Worksheet
ERP-CRM overlap matrix
A table lists functions down the side, including lead capture, quoting, order creation, inventory, invoicing, delivery and support, with columns marking whether ERP, CRM or both normally own each. It shows where your own boundary sits.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “ERP vs CRM: What Is the Difference?”, www.gullysystem.com/blog/erp-vs-crm-what-is-the-difference