一、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
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
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。数字化转型网szhzxw.cn
5、营销管理
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。数字化转型网szhzxw.cn
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。数字化转型网szhzxw.cn
7、客户服务和支持
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。数字化转型网szhzxw.cn
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
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。数字化转型网szhzxw.cn
二、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
翻译：
How to integrate erp system and crm system?
Integration method of erp system and crm system
The content of ERP system/software and CRM system/software integration method mainly includes 10 aspects:
- Customer management
Both CRM and ERP systems need to use some basic information of customers, in comparison, CRM is more comprehensive.
- Product management
CRM and ERP systems need to use the basic information of the product, product BOM table, product customization configuration and quotation.
- Workflow management
Both CRM and ERP systems have workflow management, and the way they work is actually the same.
- Staff management
Both CRM and ERP systems involve the basic situation and work arrangement of the employees of the enterprise, but the ERP system has a comprehensive management of human resources. Digital transformation network szhzxw.cn
Integration method of erp system and crm system
- Marketing management
ERP marketing is mainly to simply provide some market information and marketing data, relatively simple, while CRM provides quite perfect marketing management functions, especially emphasizing the one-to-one marketing idea. Digital transformation network szhzxw.cn
- Sales management
CRM system emphasizes the process in sales management, pay attention to opportunity management, time management and contact management, etc., while ERP system emphasizes more results, pay attention to sales plans and sales achievements. Digital transformation network szhzxw.cn
- Customer service and support
ERP system only provides a simple record of customer complaints, resolution of the situation, and does not do a comprehensive management of customer service and support, while CRM achieves this comprehensive management, and especially emphasizes customer care. Digital transformation network szhzxw.cn
- Order management
Both ERP and CRM have order management, and the two can be said to overlap completely, but this overlap is built on the enterprise ERP.
- Information exchange
Information exchange Like a general report, many users of CRM and ERP systems need to query general information in each other’s systems.
- Decision support
Both CRM and ERP systems use data warehousing and online analytical processing capabilities to enable business intelligence and decision support. The techniques used are not that different, just the data objects. Digital transformation network szhzxw.cn
Crm system and erp system integration method
When integrating a CRM system with an ERP system, you can use five methods:
- Provide middleware;
- Data synchronous replication; Digital transformation network szhzxw.cn
- Secondary development;
- unified standards;
- unified use. 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. The second is to provide standard middleware to facilitate system upgrade and maintenance and protect the effective investment of enterprises. Digital transformation network szhzxw.cn
