ERP, CRM and business management

Scope of the category

Products supporting organisational processes and customer relationships. Start from the business process and the organisation that owns it. Comparing ERP or CRM products solely by feature count hides licensing, implementation and integration differences.

Compare like with like

• Workflow coverage Describe the process, roles and intended decision support. Separate an available feature from a configuration or development task.
• Licence and deployment Record the pricing unit, term, hosting model and included support. Recurring fees and implementation costs remain separate.
• Pilot and handover Define authorised test data, dependencies, acceptance questions and the responsible reviewer. Do not request credentials in the initial brief.

Who may buy

• Private businesses with the relevant workflow
• Retail and service networks
• Manufacturing companies
• Systems integrators
• IT distributors and resellers
• Organisational owners of business processes

Commercial questions

• Which process and roles are in scope for the first pilot?
• What licence unit and services are included in the quoted offer?
• Which interfaces and acceptance decisions require the customer’s authorisation?
• Which languages, integrations and technical dependencies must be addressed?
• Can the pilot use authorised test data without transferring credentials or confidential records?
• What observable result and review procedure would make the pilot informative?