CRM and ERP Consulting

Choose, integrate and roll out the right CRM and ERP for how your business actually works, with process fixed before software is bought.

Cloud CRM Software Sales Tracking Customer Management Quote and Order Management CRM Integration
Phone+90 850 335 10 87
Emailinfo@360-soft.com
ProposalWithin 24 hours
CRM and ERP Consulting
Overview

Process first, software second

Most ERP projects do not fail because of the software. They fail because processes were never corrected before the software arrived. A new system bought on top of an unclear sales flow, an undocumented purchasing approval or a warehouse that counts stock three different ways simply automates the confusion and makes it more expensive.

Our CRM and ERP consulting starts from that point. We map how sales, purchasing, production, warehouse and finance really work today, find the bottlenecks, and only then decide what the software has to do. The result is a selection you can justify, an implementation plan with a realistic calendar, and a team that actually adopts the new system after go-live.

We work in three typical situations: companies choosing their first CRM or ERP, companies replacing a system that no longer fits, and companies that already own a capable system but use a fraction of it. In each case the deliverable is a written, reasoned plan rather than a sales pitch for a particular product.

Scope

What the service covers

Six workstreams that can be combined or engaged separately.

Process Analysis

Sales, purchasing, production, warehouse and finance processes are mapped end to end and bottlenecks are identified before any product is considered.

Requirements List

A weighted list of mandatory and preferred features, so selection criteria are explicit and agreed by every department.

Product Comparison

An independent evaluation of suitable CRM and ERP alternatives against your real needs, not against a feature brochure.

Implementation Plan

Phase plan, data migration strategy, integration list and a realistic timeline that the business can live with.

System Audit

A report on unused modules, misconfiguration and data quality problems in the system you already own.

Change Management

Team training, an adoption plan and tracking of usage indicators so the new system is used rather than worked around.

Specialist Areas

Expertise within CRM and ERP consulting

Each topic has its own detailed page.

01

Cloud CRM Software

A cloud-based CRM built around your own flow for sales processes that do not fit ready-made templates.

Details →
02

Sales Tracking System

Which opportunity is where, who called whom and when, and why a deal was lost: a system that makes the sales process visible and manageable.

Details →
03

Customer Management System

One card per customer: communication history, contracts, orders, support requests and notes in a single place.

Details →
04

Quote and Order Management

A controlled process instead of quotes built from Word templates, mistyped discounts and approvals nobody can trace.

Details →
05

CRM and ERP Integration

Form leads, WhatsApp messages, call records and ad forms land in your CRM already assigned to the right person, and stay in sync with the ERP.

Details →
Work delivered under this service - CRM and ERP Consulting
Projects

Work delivered under this service

The projects below are examples of work we have delivered ourselves under this service.

  • iddaa.com: dealer CRM and dealer portal. Applications, commissions and reporting for a dealer network spread across Turkey were brought together on a single platform.
  • Necdet Yapı: CRM and VoIP switchboard. Alongside the CRM infrastructure, a VoIP-based telephone switchboard system was built from scratch.

Both projects share the pattern we recommend: define who does what and in which order, then let the system enforce it, with calls, records and reporting in the same place.

Process

How we run the engagement

Five steps from first interview to a working system.

01

Discovery Interviews

Department-by-department interviews bring out the real processes and the problems people work around every day.

02

Requirements and Priorities

Needs are weighted and the must-haves are separated from the nice-to-haves, so the decision is not driven by the longest feature list.

03

Evaluation

Alternatives are scored against the agreed criteria and vendor demos are managed around your own scenarios.

04

Decision and Plan

A reasoned recommendation report and a phase-based implementation plan are presented to management.

05

Implementation Support

During installation we act as the bridge between you and the vendor and carry out quality control on your behalf.

Deliverables

What you have at the end of the project

At the end of the engagement you hold documents your team can use long after we leave:

  • Process map and bottleneck report
  • Weighted requirements list
  • Product comparison matrix
  • Reasoned selection recommendation
  • Phase-based implementation plan
  • Data migration strategy
  • Integration list
  • Adoption and training plan

Systems we work with

Logo, Netsis, Mikro, SAP, Nebim, HubSpot, Zoho, Salesforce, Microsoft Dynamics and Odoo. Where your requirement goes beyond what a packaged product can do, we can also build the missing piece as custom software or connect systems through API integration.

Pricing

Consulting is quoted per project: you receive a fixed-price proposal tailored to your scope, in writing and itemised, within 24 hours. An NDA can be signed on request, and nothing is binding until you approve it.

The questions we hear most. - CRM and ERP Consulting
Frequently Asked Questions

The questions we hear most.

We have integration experience with the major CRM and ERP products on the market, including Logo, Netsis, Mikro, SAP, Nebim, HubSpot, Zoho, Salesforce, Dynamics and Odoo, and we build custom integrations where a ready-made connector does not exist.

Yes. We guide the whole selection process based on your needs: process discovery, a weighted requirements list, an independent comparison of suitable products and a reasoned recommendation you can defend internally.

Yes. We move data from your existing system to the new one securely and without data loss, with a migration strategy agreed before the cut-over date.

No. The comparison is made against your own weighted criteria, and during implementation we act as the bridge between you and the vendor, checking quality on your behalf rather than selling a licence.

Yes. A system audit reports unused modules, wrong configuration and data quality problems, and turns them into a prioritised fix list before anyone talks about replacing the software.

Every engagement receives a fixed-price proposal tailored to its scope, delivered in writing and itemised within 24 hours. Fixed price, time and materials or retainer models are available, and the first meeting and initial analysis are free.

Related Pages

Continue exploring.

Service

CRM Software

A CRM shaped around your sales flow.
Service

ERP Integration

Two-way sync between ERP and your other systems.
Service

Warehouse Management System

Stock accuracy the ERP can trust.
Contact

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Itemised written proposal within 24 hours.

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