CRM & ERP: IT Solutions for Training & Mortgage Broker Organizations

This report provides IT solutions for two distinct organizations: a newly registered training organization in the CBD with 10 staff members and a mortgage broker located in the outer suburbs with 8 staff members. The training organization, offering courses like diplomas and certificates, can benefit from CRM software to track students and ERP software to manage accounts and supply chains. The mortgage broker, requiring constant internet access and office suites for its staff, can leverage cloud-based ERP for accessibility and collaboration. The report details the advantages of CRM and ERP for the training organization, emphasizing efficiency and decision-making, and highlights the benefits of cloud-based ERP for the mortgage broker, including reduced costs and enhanced security. Ultimately, the report provides a comprehensive overview of IT solutions tailored to the specific needs of each organization, showcasing the potential for improved productivity and operational effectiveness. Desklib offers a wealth of similar solved assignments and resources for students.

Running head: COMMUNICATION AND INFORMATION TECHNOLOGY
COMMUNICATION AND INFORMATION TECHNOLOGY
Name of the Student
Name of the University
Author Note:

1COMMUNICATION AND INFORMATION TECHNOLOGY
Table of Contents
Introduction......................................................................................................................................2
Discussion........................................................................................................................................2
CRM for organization 1...............................................................................................................2
ERP software in organization 1...................................................................................................3
Cloud-Based ERP for organization 2..........................................................................................4
Conclusion.......................................................................................................................................5
References........................................................................................................................................6

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Introduction
The following report reflects on IT solution for two organizations. Out of the two
organizations, the first one is new registered organization located at CBD and the second one is a
mortgage broker located at Outer Suburbs (Khodakarami and Chan, 2014). The first organization
has 10 staff members and the second one has 8 staff members. The first organization offers a
large number of courses to students like a diploma, advanced diploma, and certificate IV. The
second organization continuously requires internet access, email and a complete suite of office
for its staff members.
In the coming pages of the report, an idea has been provided regarding various IT
solution for both the organization. Apart from this, a list of recommendation in terms of costing,
supplier details and availability have been provided for both the organization in terms of IT
solution.
Discussion
CRM for organization 1
A newly registered organization which is located in CBD comprises of 10 staff members.
This organization offers a large number of courses to various students. The organization can
easily implement CRM (customer relationship management) software for tracking all the
students of this institute (Nyadzayo and Khajehzadeh, 2016). CRM can be easily referred to a
certain number of principles and guidelines which is followed by an organization while
interacting with customers. From the point of view of the organization, this mainly encompasses
direct interaction with customers like sales and services related processes. The ultimate goal of
CRM is enhancing the overall experience of the customer. With the growth of the internet and

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related technologies, various students of this organization are much concerned about privacy and
safety of their personal information. So it the duty of this organization to ensure the fact that
storage and analysis of customer data have the highest level of protection from cybercriminals
and another kind of security breach.
The ultimate work of CRM software is to aggregate the various information of students in
a place which can easily provide business with ease of access to data (contact data, any previous
contact with customer service representative). The main goal of CRM software is to make the
interaction in the efficient and productive way (Eichorn, 2018). The ultimate goal of CRM
software is to establish a crucial business operation like marketing, sales activities which can be
used for boasting customer experiences. This system is considered to streamline process which
can be used for closing gaps between marketing, customer and sales department which can help
this training organization to reach goals at minimum cost or expenditure.
ERP software in organization 1
ERP can be used in this organization for managing their various accounts. ERP system
comes up with various functional modules which help in managing of the various business
process. The most important part of ERP is its integration of various data and process of any
organization (Navimipour and Soltani, 2016). Supply chain mainly comprises of suppliers,
manufacturers, and customers. ERP software will help in proper management of Supply chain
for this organization. Supply chain mainly comprises a large number of steps like planning,
execution, and monitoring of various kinds of activities. The finance tool of ERP system will
allow various organization for proper maintaining of information like assets, accounts, and cash.
ERP can also provide assistance to this organization in managing it from various external factors.
If this training organization makes use of ERP financial products, then it can easily save a large

