Salesforce Essentials vs. WinMan ERP Software

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.

Incentivized

Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.

• CRM Managment
• Streamlining Sales Funnel
• Providing data sets and analytics

Incentivized

• MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
• Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
• Integration with our website ensures that accurate data flows throughout the whole process.

• SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
• Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.

Incentivized

• Having used Winman ERP for a long time now it fully suits our needs.

My few queries are answered promptly.

As with any business project, a clear plan with clearly defined outcomes is key.

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product

Incentivized

Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere

• Not budget friendly for smaller start-ups.

Incentivized

• The key thing is to be able to do more with less people, removing as much repetitive work as possible.
• More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
• Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.