader of the project leading group, it is better to be the “first leader” in person, and at the same time, a deputy general manager should be designated to be specifically responsible for this work.

The vice president should have a financial background and a clear knowledge of the basic principles of Ren REP and the business process of the enterprise, so as to facilitate the communication with consultants and reflect the management ideas of the decision-making level of the enterprise in the implementation. It should be emphasized that ERP project is a comprehensive system engineering, involving almost all business fields of the enterprise, and relevant business departments must play the leading role in the implementation. They are the most familiar with the business process, are also the most frequent customers of Giant RP software, and put forward the most timely requirements and suggestions, so they have the most say in the implementation of the software.

Second, the integration method of erp system and crm system

The integration of ERP system/software and CRM system/software mainly includes 10 aspects:

Customer management digital transformation network szhzxw.cn

Both CRM and ERP systems need to use some basic information about customers. Comparatively speaking, CRM is more comprehensive.

Product management

CRM and ERP systems need to use the basic product information, product BOM, product customization configuration and quotation.

Workflow management digital transformation network szhzxw.cn

Both CRM and ERP systems have workflow management. In fact, they work in the same way.

Staff management

Both CRM and ERP systems involve the basic information and work arrangement of employees, but ERP systems have a comprehensive management of human resources.

Marketing Management digital transformation network szhzxw.cn

ERP marketing mainly provides some market data and marketing data, which is relatively simple, while CRM provides quite perfect marketing management functions, especially emphasizing the idea of one-to-one marketing.

Sales management

In terms of sales management, CRM system emphasizes process, opportunity management, time management and contact management, etc., while ERP system emphasizes results, sales plan and sales performance more.

Customer service and support digital transformation network szhzxw.cn

ERP system only provides a simple record of customer complaints and solutions, but does not do a comprehensive management of customer service and support, while CRM realizes this comprehensive management, and especially emphasizes customer care.

Order management

ERP and CRM both have order management, and they can be said to overlap completely, but this overlap is built on the ERP of the enterprise.

Information exchange

Information exchange is like a general report. Many users of CRM and ERP systems need to query general information in each other’s systems.

Decision Support Digital transformation network szhzxw.cn

Both CRM and ERP systems use data warehousing and on-line analytical processing capabilities for business intelligence and decision support. The techniques used do not differ much, just the data objects.

Iii. Methods for the integration of crm system and erp system

When integrating CRM systems with ERP systems, you can use five methods:

  1. Provide middleware

2, data synchronous replication digital transformation network szhzxw.cn

  1. Secondary development
  2. Unified standards
  3. Unified use of digital transformation network szhzxw.cn

There are two better integration methods. First, CRM and ERP systems come from the same software manufacturer, and they have been highly integrated. Second, standard middleware is provided to facilitate system upgrade and maintenance and protect the effective investment of enterprises.

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本文由数字化转型网(www.szhzxw.cn)转载而成,来源于百度百科;编辑/翻译:数字化转型网默然。

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免责声明: 本网站(http://www.szhzxw.cn/)内容主要来自原创、合作媒体供稿和第三方投稿,凡在本网站出现的信息,均仅供参考。本网站将尽力确保所提供信息的准确性及可靠性,但不保证有关资料的准确性及可靠性,读者在使用前请进一步核实,并对任何自主决定的行为负责。本网站对有关资料所引致的错误、不确或遗漏,概不负任何法律责任。 本网站刊载的所有内容(包括但不仅限文字、图片、LOGO、音频、视频、软件、程序等) 版权归原作者所有。任何单位或个人认为本网站中的内容可能涉嫌侵犯其知识产权或存在不实内容时,请及时通知本站,予以删除。http://www.szhzxw.cn/12974.html

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