ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems share a common goal: to increase efficiency by sharing information across departments. This common goal is met through very different approaches.
When evaluating ERP you need to consider how the software meets the challenges of integrating financials, operations, supply chain, inventory, and more. For CRM, it is the means to use data to build relationships with your client base and as an outreach platform to build and manage your sales pipeline through to client acquisition.
How can these two very different solutions be selected and implemented using the same approach? Quite simply, they cannot. That’s why Boyer & Associates uses two distinctly different approaches to build a “best of breed” solution for both.
These processes have been developed over years of iteration by professional consultants specializing in each practice. We are confident that our clients will not have to choose between either a strong ERP or strong CRM solution. Empower your business with the best of both.
Get the Boyer experience with our proven ERP process
With more than 25 years of experience implementing and supporting Microsoft Dynamics ERP software, we’ve learned what works — and what doesn’t. Our process is a “best practices” approach. While the stages might look differently depending on the complexity of your project, we follow this process for every implementation to ensure a successful result.
Planning for long-term success with Power Platform & CRM
We don’t believe in an “implement and done” approach. We look at the life of your business applications over time and help you plan not just for quick wins but also for the long-term success of your business. Instead of looking at business applications through a one-and-done “project” lens, we look at the entire “product” lens to see how the system can evolve and enable better business outcomes for you over time.