Guides

How-to guides & use cases

Step-by-step playbooks for real operations problems - implementing a WMS, reducing stock-outs, setting up EDI with retailers.

CRM 9 min

How to choose a CRM for a B2B sales team

The criteria that decide a B2B CRM: field adoption, forecast quality, stock and contract pricing at quoting time. Includes the questions to ask in a demo.

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CRM 8 min

CRM implementation in 30 days: the week-by-week plan

A realistic four-week CRM rollout: cleaning the customer base, configuring the pipeline, onboarding reps and producing the first forecast report.

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CRM 8 min

How to build a sales pipeline that forecasts accurately

Why the sales forecast never matches actuals, and how to rebuild stages, exit criteria and weighting to get forecast error under 15%.

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CRM 7 min

How to organise a field sales team with a CRM

Moving from visits reported from memory to planned routes, orders taken on the spot, and a history that stays with the company when a rep leaves.

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Integrare 8 min

CRM and ERP: how to split the data without creating duplicates

The core rule of CRM-ERP integration: one source of truth per entity. How to assign ownership for customer, product, price, stock, order and invoice.

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CRM 7 min

How to measure CRM ROI: the formula and the numbers to track

A ROI formula for a B2B CRM, with the four measurable sources of gain and a method for setting the baseline before implementation.

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CRM 8 min

How much does a CRM cost: the real cost structure

CRM pricing is not just the per-user licence. The full cost structure: licences, implementation, data import, ERP integration, add-on modules and internal hours.

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WMS 10 min

How to implement a WMS in your warehouse: step-by-step guide

A practical WMS implementation guide: from process mapping and location coding to go-live and picking-route optimization. With a checklist and mistakes to avoid.

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OMS 9 min

How to reduce stock-outs with an OMS

Stock-outs cost sales and customers. Here's how an OMS reduces stock-outs through correct ATP, smart allocation and multi-warehouse fulfilment, step by step.

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EDI 11 min

EDI setup with retailers (Metro, Kaufland, Lidl): step-by-step guide

How to connect via EDI to large retailers like Metro, Kaufland and Lidl: mandatory messages, onboarding, testing and mistakes that trigger chargebacks.

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Comparativ 7 min

Simple invoicing software vs. CRMconnect: when you outgrow it

Invoicing software covers issuing and e-Factura, then stops. Compare what you gain with CRMconnect: e-Transport, bank reconciliation and ERP sync.

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Comparativ 7 min

Standalone e-Factura solution vs. ERP module: which to choose

Your ERP's e-Factura module or a standalone layer on top? Compare control, speed of updates to ANAF changes, validation and maintenance cost.

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Comparativ 6 min

Manual SPV submission vs. automatic CRMconnect: the real cost

Manually uploading XMLs to SPV looks free but costs time, errors and missed deductions. Compare the manual process with automatic submission from CRMconnect.

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Comparativ 7 min

CRMconnect + WinMentor: how they complement (not replace) each other

How CRMconnect works as a layer on top of WinMentor: e-Factura, e-Transport and automatic reconciliation, syncing back into the ERP. No migration, no double entry.

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Comparativ 7 min

CRMconnect + SeniorERP: integration, not migration

How to add e-Factura, e-Transport and bank reconciliation automation on top of SeniorERP, with clean sync back. Without changing your ERP.

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Comparativ 7 min

CRMconnect + Charisma: an operations layer on top of the enterprise ERP

How to complement an enterprise ERP like Charisma with fiscal automation and reconciliation, via connectors, without long customization projects.

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Comparativ 6 min

CRMconnect + NexusERP: e-Factura and automatic reconciliation

How to add automatic e-Factura submission, e-Transport and bank reconciliation on top of NexusERP, with clean sync. Ideal for growing companies.

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Comparativ 6 min

CRMconnect + SocrateERP: how to add fiscal automation

How to complement SocrateERP with e-Factura, e-Transport and automatic bank reconciliation, via connectors, keeping the ERP as the accounting source.

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Comparativ 6 min

CRMconnect + SAGA: invoicing & e-Factura, and the accountant gets clean data

How CRMconnect works alongside SAGA: you automate invoicing, e-Factura and reconciliation, and the accountant gets clean data for accounting and SAF-T.

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Comparativ 7 min

Smart Operations Layer vs. ERP: what each actually does

An ERP and a Smart Operations Layer aren't the same thing and don't exclude each other. Compare the roles: where accounting sits, where operations sit and how they connect.

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Comparativ 6 min

Automatic vs. manual bank reconciliation: time, errors, control

Manually reconciling statements with invoices burns hours and hides errors. Compare the manual process with automatic reconciliation and chart-of-accounts mapping.

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Comparativ 7 min

Standalone WMS vs. WMS on top of your ERP: which to choose

A separate WMS with migration or a WMS that sits on top of your existing ERP? Compare implementation speed, risk, cost and integration with operations.

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WMS 12 min

Warehouse management software for distributors: what it must do and how to choose

How to choose warehouse software for distribution: the ERP stock module, a standalone WMS or a WMS on top of your ERP, plus 8 things to check in a demo.

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AI 10 min

Integrating AI with your CRM and ERP: what you can use today and where to start

How to connect AI to your CRM and ERP without moving data: an assistant on company data, an MCP connector for Claude and ChatGPT, supplier invoice scanning.

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OMS 10 min

Order management system (OMS): orders from every channel in one flow

What an OMS does for a distributor: orders from field reps, the B2B portal, the online shop, marketplaces and EDI enter the same flow, against real stock.

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EDI 9 min

Supplying Carrefour, Kaufland or Lidl: connecting supplier portal and EDI orders to your CRM and ERP

Supplying retail chains? How orders from the supplier portal and EDI reach your CRM, warehouse and ERP with no typing, and how despatch advice and invoices go back.

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Integrare 10 min

Process automation in a distribution company: what to automate first and how to measure it

Which processes to automate first in a distribution or manufacturing company: order intake, approvals, invoicing, payments, stock and delivery. How to choose and how to measure.

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CRMconnect guides are step-by-step materials for concrete projects: rolling out a CRM to a field team, setting up EDI with retailers, cutting stock-outs, estimating CRM cost in Romania. Each guide covers the steps, the roles involved and the expected outcome, without assuming technical knowledge.

How to pick a guide

  • Start from your project stage. Evaluation, implementation or optimisation - guides are written per stage.

  • Check who executes. Some guides target management, others the operations team.

  • Follow the steps in order. The structure is sequential; skipping a step moves the effort later in the project.

Frequently asked

Are the guides free?
Yes, all published guides are publicly accessible without an account.
Are they CRMconnect-specific?
The steps apply to any similar project; examples use native CRMconnect capabilities.
Can I request a topic?
Yes, through the contact form - requested topics enter the editorial plan.