I'm glad you asked! Every company's processes will be slightly different. Some companies may have more or less processes than others. Doesn't matter. With a well-thought-out integration plan, redundancies can be eliminated, and execution time can be accelerated.
Make your own scorecard from the chart below of what processes you would like to experience faster throughput. Our experts at Endowance are waiting to hear from you—no time like the present.
Automated Process | Salesforce (CRM) | ERP System |
Order Processing | Complete approved quote | Process order |
Inventory Management | Track customer demand | Align/optimize inventory levels |
Production planning and scheduling | Customer insights for demand and order patterns | Automated workflows adjust production schedules based on real-time or supply-chain disruptions |
Customer Communications | Capture customer interactions, inquiries, and preferences | Customize order fulfillment. Automate updates on status, shipping, and delivery. Send to customers |
Billing and Invoicing | Manage customer billing details and contract terms | Automate billing and invoicing processes, reduce errors and ensure timely payments |
Service and Support | Track service requests and issues | Comprehensive customer history aids support teams in addressing issues |
Sales Forecasting | Capture data on leads, opportunities, and sales projections | Accurate sales forecasting helps organizations make data-driven decisions to meet market demands |
Analytics and Reporting | Generate data on customer behavior, preferences, trends | Automated analytics and reporting insights into production efficiency, sales performance, and business |
Quality Control and Compliance | Note customer feedback and quality-related data | Automate alerts for quality control processes, ensuring adherence to standards |
Employee Collaboration | Facilitate sales, marketing, and customer collaboration | Remove siloes between departments involved in manufacturing processes |