ERP and CRM Systems
Our ERP and CRM Systems Solutions Include:
At PulseTech, our ERP and CRM specialists help you connect your core business systems and customer relationships onto platforms that scale with you, covering everything from implementation and development to Salesforce administration, architecture, and business analysis. Whether you need an ERP Specialist streamlining your business processes, a CRM Implementation Consultant getting your customer systems live, a Salesforce Developer building custom solutions, or a Salesforce Architect designing for the long term, our team brings the platform expertise to keep your systems working for you. Explore the roles below to see how each one supports your ERP and CRM needs.
ERP Specialists work to bring a company's core business processes onto a single, connected platform, increasing efficiency by automating tasks that would otherwise be handled manually across disconnected systems. Data integration is central to this, consolidating information from finance, operations, HR, and other functions into one consistent source of truth. They also focus on resource management, helping the business make the most of its financial, human, and material resources. Throughout, reporting and analysis turn that consolidated data into insight that supports strategic decisions. In practice, this means analysing business processes to identify and implement automation opportunities, integrating data from different business functions into a central source, ensuring effective management of company resources, and preparing detailed reports and analyses that support strategic decision-making.
CRM Specialists focus on managing and improving how a company relates to its customers, making sure every interaction is tracked and used to strengthen the relationship over time. Data analysis plays a big part in this, looking at customer data to surface insights that wouldn't be obvious from individual interactions alone. They also work closely with sales and marketing, helping optimise the processes that bring in and retain customers. Underlying all of this is a focus on customer satisfaction, with strategies developed specifically to keep customers happy and engaged. Day to day, this means collecting, organising, and managing customer data and relationships, analysing customer data to identify trends and insights, planning and optimising sales and marketing campaigns, and developing and implementing strategies that increase customer satisfaction.
ERP Implementation Consultants take responsibility for getting ERP systems installed and properly integrated into a business, making sure the technology actually fits how the organisation works. User training is a key part of the role, since even the best system delivers little value if people don't know how to use it effectively. They also handle project management, keeping ERP projects on track so they're completed on time and within budget. Throughout, they look for opportunities for process improvement, analysing how the business currently operates and suggesting better ways of working. In practice, this means installing and integrating ERP systems, teaching users how to use the system effectively, planning and managing ERP projects to keep them on schedule, and analysing business processes to provide improvement suggestions.
CRM Implementation Consultants ensure that CRM systems are properly integrated into a business, making the system a genuine improvement to how customer relationships are managed rather than just another piece of software. User training is central to making this stick, teaching people how to use the CRM system effectively in their day-to-day work. They also focus on customer data management, making sure customer information is collected, organised, and analysed properly from the start. Throughout, they think about customer relationships more broadly, developing strategies to improve how the business engages with its customers. Day to day, this means ensuring CRM systems are properly integrated to increase efficiency, teaching users how to use the system effectively, collecting, organising, and analysing customer data, and developing and implementing strategies to improve customer relationships.
ERP Developers customise and build out ERP systems so they match the specific needs of a business, rather than forcing the business to adapt to an out-of-the-box system. Technical support is part of the ongoing relationship, making sure issues with the ERP system get resolved quickly when they arise. Integration work connects the ERP system with other business systems, so data flows smoothly between them rather than getting siloed. Throughout, they look for opportunities for process automation, increasing efficiency by automating tasks that used to require manual effort. In practice, this means customising and developing ERP systems according to business needs, providing technical support for ERP systems, integrating ERP systems with other business systems, and automating business processes to increase efficiency.
CRM Developers customise and build out CRM systems so they fit the way a business actually manages its customer relationships, rather than working around a generic setup. Technical support keeps things running smoothly, resolving issues with the CRM system as they come up. Data management is a core focus, making sure customer data is structured and handled effectively within the system. They also work on sales and marketing automation, building out workflows that take repetitive tasks off the hands of sales and marketing teams. Day to day, this means customising and developing CRM systems according to business needs, providing technical support for CRM systems, managing customer data effectively, and automating sales and marketing processes.
Salesforce Administrators manage customer data on the Salesforce platform, keeping it organised and reliable so the rest of the business can trust what's in the system. System configuration is a regular part of the role, setting up and adjusting Salesforce to match how the business actually operates. User support is ongoing too, providing continuous help and training so people get the most out of the platform. Throughout, reporting and analysis turn the data in Salesforce into insight that supports business decisions. In practice, this means collecting, organising, and managing customer data on the Salesforce platform, configuring and customising the system according to business needs, providing continuous support and training for users, and providing comprehensive reports and analyses that support business decisions.
Salesforce Developers build customised solutions on the Salesforce platform, extending it to do exactly what a business needs rather than settling for default functionality. Apex and Visualforce are core tools here, used to create more advanced applications and interfaces within Salesforce. System integration connects Salesforce with other business systems, so it doesn't operate as an island. Throughout, they look for opportunities to improve efficiency, automating business processes wherever it makes sense. Day to day, this means developing customised Salesforce solutions according to business needs, creating advanced applications using Apex and Visualforce, integrating Salesforce with other business systems, and automating business processes to increase efficiency.
Salesforce Consultants help businesses think about Salesforce as part of their broader strategy, rather than just a tool that sales teams happen to use. Project management is a big part of the role, planning and managing Salesforce projects so they deliver real value. Solution consultancy means recommending the Salesforce solutions that genuinely fit a business's needs, rather than the ones that are easiest to sell. User training rounds this out, making sure the people using Salesforce can do so effectively. In practice, this means integrating Salesforce solutions into business strategy, planning and managing Salesforce projects, recommending the best Salesforce solutions for business needs, and ensuring users can effectively use Salesforce.
Salesforce Architects design Salesforce architectures that are built to scale, thinking ahead to how the platform will need to support the business as it grows. Technological guidance is a key responsibility, helping development teams make good decisions about technology and architecture as they build. Innovation matters too, with architects developing forward-thinking Salesforce solutions rather than just maintaining the status quo. Throughout, they make sure everything aligns with what the business actually needs, not just what's technically possible. Day to day, this means designing Salesforce architectures that meet business needs, choosing the most suitable technologies for development projects, providing guidance on architectural and technical issues to development teams, and developing innovative, forward-thinking Salesforce solutions.
Salesforce Business Analysts translate business requirements into Salesforce solutions, acting as the bridge between what the business needs and what gets built on the platform. Data analysis is part of this too, looking at the data within Salesforce to surface insights that inform business decisions. Process improvement is an ongoing focus, suggesting Salesforce solutions that make existing business processes work better. User training and support round out the role, helping people use Salesforce effectively in their day-to-day work. In practice, this means analysing business requirements and translating them into Salesforce solutions, analysing Salesforce data to gain business insights, suggesting Salesforce solutions to improve business processes, and providing training and support for users.