CRM – ERP INTEGRATION

FOR
GROUP MEMBERS

Aditya Gandhi
Kaushik Shah
Mamata Parab
Nikhil Shirsat
Swapnil Gupta
Vineet Bangera
BEYOND SMILES
 Hi-tech dental care center

 Pioneers in maintaining oral health + relaxation of mind

and body

 Provides a package of complete dental health services

coupled with relaxation
CRM – BEYOND SMILES
 A Process or methodology used to learn more about
customers' needs and behaviors in order to develop
stronger relationships with them.

 CRM Initiative
- International approach
- “Medical Tourism”
- Feedback
- Database
CRM ACTIVITIES
USE OF PRINT & ELECTRONIC MEDIA
ERP – BEYOND SMILES
 ERP is a way to integrate the data and processes of an
organization into one single system.

 ERP utilizes ERP software applications to improve the

performance of organizations' resource planning,
management control & operational control.

 Goal of an ERP System

COMPONENTS OF AN ERP SYSTEM

 ERP Software

 Business Processes

 ERP Users

 Hardware and Operating Systems

Clients’ Master Information

Clients’ Treatment Planning & Diagnosis

Master Data Manager

Accounts & Inventory System

Phone Dialing To Patients From Within The

System

SMS & Emailing To Patients From Within The

System
CRM – ERP INTEGRATION
 Provides organization with an integrated approach to
identifying, acquiring, and retaining customers

 Helps organization maximize the value of every

customer interaction, which leads to improved corporate
performance

 Main goal

 Ideal ERP System

CRM – ERP INTEGRATION
ADVANTAGES DISADVANTAGES

 Improved efficiency and  Customization

productivity levels
 Too rigid for organization
 Better tracking and either new or want to
forecasting move into new direction

 Improved customer
service
CONCLUSION
THANK YOU