CRM & ERP Integration

Customer Relationship Management solutions help businesses in streamlining day-to-day operations and increasing profitability in your organization’s sales, marketing, and customer service departments. Enterprise Resource Planning software on the other hand integrates business processes across finance, HR, distribution, manufacturing, and all other business departments.

Integrating your CRM and ERP systems with Comercient SYNC gives your company improved sales processes, more accuracy in product forecasting, and the most relevant data stored in one centralized location. Your company might already be weighing the benefits of integrating the ERP and CRM system, let us take a look at how the CRM and ERP integration would be beneficial to your company.

  • Whether sales are a fundamental part of your business operations or not, remember that a CRM tool is not only for customer management. By integrating your CRM software with your ERP system, your company will gain advanced tools for streamlining relationships between sales representatives, the back office, and operations.
  • Automated updates will keep both your systems in sync that is crucial for when changes to operations are applied or different requirements are added. For example, any changes made in the ERP will immediately (in real-time) be reflected in the CRM system, and vice versa. Since the data in the ERP and CRM system is defined in the same integration solution, you will always have consolidated and consistent reliable data. 
  • The data integration between your ERP and CRM system with Commercient SYNC will add a new layer of efficiency to your company’s business operations. Integrated platforms have the ability to support multi-level assimilations, they are optimized to deal with different technology innovations in a flexible environment.
  • The latest information about product availability, which an ERP system provides, can result in more accurate shipment dates, which can then provide the opportunity for rush orders if the customer needs to receive orders faster. This can improve the company/customer relationship immensely. A happy customer is a returning customer.

From a sales representative point, a CRM tool gives you a clear picture of which campaigns are performing well, while the ERP system reveals the best selling products. With this data combined, operations are able to forecast product demand with more accuracy. This is vital because having less or too much inventory impacts your business bottom line. Excess inventory ties up revenue that could be better spent elsewhere.

When salespeople in an organization have access to the order history from an ERP system, in congruence with customer data from a CRM tool, they stand a better chance for closing a deal. ERP and CRM integration provides salespeople with all the necessary information even before reaching out to a customer. Not only does this speed up the collection process, but it also ensures sales proposals include the most relevant information.

Order processing is also sped up. When a salesperson captures an order in the CRM system, the data is automatically transferred in real-time to the ERP, which eliminates manual data entry from printed reports, emails or forms, making the lives of both manufacturers and salespeople easier.

Overall, when you have an ERP and CRM data integration, you get to create a seamless and streamlined workflow that eliminates the tedious work of entering the same data in various systems. This can save your company time and money in labor costs and reduces data redundancy errors (human error) that can ultimately result in unreliable data.

With an integrated ERP and CRM system, both sales and manufacturers can enter transactions (product orders or sales orders) or change customer records and have the updated information accessible to them at the touch of a finger.

Looking for more? Check out our ERP and CRM integration products here. Sign up and partner with us here or get our free Demo and start your integration journey with SYNC Today!