ERP's: Streamline your business and create Lean Operations

You've got the right CRM and sales system in place (If not, click here!).  Your sales team is closing sales and now for some reason service has been suffering.  Staff members are overwhelmed, making mistakes, and you're not sure what to do.  Just work harder right?  This is where an ERP comes into place.  It's a way to manage the full line of services, from service/product delivery all the way through customer service.

Complete Business Oversight in One Application

Project & Task Management

Effectively manage important projects, assign tasks and stay engaged until they're complete.

Customizable Modules

Need a specialized app that's specific to your business or industry?  Done.

Service Delivery & Process

Manage your service from sale to delivery.

Customer Engagement

Resolve issues, provide awesome service and stay ahead

Job & Resource Costing

Assign resources to tasks and know when margin's change due to controllable conditions.

Effective Data Reporting

Gain accurate sales and opportunity reports.

What is ERP?

Enterprise Resource Planning (ERP) is a platform that allows to you maintain your businesses core processes.  If CRM is a way to manage the front-end, top line of your company, then ERP is the back-end bottom line of your company.  You need the best of both worlds shaping your business and adapting to changes and new changes within business, economies and technologies.

Who Needs an ERP? (Hint...Everyone)

  • You have 100's or 1000's of customers or services being provided for clients

  • You manage service delivery in spreadsheets.  There's no quicker way to make mistakes.

  • You manage complete service delivery with a CRM (and probably put everything in the Notes field)

  • You feel you have too many moving parts for a software to fit.

  • You feel your business or industry is different and there's no software that will work.

Customizing an ERP for my business

Every business operates differently but there the goal is to have all systems talking.  Everyone should be on the same page and get the data they need.  People should be given permission on what they can see, based on their position and department. Streamlining your day to day activities while creating a wealth of data that helps you manage all your assets, resources and staff.  Oakline Solutions works with your leadership, employees and other team members to create the best workflow for each area of your business, that allows you to scale easily and keep operations lean.  Implementing an ERP within your business will create a central data point for all information to flow through, eliminating data silos that keep people in the dark.


Reach out today and see why a ERP will increase your ROI.