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Blog

Home Uncategorized test
Uncategorized

test

November 4, 2025
Lead with ERP or CRM
ECLEVA

Lead with ERP or CRM?

How senior leaders can decide where to start

01

Identify Your Main Business Pain Points

Choose ERP if:

Financial visibility and operational efficiency are top priorities.

Choose CRM if:

Customer engagement and sales pipeline are main challenges.

02

Assess Organisational Readiness

📊 Data
⚙️ Processes
👥 People
🎯 Leadership Focus
03

Consider a Phased Approach

Option A:

Implement ERP first for stability, then CRM for growth.

Option B:

Implement CRM first for early wins in revenue and engagement, then ERP for control and efficiency.

Option C:

A coordinated rollout of both can work—if teams are aligned and ready.

04

Anchor Your Decision in Business Outcomes

  • Where do we need results first — growth or control?
  • Which inefficiencies cost us more — manual finance work or lost sales?
  • Which implementation will build momentum across the business?

Final Insight

ERP and CRM aren’t competing priorities—they’re complementary pillars of one digital backbone.

With a clear strategy, the question isn’t which to start with—it’s how to connect both for lasting impact.

6
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Slide
Step 1: Unlock Practical AI Opportunities in Just 2 Hours

Future-ready organisations are exploring how AI can improve efficiency, reduce risk, and unlock smarter ways of working. But knowing where to start can be challenging.
Powered by our AI experts, ECLEVA’s AI Use-Case Discovery Workshop gives your team clarity, direction, and high-value opportunities tailored to your business — without needing any technical preparation.

Slide
In-Workshop
Step 2: Prioritise What Matters Most

Not all problems are equal. In this stage, your team collaboratively prioritises the challenges identified, ranking them based on business impact, urgency, and strategic importance.

This ensures the workshop stays focused on what truly matters — not theoretical use cases — and that every opportunity we identify is anchored to real, agreed business priorities.

Slide
Post-Workshop
Step 3: Map AI & Automation Opportunities

Following the session, ECLEVA translates your prioritised challenges into practical AI and automation opportunities that align to your current Microsoft environment, such as:

Microsoft 365 & Copilot
Dynamics 365 & Business Central
Power Platform (Power Apps, Power Automate, Power BI)
Each opportunity is assessed using a Value Ă— Ease framework, clearly highlighting:

Quick wins
High-impact initiatives
Opportunities requiring more planning or investment
We then present these findings back to your team, walking you through the prioritisation, recommended sequencing, and logical next steps. You’ll receive a clear, visual prioritisation that makes decision-making easy.

Slide
Post-Workshop + Optional Next Phase
Step 4: Feasibility & Readiness Check

We complete a high-level feasibility and readiness check, covering:

Data availability and quality
System and integration readiness
Security, governance, and compliance considerations
Risks, blockers, and any preparation required
The outcome is a clear, actionable roadmap outlining recommended next steps, sequencing, and indicative effort.

If you choose to proceed, ECLEVA can support you through:

Detailed solution design
Proofs of concept or pilots
Implementation and change enablement
Always at your pace, aligned to your goals.

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