ERP and CRM
Position your answers as if you were responding to questions from the President of a company, who is relying on your to understand more about the systems that the company has just purchased.
(Estimate 3-5 double-spaced pages, plus diagrams or flow charts if employed.)
The questions....
1. What is CRM?
2. List typical CRM functionalities.
3. How does CRM integrate with ERP?
4. Describe how Changepoint handles CRM functions. What menu selections (modules) are involved?
5. How did the company handle the sales process under its old system?
6. How does it appear the process will flow using the new Changepoint system?
(Describe in as much detail as you can what steps, and what types of data tables will be involved in moving a sales prospect from the lead to project stage to billing stage. Employ flowcharts if desired. )
7. Are there benefits to the workflow under the ERP, or would the company be constrained by the system?
8. Should it consider any customization?