How to Add a CRM to a POS
CRMs, or customer relationship managers, are an important component of modern business. They allow businesses to keep track of their interactions with clients and include features such as contact tracking and the ability to schedule follow-ups. They can also keep track of the needs of individual clients and help offer customized solutions. POS, or point-of-sale, applications keep track of sales and expenses and are a kind of accounting program. Many premade solutions exist, and a good number of businesses opt to develop custom solutions in either category.
Other People Are Reading
Instructions
-
-
1
Check to see if the company that develops your POS offers any CRM solutions. If it does, this will usually be the path of least resistance, as typically companies that offer both support integration.
-
2
Configure a CRM to share the database used by your POS. Not all CRMs will support this, and the configuration will vary based on the POS you have.
-
-
3
Contact the initial developer if you paid for a custom solution. The developer should be able to add CRM functionality to your POS fairly easy. Many developers that are experienced in one area are experienced in the other.
-
1
Tips & Warnings
Many CRM packages have a good deal of POS functionality included. One such package is the Microsoft CRM dynamics package. Micros Retail is another solution that incorporates both CRM and POS functionality into one package. Finally, SugarCRM is an open source CRM that includes basic POS functionality that can be extended through various plug-ins.
References
- Photo Credit computer image by blaine stiger from Fotolia.com
More Like This
Comments
-
I want to have a program of crm-pos... how can I do it on my own? I already had a computer desk top. it was to expensive if I will by the program and the hardwares.