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amount of money for a long time (Tarhini, Ammar and Tarhini, 2015). The ERP software will
ultimately improve the overall productivity of the organization. ERP system can be considered to
be beneficial for this organization due to a large number of reasons like
 Improving efficiency
 Better decision-making process
 Minimizing of a large number of delays
 This software helps in reducing errors and mistakes.
Cloud-Based ERP for organization 2
Cloud-based ERP can be considered best for this mortgage organization which has eight
staff members. Out of the 8 staff members, 4 staff members are office based while 4 staff
members are a sales representative (Leon, 2014). Each of the staff members generally requires
constant internet access, email, and a complete office suite. Cloud-based ERP solution is
considered to be much more accessible and more mobile than transparent kind of business
application. This organization can easily upload and access data in real time through the cloud
from any device which comes with an internet connection. Cloud ERP mainly helps in greater
collaboration among various departments of this organization. There are a large number of
advantages to making use of cloud-based ERP like
A lesser number of resources: The main advantage of Cloud-based ERP solution for
this mortgage organization is that they do not need to pay for any network hardware (Tian and
Xu, 2015). If this organization buys a subscription from SaaS provider, then they do not need to
buy a new server for managing its database or various applications.

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Enhancing Security: The important data of this organization can be stored in the cloud
(Altamony et al., 2016). In most of the cases, ERP vendors provide a secure environment to
important data. They generally hire right people so that they can easily manage a large number of
tools and appliances which can be used for keeping the data safe.
Greater availability: The very nature of SaaS offering is that the staff members of
mortgage broker can easily access the application from any location.
Conclusion
From the above discussion, it can be easily concluded that this report is all about
providing IT solution for two organizations. The first organization is a newly registered training
organization which is located at CBD and comprises of 10 staff members. Various courses are
being offered to students by this organization like certificate IV, advance diploma business and
many more. The organization comprises of various staff members like CEO, HR, training
manager, administration, accounts and lastly trainers. The second organization that is mortgage
broker consists of 8 staff members. Out of the 8 staff members, 4 staff members are office based
and 4 are a sales representative. Each of the staff members mainly requires following things like
internet access, emails, and a complete office suite. A list of reasons has been provided regarding
the fact that how ERP and CRM software can be used for bringing a large benefit to training
organization. After that, a list of reason has been provided regarding the fact of how cloud-based
ERP solution can bring a large number of benefits to the mortgage broker organization.

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References
Altamony, H., Al-Salti, Z., Gharaibeh, A. and Elyas, T., 2016. The relationship between change
management strategy and successful enterprise resource planning (ERP) implementations: A
theoretical perspective. International Journal of Business Management and Economic
Research, 7(4), pp.690-703.
Eichorn, F.L., 2018. Internal customer relationship management (IntCRM) a framework for
achieving customer relationship management from the inside out. Management, 2, p.1.
Khodakarami, F. and Chan, Y.E., 2014. Exploring the role of customer relationship management
(CRM) systems in customer knowledge creation. Information & Management, 51(1), pp.27-42.
Leon, A., 2014. Enterprise resource planning. McGraw-Hill Education.
Navimipour, N.J. and Soltani, Z., 2016. The impact of cost, technology acceptance and
employees' satisfaction on the effectiveness of the electronic customer relationship management
systems. Computers in Human Behavior, 55, pp.1052-1066.
Nyadzayo, M.W. and Khajehzadeh, S., 2016. The antecedents of customer loyalty: A moderated
mediation model of customer relationship management quality and brand image. Journal of
Retailing and Consumer Services, 30, pp.262-270.
Tarhini, A., Ammar, H. and Tarhini, T., 2015. Analysis of the critical success factors for
enterprise resource planning implementation from stakeholders’ perspective: A systematic
review. International Business Research, 8(4), p.25.
Tian, F. and Xu, S.X., 2015. How Do Enterprise Resource Planning Systems Affect Firm Risk?
Post-Implementation Impact. Mis Quarterly, 39(1).