Process Improvement Between Company Departments with the Integration of ERP and CRM Software Programs

Miyase ULUSOY YILMAZ, Bahar Özyörük, S. Bi̇lge Ocak
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Abstract

This study aims to examine the processes of a company that uses Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems, which are known as integrated systems, and improve these processes in an enterprise that produces decorative acoustic suspended building products. The company started to use Netsis software as an ERP system years ago. Then, it purchased the LogoCRM software, which could work integrated into Netsis software, to ensure information flow between these systems easily. Since it is known that the company still experiences information flow issues between the departments although the ERP and CRM systems of the company are integrated, the study tried to minimize these deficiencies in the information flow between the production and sales & marketing departments. The problems experienced between the departments of the company that we work with were determined by the interviews with the ERP and CRM system users in the company, and the ERP-CRM software was customized to be suitable for the use of the company. A user-friendly interface has been designed in the CRM software, and by providing integration between the software, it is possible to see the stock balance information instantly in the CRM software. In addition, in the CRM software that will work integrated with ERP, a smart coding algorithm was developed to minimize errors by considering the possibility of the sales team misreading the product cards, and it was aimed to reduce user errors by minimizing the screen interventions of the users. In the study, ModelEditor was used for the improvements made in the SQL-based CRM software. With this study, communication problems between sales-marketing and production departments were reduced by providing ERP-CRM integration. As a result of the improvements made, a common language was developed between the departments, reducing the amount of faulty production, and time savings were achieved by reinforcing the cooperation between departments.
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通过ERP和CRM软件程序的集成,对公司各部门之间的流程进行改进
本研究旨在研究使用企业资源规划(ERP)和客户关系管理(CRM)系统的公司的流程,这些系统被称为集成系统,并改进生产装饰声学悬吊建筑产品的企业的这些流程。该公司几年前就开始使用Netsis软件作为ERP系统。然后,它购买了LogoCRM软件,该软件可以集成到Netsis软件中,以确保这些系统之间的信息流动容易。由于已知该公司虽然整合了ERP和CRM系统,但部门之间仍然存在信息流问题,因此本研究试图将生产与销售和市场部门之间的信息流缺陷最小化。我们所合作的公司各部门之间所遇到的问题,是通过对公司ERP和CRM系统用户的访谈来确定的,并定制了适合公司使用的ERP-CRM软件。在客户关系管理软件中设计了一个用户友好的界面,通过提供软件之间的集成,可以在客户关系管理软件中即时查看库存余额信息。此外,在将与ERP集成的CRM软件中,开发了一种智能编码算法,通过考虑销售团队误读产品卡片的可能性来最大限度地减少错误,并旨在通过最大限度地减少用户的屏幕干预来减少用户错误。在本研究中,使用ModelEditor对基于sql的CRM软件进行改进。通过本研究,通过提供ERP-CRM集成,减少了销售-营销和生产部门之间的沟通问题。由于这些改进,部门之间发展了一种共同的语言,减少了错误生产的数量,并通过加强部门之间的合作节省了时间。
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