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CRM, ERP, numerous functionalities and use cases for the company

A CRM (Customer Relationship Management) is software that allows companies to manage interactions with their customers and prospects. It can include features such as lead management, sales opportunity management, account management, and customer relationship management.

An ERP (Enterprise Resource Planning) is software that allows companies to manage their resources and operations in an integrated manner. It can include features such as supply chain management, production management, accounting management and human resource management.

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What are the main CRM and ERP on the market?

There are many CRMs (Customer Relationship Management) on the market, each with its own features and functionality. Here are some of the most popular CRMs that are loved by users:

- Salesforce: it is one of the most popular and comprehensive CRMs in the market. It offers a wide variety of features for customer relationship management, including sales opportunity management, lead management, collaboration and communication management, etc.

- HubSpot: it is a free CRM that also offers many features for customer relationship management, including lead management, collaboration and communication management, etc.

- Zoho CRM: this is a comprehensive CRM that also offers a wide variety of features for managing customer relationships, including sales opportunity management, lead management, collaboration and communication management, etc.

- Freshsales: this is a CRM designed specifically for sales teams that offers many features for managing sales opportunities, lead management, etc.

It is important to note that the best CRM depends on your needs and budget. It is recommended to research and compare different CRMs before making a decision.
Here is a list of popular ERPs (Enterprise Resource Planning):

- Oracle ERP
- Microsoft Dynamics 365
- Infor CloudSuite
- Epicor ERP
- Sage X3
- NetSuite
- IFS Applications
- Deltek Costpoint

There are many other ERPs on the market as well, this list is not exhaustive. Each ERP has its own features and functionality, so it is important to research and compare the different options to find the ERP that best suits your business.

Faced with all these solutions, why develop your own CRM or ERP in a personalized way?

With all of these solutions, one might ask why develop their custom CRM or ERP. There are several reasons why a company might decide to develop its custom digital prorpre product:

- To meet specific business needs that are not met by existing products on the market.

- To stand out from the competition by offering unique and innovative features.

- To have better control over the development of the product and its long-term evolution.

- To be able to easily integrate the product with the company's infrastructure and processes.

- To have a custom solution that perfectly fits the company's needs and can be easily modified and updated.

In general, developing a custom digital product can be an interesting strategy for companies that have specific needs and want to have a product that is entirely dedicated to them. However, it is important to weigh the cost and benefits of developing a custom product against the pre-existing product options available in the market.

Here are some key differences between a CRM and an ERP:

- Purpose: CRM aims to improve the relationship with customers, while ERP aims to improve the efficiency and profitability of the company in general.

- Scope: CRM focuses primarily on managing customer interactions, while ERP covers a broader range of areas such as supply chain, production, accounting, and human resources.

- Features: CRM includes features such as lead management, sales opportunity management, and account management, while ERP includes features such as supply chain management, production management, and human resources management.

- Usage: CRM is often used by sales and marketing teams, while ERP is used by many different teams in the company, including operations, accounting, and human resources.

It is important to note that CRM and ERP can be used in complementary ways to improve business efficiency and profitability. Indeed, a CRM can be integrated with an ERP to enable more effective customer relationship management across the entire enterprise.

What is the right company size to use a CRM?

There is no ideal company size for using a CRM (Customer Relationship Management). CRMs can be used by companies of all sizes, from small businesses to mid-sized companies to large corporations.

CRMs can be particularly useful for companies that need to manage a large number of customers and prospects, as they can centralize all customer information and interactions. They can also be useful for companies that need to track and manage sales and sales opportunities, or that need to better understand their customers' buying habits.

In general, if your company has customer relationship management needs and you're looking for a solution to centralize and improve that management, a CRM might be a good option. However, it is important to choose the CRM that best suits your needs and budget, regardless of the size of your business.

What role does CRM play in the life of a salesperson?

CRM (Customer Relationship Management) plays an important role in a salesperson's life, as it helps manage customer relationships and track sales and sales opportunities.

Here are some examples of how a CRM can help a salesperson in their work:

- Tracking customer interactions: the CRM helps centralize all customer information, including emails, phone calls, and meetings, making it easier to track interactions and make decisions.

- Sales opportunity management: the CRM can track sales opportunities and plan next steps, which can help the salesperson better manage time and achieve sales goals.

- Data analytics: the CRM can collect and analyze customer and sales data, which can help the salesperson understand trends and make informed decisions.

In general, the CRM can be a valuable tool for salespeople to improve their productivity and efficiency by managing their customer relationships in a more organized way.

What type of business does ERP concern in a company?

ERP (Enterprise Resource Planning) is a computer system that allows for the integrated management of different aspects of the business, such as finance, production, purchasing, sales, supply chain management and human resources.

Professionals working with ERP can be involved in a variety of professions, depending on their area of specialization and their role within the company. For example, ERP professionals can be system administrators, management consultants, data analysts, or software developers.

In general, ERP is relevant to all professions that are involved in the management of the business and need to access and work with cross-functional data and processes. This can include jobs such as finance managers, production managers, purchasing managers, sales managers, etc.

Is it more profitable to have in-house developers or to develop your CRM with an agency?

There is no single answer to this question, as it depends on several factors such as the size of your company, your budget, your staff and time resources, and your long-term goals. Here are a few things to consider when deciding whether it's more cost-effective to have in-house developers or to develop your CRM with an agency:

- Cost: The cost of hiring developers in-house can be higher in the long run than working with an agency, due to the costs associated with compensation, benefits, and management costs. Working with an agency may be more expensive in the short term, but it can be more cost-effective in the long run.

- Flexibility: If you have in-house developers, you have constant access to their services and can set a work schedule that suits your business. If you're working with an agency, you may need to adjust to their schedule and availability.

- Expertise: a development agency may have more extensive expertise and experience than your in-house developers, which can be beneficial to your project.

- Workload: if your company needs CRM development on a regular basis or if you need developers for multiple projects at the same time, it may be more cost-effective to have in-house developers.

In general, it is important to weigh the pros and cons of each option before making a decision. It can be helpful to talk to professionals and get quotes from different agencies to get an idea of the costs and flexibility associated with each option.

We use Airtable, the flexible and collaborative database management platform.

Airtable is a database management platform that can be used for CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) development. Here are some reasons why to choose to use Airtable for your project:

- Flexibility: Airtable offers great flexibility in terms of how data can be organized and presented. This allows users to create databases that fit their specific needs, whether for a CRM or ERP.

- Collaboration : Airtable allows users to work collaboratively on databases, which is especially useful for CRM and ERP projects that often involve many people.

- Integration : Airtable can be easily integrated with other tools and applications thanks to its wide range of integrations. This can be useful for integrating an Airtable CRM or ERP with other business management tools.

- Ease of use : Airtable is designed to be easy to use, even for users who do not have web development knowledge. This can be especially useful for companies looking to implement a CRM or ERP without hiring a web developer.