REASONS WHY YOU NEED TO INTEGRATE YOUR ERP AND YOUR CRM SYSTEMS
Friday, May 8, 2015Global Administrator
As a well operating business, you most likely have ERP and CRM system in place to manage different functions. These systems work together in the sense that they both perform important, but mostly dissimilar tasks and provide invaluable tools that benefit your business. However, it’s important to understand they are still two entities that operate separately from each other.
In several scenarios integrating your ERP and CRM system can further streamline your operations and keep expenses down. Below we describe some of these scenarios and their key benefits:
Overall better customer service
When both your ERP and CRM are unified, all customer data lines up. Having an automated integration makes it easier for different departments to work together seamlessly. Your ERP can provide financial information for each customer or account record in your CRM. This provides valuable insight into possible selling opportunities for your sales team. In addition to this, integrated order and inventory data maintains accuracy; which in turn, contributes to a positive customer experience.
Visibility
With a quality integration solution, you will be able to view multiple areas of customer information at once. This creates an overall picture of each customer/account’s profile. Having to look for data in separate systems can hinder creative problem solving and prevent fast resolutions to customer inquiries and issues.
Increased Productivity
Integration gives your team the ability view and share customer information fast, and simultaneously. This increase in speed results in a more productive team. The new built-in work flows create a more streamlined process leaving more time for other tasks and projects.
Efficiency and Accuracy
This is probably one of the biggest advantages to integrating your ERP and CRM systems. Data entry errors can be quite costly to your business. An automated integration solution will eliminate the need for manually re-keying data, increasing data accuracy and integrity. Without the time-consuming data entry processes and mistakes to deal with your business will be equipped to run much more efficiently.
Still not convinced of the benefits?
With the bevy of different product options on the market, being able to access to accurate information in a timely fashion has never been more critical. A quality integration solution gives you the ability to focus your resources on other high priority work, instead of tediously entering data in manually to your ERP or CRM system. It will give you the ability to provide consistent and reliable information to your sales and accounting teams, and save your business valuable time and money.As a well operating business, you most likely have ERP and CRM system in place to manage different functions. These systems work together in the sense that they both perform important, but mostly dissimilar tasks and provide invaluable tools that benefit your business. However, it’s important to understand they are still two entities that operate separately from each other.
In several scenarios integrating your ERP and CRM system can further streamline your operations and keep expenses down. Below we describe some of these scenarios and their key benefits: