in: Enterprise Resource Planning (ERP), Company News, CRM
The technological age has brought businesses a wealth of information. Yet, if this information is not managed correctly, you will miss out on better opportunities to serve your clients. A mistake in your data management practices will open the door for your competitors.
Why CRM ERP Integration?
Fortunately, there are ways to prevent this from happening. ERP software simplifies and centralizes business processes such as order history, scheduling, and planning. Comprehensive ERP software makes it easier for businesses to manage critical parts of their operations.
CRM systems help sales and marketing teams manage customer information, purchases, and contact information. Enterprises use CRM to gain better insights into their customers in order to sell to them and interact with them more effectively. As a result of managing their business relationships, companies have greater opportunities to upsell and cross-sell their solutions and products.
When used together, these two solutions offer the greatest benefit. Integrating your CRM and ERP systems will enable you to improve customer service by providing better visibility and workflows.
Take a look at three ways businesses benefit from CRM/ERP integration.
#1: Integration Enhances Efficiency
In addition to being slow and time-consuming, manual data entry is frequently prone to errors, which can lead to costly mistakes. Employees are more likely to make errors when they have to manually enter data for sales and support, and again for inventory and shipping.
By automating data entry tasks, employees can concentrate on revenue-generating tasks rather than tedious data entry tasks. CRM/ERP integration makes it easy to automate repetitive data entry tasks. As a result, manual errors are also eliminated.
#2: Improved Collaboration
Because everyone has access to the same information, CRM/ERP integration facilitates collaboration. Also, duplicate data that may or may not be accurate does not have to be a concern. The information is instead shared by everyone who needs to access the information for superior customer service. Because the data is current and complete, all data-driven processes are improved.
#3: Enhanced Customer Satisfaction
By integrating CRM and ERP, companies can improve customer service in a variety of ways. When your CRM and ERP are integrated, you can provide customers with what they need through their preferred channels as needed. You can even offer self-service portals to your customers. Personalized service leads to more loyal customers.
Additionally, sales teams can proactively upsell or cross-sell by understanding client order histories. And with the help of modern business intelligence tools, such as predictive analytics, the sales department can receive automated and targeted recommendations.
Lastly, a fast and accurate invoicing process builds customer confidence. When your CRM and ERP are integrated, your quote-to-cash process can be automated.
Developing an Integration Strategy
Your company is unique, so you might not be able to use the same integration method as another company. It is also important to consider your company’s size since enterprise companies have very different needs than small and medium-sized businesses.
When creating your implementation strategy, start by considering your long-term and short-term business goals. Next, you may need to assess which of your current systems works, which do not, and which require improvement or updating. You can then determine the best strategies and software solutions to achieve your objectives.
Integration Made Easy with Acumatica
These are just a few of the benefits offered by Acumatica. You won’t find a better way to integrate your CRM and ERP than with a system that delivers adaptable technology. Acumatica was built with CRM from the ground up, and all modules are fully integrated. Integrating your CRM and ERP will propel your business growth, so what’s stopping you? With proven software solutions and tailored services, we can help you grow your business. We are here to help you grow your business. Contact us today to learn more.
