9 ERP Features You Need for Knockout CRM

Customer relationship management (CRM) is a component of most ERP systems today. In the past these systems were stand-alone, but much of the data is common and usually a completely integrated system is far more efficient, and far more common.


Customers want to know how much something will cost and when can they have it. For some businesses this is simply what is on the store shelf right now. For others this requires detailed estimates of time, materials and subcontract costs with the adding of contribution to overhead and profit. A good quote system is an invaluable ERP CRM function. It will model what is required by the customer and provide a framework to collect and analyze ERP data leading to a good quote. CRM will also track what quotes were won and why others were not.


All businesses need new customers. Developing customers is called prospecting. ERP CRM can track who we contacted, how we contacted them and when. We can plan strategies and CRM will signal what the next contact should be and when it needs to happen.


CRM is completely customer centered. While overall ERP is focused inside our business, CRM looks outside. Who are our customers? What have they bought? Who else should be our customer? What are we doing to make them a customer? Who used to be a customer and what are we doing to recapture them?

Historical Analysis

Every contact of any kind can be captured. By looking at the past we can see what has worked and what hasn’t and develop plans to use the best techniques in the future.


ERP CRM functionality keeps track of our efforts with each customer. It will record milestones such as the first order or the millionth order. It will help us reach future milestones such as finally getting a meeting with the CEO of a target prospect.


CRM can collect our marketing efforts in a single depository. How well did our ads lead to sales using which media? What is the click-through for this campaign? Are we targeting the right businesses and networks?

Buying Habits

ERP CRM can track what kind of products a customer orders and which options are selected. It can track by customer specifically or across all customers. It can watch for seasonality in orders and make that data available for improved forecasting.


This is the moment a customer order is placed. It is the result of the prospecting and quoting that preceded. When the order is booked, the ERP system transfers demand to other systems and begins the planning of materials and capacity to manufacture the order or deliver the service.


Every person in a customer or prospect business might be valuable in delivering your product or service. The contact manager is a part of CRM that keeps track of names, phone numbers, roles, etc. Those names are linked to the history of contacts made.

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Tom Miller

About the author…

Tom completed implementations of Epicor, SAP, QAD, and Micro MRP. He works as a logistics and supply chain manager and he always looks for processes to improve. He lives near San Francisco Bay in California and can be found on the water in his kayak or on the road riding his motorcycle. Contact Tom at customerteam@erpfocus.com.

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Tom Miller

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