CRM & ERP

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CRM & ERP : FAQ

What is a CRM (Customer Relationship Management) system?

A CRM is software that helps you manage customer relationships. It centralizes all information about your prospects and customers so you can better track interactions, organize your sales, and improve your customer service.

More and more companies are using customer relationship management software to gather as much information as possible about their prospects and customers. Because, as we’ll see, it’s essential.

Why use a CRM in a business?

The more information a business has about its prospects and customers, the better it can segment its audience and offer solutions tailored to customer needs.

A CRM allows you to better understand your customers, optimize your sales follow-up, automate certain tasks, and streamline communication between your teams. It’s a real asset for boosting efficiency and increasing your revenue.

Can a CRM help improve customer relationships and loyalty?

With a CRM, you can personalize your interactions, respond more quickly to your customers’ needs, and anticipate their expectations. This approach improves satisfaction and naturally strengthens loyalty.

A simple yet important example: your customer’s birthday. Imagine sending a text message to your customer on their birthday—whether offering a limited-time discount or simply wishing them a happy birthday. You’ll build a stronger relationship.

What is an ERP (Enterprise Resource Planning) system?

An ERP is an integrated management software system that consolidates all your company’s essential data: accounting, inventory management, human resources, purchasing, sales, production, and more.

Like CRM systems, ERP systems are increasingly used by companies that want better day-to-day oversight. Because an integrated management software suite is the equivalent for a company of a compass and a map for an explorer!

Why implement an ERP?

Implementing an ERP system allows you to save time, avoid duplicate data, automate your processes, and gain a clear, real-time view of your company’s operations.

As I said, ERP helps you know where you are and where you’re going.

Does an ERP system centralize all of a company’s information?

ERP effectively centralizes all your data into a single system. This eliminates the need to juggle multiple software programs and makes strategic decision-making easier.

In fact, we often see business buyers on BeFreelancr hiring an ERP expert to set up detailed tracking of the company’s key metrics.

What is the difference between a CRM and an ERP?

CRM focuses on customer relations and the sales process, while ERP covers the entire scope of business management: finance, logistics, human resources, etc. These are two complementary tools that you can use together.

What are the best CRM and ERP software solutions?

Among the most well-known CRMs are Salesforce, HubSpot, Zoho CRM, and Pipedrive. For ERP, the most widely used are SAP, Odoo, Microsoft Dynamics 365, and Oracle NetSuite.

Above on this page, you’ll find a list of CRM and ERP solutions. We’ve grouped these two types of tools together for the simple reason that most of them do both.

Are these software solutions designed only for large companies?

Many CRMs and ERPs are also designed for small and medium-sized businesses. Some solutions even offer streamlined, affordable versions for micro-businesses and startups.

Many artisans, merchants, and very small businesses are starting to use these software solutions to better manage their operations. It is estimated that a business using these tools has a much higher chance of success.

Are CRM and ERP systems used exclusively online (cloud) or also on-premise?

You can use a CRM or ERP in a cloud version, accessible anywhere via the Internet, or in a local version installed on your servers (on-premise). The choice depends on your needs, your budget, and the level of control you wish to maintain over your data.

How much do CRM and ERP systems generally cost for a business?

The cost of a CRM or ERP varies greatly depending on the solution you choose, the size of your business, and your specific needs. Some tools start at a few dozen euros per month, while more comprehensive and powerful solutions can cost several thousand euros per year.

Do you need technical skills to set up a CRM or ERP?

Some software is easy to configure and accessible without technical skills, especially in the cloud version. However, for more complex solutions (especially ERP systems), it is often necessary to hire an expert for configuration and integration.

Where can you find a specialist in these software packages?

You can find CRM and ERP specialists directly on BeFreelancr. Freelancers there offer their services to assist you with selecting, installing, customizing, and using these tools.

Above, you’ll find a list of CRM and ERP software. Click on the software of your choice to view the services offered by our freelance experts.

What services can a CRM or ERP expert offer?

An expert can help you choose the most suitable solution, install and configure the software, train your teams, customize modules to meet your needs, and provide daily maintenance and support.

Can these tools integrate with other software (email marketing, accounting, e-commerce, etc.)?

Modern CRM and ERP systems are designed to integrate easily with other software, such as your email marketing tools, accounting software, e-commerce platforms, and marketing applications.

Are CRM and ERP systems secure for storing sensitive data?

These software solutions incorporate advanced security systems: data encryption, regular backups, and access controls. The level of security depends on the provider, but professional solutions are designed to protect your sensitive data.

How long does it take to implement a CRM or ERP in a company?

Implementing a CRM can take a few days or weeks depending on complexity, while an ERP often takes several months because it affects the entire organization of the company.

Can CRM and ERP systems be customized to meet a company’s needs?

Most CRMs and ERPs are modular and customizable. You can add or remove features, adapt dashboards, and create processes that align with your workflows.