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The effectiveness of CRM and ERP systems for wholesale sales: improving processes and increasing profitability

ERP and CRM are indeed, perhaps, the most popular abbreviations in the modern business environment, but are they really that cool and effective? Can we do without them? How to improve your processes and increase profits with just one system? We will try to answer all these questions today, so let's figure it out!

How ERP helps optimize a company's internal processes

ERP systems effectively help automate and optimize a company's business processes by eliminating the human factor, which is perhaps the main cause of many losses, errors, and other problems in the enterprise system.

Removing the human factor means minimizing employee intervention in the process. All operational and other tasks that can be delegated to the system are transferred to its jurisdiction and, unlike a person, the system will not forget to complete the task on time, it will do so with an accuracy of up to 10 decimal places. 

Modern technological solutions have long proven themselves as a good way to solve certain problems, so ignoring technologies such as ERP is far from the best solution, because if you don't take advantage of this opportunity now, there is a high probability that tomorrow your competitors will take advantage of this chance and be a few steps ahead of you.

Removing the human factor from the chain of business processes is far from the only thing that modern ERP systems for sales can help with. Most of them also have many other useful functionalities that will provide a comprehensive solution to your problems. But which system will be optimal? One that covers all needs and does not cost all the money in the world? 

In our opinion, Odoo ERP is such a system. It is a Belgian ERP-class system that is very flexibly adaptable to businesses of any niche. 

Besides Odoo ERP contains a full-fledged CRM module, which eliminates the need for you to have a separate CRM for wholesale sales and pay extra for its use. Odoo has many more advantages, which you can read about in our article, the link to which let's leave it here.

Integrating Odoo ERP into a wholesale business to improve supply chain and warehouse management

As we have already said, the main advantage of Odoo is that it can be seamlessly integrated into any enterprise in any industry. This is possible thanks to its modular structure and open source code, which allows for the additional development of almost any functionality or integration not provided by the developer. Among the possible stages ERP Odoo integration into wholesale business:

  1. Analysis of company needs: we determine which processes need to be optimized and automated for effective supply chain and warehouse management.
  2. Odoo Module Configuration: we install and configure the necessary system configuration, which we determined at the previous stage. The generalized system configuration may contain the following modules: “Warehouse”, “Purchases”, “Sales”, “CRM”, “Point of Sale”, as well as integrations with online banking, such as “Privat24” and “Mono”, with the “NovaPoshta” service, etc. If necessary, this list can be supplemented or reduced - it all depends on the customer’s needs.
  3. Setting up automatic notifications: there is also the possibility to set up automatic notifications in Odoo to be informed about stock levels, orders and other important events in the system in a timely manner. This will help you respond quickly to changes in the supply chain.
  4. Finally, training should be conducted on working with the system for your staff, as this will ensure effective use of ERP and increase its efficiency for you.

Combining CRM and ERP for Sales

The vast majority of entrepreneurs still use separate CRM and ERP systems in their operations. This complicates work and requires additional efforts to synchronize these systems. Already busy employees get confused, data gets lost and then it leads to negative consequences.

Instead, we suggest you consider Odoo sales ERP, as it perfectly combines a company's business process management system and a modern CRM system. The main advantage of such a configuration is its ease of use and ease of interaction of such a CRM with other system modules. 

But let's imagine the following situation: you like the sales CRM you're currently using and you don't want to change it to Odoo CRM. No problem! After all, Odoo supports the ability to integrate any application you need, including possible integrations with various third-party CRM systems.

That is why, if you wish, you can continue working in your usual program. Whichever option you choose, it will be an optimal and modern solution that will qualitatively optimize your work!

Don't waste time! Leave a request for a free consultation or presentation right now and our specialist will contact you shortly to clearly demonstrate all the advantages of this system in practice! Join those who have already chosen the path of successful business with Odoo.

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