One customer record that sales, credit, and collections all trust.
When the CRM, the ERP, and the AR system each keep their own version of "who is this customer," credit control becomes advisory instead of enforced. TrackElan keeps one customer master with credit limit, payment terms, and current exposure visible at order entry — so a rep entering an order for an over-limit customer sees the block immediately, not after the goods have shipped.
Sales, credit, and collections work from the same record, which means a credit hold placed by finance takes effect on the next order without anyone sending an email.
Enforce credit holds at the point of sale instead of discovering exposure at month-end
Eliminate the sync job between CRM and ERP customer records
Give collections and sales the same real-time picture of a customer
Support parent/child credit limits for group accounts without custom development
Directional estimates based on typical mid-market rollouts. TrackElan cost index is normalized to 1.0; SAP/Oracle figures reflect license, implementation-partner, and BI add-on costs common at this deployment size.
| Capability | TrackElan | SAP | Oracle | Spreadsheets / Legacy |
|---|---|---|---|---|
| Native sales in the base license | Extra module/SKU | Extra module/SKU | ||
| Reporting & pivots included | Separate BI license | Separate BI license | Manual only | |
| Typical go-live | 2–4 weeks | 9–12+ months | 8–10+ months | N/A |
| Implementation partner required | ||||
| Data stays reconciled automatically |