Both ERP and CRM systems provide your business with many benefits. However, there’s no hard-and-fast rule about the right time to take the plunge. Implement the right business software when you need one. We’ve listed the major identifiers that would help you decide.

Signs you need a CRM system

You’re forgetting to follow-up with prospects on time

When you deal with many prospects and forget to follow-up with them on time, it often results in losing your leads to your competitors.

Your customer interactions are difficult to manage

When your prospects and customers are interacting with multiple reps, it limits your team's visibility into their interactions, and over a period, they lose track of what has been communicated.

Your sales cycle is lengthy

When you have a lengthy sales cycle, you are not likely to remember about each prospect in your sales pipeline, and what was discussed with them in the last call.

You have a complicated reporting structure

When your employees need to manually enter data for generating reports, it is time-consuming and is never free from human errors.

Your customer service is not satisfactory

When you are not able to proactively anticipate your customers' needs and fulfill them due to shortcomings in your service, it leads to dissatisfaction among them.

Signs you need an ERP system

You use separate software for different processes

When you use disparate systems to manage different operations, it hampers your data accuracy and creates a ripple effect on overall business productivity.

You don't have easy access to your business information

When you rely on systems and spreadsheets, employees across your company are unable to access the key business data immediately when needed.

Your existing processes are inefficient

When you rely on manual methods for managing business operations, alongside working with data redundancy and human errors, there are constraints and restrictions in the smooth running of processes.

You struggle to deal with tedious reporting processes

Your manual reporting method lacks the most crucial aspects, that is, meeting accuracy and standards. This makes it a time-consuming practice.

You have a complicated it process

When you have multiple systems, your IT department needs to customize, integrate, upgrade, and maintain each regularly, adding up the complexity and overhead costs.