In this technological age, businesses acquire an enormous amount of information. Still, if that information isn’t managed properly, you miss out on opportunities to serve your clients better and open the door to your competition.
There are solutions to this dilemma. By using ERP software, businesses can simplify and centralize business processes such as order history, planning, and scheduling. Businesses can manage the critical parts of their business more easily when they implement comprehensive ERP software.
Sales and marketing teams benefit greatly from CRM systems, enabling them to manage customer information, purchases, and contact information. To sell to and interact with customers more effectively, enterprises use CRM to gain better insights into their customers. Additionally, companies can upsell and cross-sell their software and solutions more effectively by managing their ecosystem relationships.
Both of these solutions offer the most benefit when they are used together. Integrating your ERP and CRM systems is the key to better visibility and improved workflows that will allow you to better serve your customers.
Take a look at three of the top benefits of ERP/CRM integration.
Manual data entry is not only slow and time-consuming; it often results in numerous errors that can be costly to your business. When employees have to enter data for sales and support and again for inventory and shipping, you double your chance of mistakes.
ERP and CRM software makes it easy to automate data entry tasks that take up precious time when done manually, allowing employees more time to focus on revenue-generating tasks. It also eliminates the inevitable mistakes that occur with manual tasks.
ERP/CRM integration makes collaboration simple because everyone can access the same information. Further, there is no worry of duplicate data that may or may not be accurate. Instead, real-time data is shared by everyone who needs access to the information for superior customer service. All data-driven processes are improved because the data is up-to-date and complete.
The entire customer experience can be enhanced in multiple ways thanks to ERP/CRM integration. For example, integrating your CRM and ERP provides full visibility so you can provide what customers need via their preferred channels when they need it. You can even offer your customers self-service portals. Customers who receive this level of personalization are more likely to become loyal customers.
In addition, by understanding client order histories, your sales team can proactively upsell or cross-sell. Further, the sales department can get automated and targeted recommendations with the help of modern business intelligence tools such as predictive analytics.
And finally, a fast, accurate invoicing process builds customer confidence and creates a better customer experience. Your quote-to-cash process can be automated when your ERP and CRM are integrated.
Your company is unique, so the integration method used by another company may not apply to yours. The size of your business is also a factor to consider, because enterprise companies have very different needs from small and mid-sized businesses.
The best way to create your implementation strategy is to start by looking at your long-term and short-term business goals. Then, you may need a review of your current systems to determine what works, what doesn’t, and what needs to be improved or updated. From there, you can determine the best strategies and software solutions to help you meet your goals.
Acumatica Is Your Integration Solution
Acumatica provides your business with all these benefits and more. If you’re looking for a system that delivers adaptable technology for your business that allows you to easily integrate your ERP and CRM, look no further. CRM was built into Acumatica from the beginning and all modules are fully integrated with your real-time Cloud ERP system.
It’s clear that integrating your ERP and CRM will propel your business growth, so what’s holding you back? We’re here to help you with proven software solutions and services customized to your business needs. Contact us now to learn more and see how we can help you grow your business. It just takes one call to get started.