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CRM

CRM organises work on customer relationships. A quotation example explains its use and the basic distinction from an ERP.

Also known asCustomer Relationship Management
APIs & Integration

What does CRM mean?

CRM stands for customer relationship management. A CRM system organises information and activities concerning existing and prospective customers.

In a hypothetical example, a customer asks about a quotation. The team finds the contact, responsible colleague and latest conversation in the record. Identifying which quotation version was accepted still requires a suitable system rule.

An ERP supports other business tasks, such as order processing and stock management. The precise boundary depends on the products used. Transferring an accepted quotation requires a reliable customer match and a defined transfer status.

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APIs & Integration with ASES

ERP, CRM and shop cleanly connected