Technology has paved the way for innovation in companies worldwide. However, many businesses still struggle with modernization.
At Zitycard we outline five key points to consider when deciding to streamline processes and implement a CRM business management tool or a unified ERP system.
Processes are also crucial for small businesses. Every organization has a mission: receiving orders and processing them to meet customer or client satisfaction. However, achieving this requires an initial analysis and subsequent process optimization.
Based on our experience, we need to answer three key questions that serve as a starting point:
- What problems does the client want to solve?
- What does the client truly need to resolve?
- What does an ERP or CRM offer, and what can it solve?
Key Demands When Implementing a CRM or ERP.
1. A SIMPLE AND EASY-TO-USE TOOL
The tool you work with daily should be intuitive and user-friendly. User experience is extremely important.
2. AVOID COMPLEX IMPLEMENTATIONS
Modern ERP and CRM systems should not burden businesses with excessively long implementation times. The era of lengthy and complicated ERP deployments is over, as rapid market changes push for more agile solutions.
3. FOCUS ON GROWTH
If you manage multiple companies or branches, are expanding, hiring new employees, partners, suppliers, launching a new product, or opening a sales channel, flexibility is key. Odoo supports business growth from the very beginning with minimal intervention.
4. SEAMLESS CONECTIVITY
Odoo is one of the most comprehensive yet user-friendly tools available today. With tens of thousands of applications developed by a decentralized global community, these apps are fully interconnected, enabling complete process automation and significant cost and time savings.
5. COST-EFFECTIVE SOFTWARE
ERP systems are typically expensive—not just in terms of software pricing but also due to internal effort, transition costs, and future expenses like licenses, updates, or modifications. Odoo however, benefits from a vast global community of developers, offering applications that can reduce costs by up to 60% compared to other systems.
The current COVID-19 pandemic has forced businesses to digitize and automate—a beneficial trend in itself. The more paperwork that needs to be physically moved each day, the harder it is to operate efficiently in a remote work era.
The world is evolving rapidly, and businesses cannot afford to be held back by rigid ERP or CRM systems. The right system should be lightweight, fast, and flexible—helping you manage your business with ease.
Digitalization Support Program: "Kit Digital"
The Kit Digital program offers grants of up to €12,000 to businesses with 1 to 49 employees, helping them take the step toward digital transformation. This initiative by the Spanish Government aims to subsidize the adoption of digital solutions available in the market, achieving a significant improvement in digital maturity.
At Zitycard, we guide you through the entire process and handle all the paperwork—you just need to get in touch with our team.