Is CRM just another piece of software?

When it comes to CRM, lots of manufacturers ask the same question – Why implement another system? Especially when they already have an ERP in place.

What many don’t realise is that by investing in a CRM (with or without an ERP integration) you can actually reduce the number of systems you’re relying on. At Workbooks, we offer Shared Success workshops which give you a chance to uncover your CRM requirements and learn how to reduce the number of systems you have. You'll get a fully personalized consultancy report with no commitment to buy a CRM. If you’re new to using CRM software or wondering if you’re not getting enough value from an existing system, a Shared Success workshop can help to:

Reduce the number of systems you’re using

Understand the benefits of an ERP and CRM integration for your unique business

Highlight silos or opportunities you may not be aware of

Give you an estimate of how much time and money you’ll save

Avoid overspend with a clear plan of what’s needed

Get buy-in from key stakeholders

Reach your end goal faster with a more efficient deployment

Want to know more? Talk to our experts about an ERP and CRM integration today. Call us on +1 860-438-6647 or email us on success@workbooks.com