The 7 ‘R’s of CRM software’s Contribution to Supply Chain

     Good customer relationships are the result of ‘the Right product, for the Right customer, in the Right place, at the Right time, in the Right quantity, in the Right condition, and at the Right cost’.

 CRM software is a way to identify each of these ‘Rights’ and to segment customers accordingly.  

Are you a multibranch  Enterprise? 

Is it a challenge for you to Managing systems across multiple locations ?

·        Do you have  access to company-wide data instantly?

·        Do you have  a system to consolidate data of all your  branches?

·        What is the profit of any branch, or all branches together?

·        What are receivables of a branch, or of a customer across all branches?

·        What is the investment in stocks at one warehouse, across the company, or of one product across all branches?

·        How are some products moving across branches over a period of time?

·        How to minimise leakage of revenue at branches?

·        How to minimise IT costs in a multi-branch company?


       Can you answer these questions in less than a minute?

……. Then your business will never suffer.

            So how do Multi Branch Enterprises benefit from a CRM software? 

     By deploying a cloud based CRM software powered by ERP (Enterprise Resource Planning) you can now access your accounting, payroll, or other systems from anywhere – a remote office, factory, warehouse, project  site, or even your home, a hotel room, or your car.  The pulse of your system at your finger tips always.           

 However when we are on a shared network our most important worry is data security.

      Most CRM software provides a flexible restricted  data sharing design that allows users to be exposed to unnecessary data, so users can do their job without seeing data they  don't need to see. You can use permission or right setting features and control users from seeing Administrative level data.

Information flow between branches, locations, departments and teams facilitates automation and ensures

 Instant consolidation of data of multibranch enterprise automatically

Automatic and instant company-wide reports and analysis

Automatic execution of transactions between branches:

Inventory in one branch delivered to fulfil orders in another branch which is under-stocked

orders received in one branch executed by another branch with automatic communication

amounts receivable in one branch collected in another branch with automatic communication

Also consolidating transport documentation of supply chain.

A single chart of accounts, product list, price list at the head office.   All branches use the same lists.

Branch or location-wise data segregation, so that users of a branch do not have access to data of other branches.

Tight security by role-based users rights and privileges to access specific parts of the software.


The question is whether you are using the right ERP for your enterprise.

     One size really doesn’t fit all when it comes to choosing Enterprise Resource Planning (ERP) software. We understand that companies can get caught in the middle of needing advanced functionality, but also wanting the application to be simple to use and affordable. That’s why most CRM software provides ERP solutions that are affordable and flexible to meet your needs regardless of whether you’re a small or medium enterprise.

      CRM software includes a comprehensive suite of applications across various departments, such as customer relationship management (CRM), quoting, order management, inventory, shop floor, finance and accounting, and more.  Simply upgrading to your  module can cut down on your IT costs.    

     You can contact us for all you Enterprise  Resource Planning queries at SalesFundaa CRM  on  +91 – 9235 35 35 35 or  forward your comments in the comment box below

Monday 19 February 2018