Applications & Data · Enterprise Applications
CRM & ERP
Systems of record for customer relationships and for core business operations such as finance, supply chain and manufacturing.
FoundationalUpdated 2026-09-01
Overview
CRM platforms hold customer, opportunity and service data and are usually the most integrated systems in a business. ERP platforms hold finance, procurement, inventory and production data, with strong segregation of duties requirements.
Both are highly customised, which makes upgrade planning, environment management and change control the dominant operational concerns rather than infrastructure.
Security considerations
- Implement segregation of duties in role design and review it with finance and audit.
- Control data export and reporting access; these systems hold the organisation's most sensitive commercial data.