How to Get the Most Out of Your ERP System

By Tikiela Mims

If you’re a small business deploying an ERP system, we created this post just for you. We’ll uncover all the things you can do right now to get the most of out of your ERP.

Integrate With CRM

You’ve probably heard this before and we’ll say it again: If you want to get the most out of your ERP system, such as SYSPRO and Quickbooks, consider integrating it with your CRM.

By integrating your ERP system with your CRM, some of the benefits for your business include:

  • Give your sales, accounting and customer service teams a complete picture of your customers. These include their buying habits, order history, preferences, invoicing, etc. Plus access to inventory levels, serial numbers, terms, and more, all without having to log into multiple systems. This helps keep everyone on the team on the same page.
  • Eliminate a lot of the redundant data entry and unnecessary business processes that take time and could cause error.
  • Increase the productivity of your sales team through streamlining processes and automating workflow.
  • Give your team real-time data that will empower them to make better decisions.
  • Sales history and deeper analytics can help improve sales forecasting.

ERP and CRM integration is necessary for businesses seeking operational efficiency, and many of our customers are proof of that. For example, Commercient SYNC, the #1 data integration platform for sales, allows you to connect your ERP and CRM systems, giving you and your company a 360-degree view of your sales and marketing.

As Hotsy Cleaning Systems, one of our clients, recently said, “We have been able to connect [Sage 100] with Salesforce [through Commercient SYNC]. Our employees have greater access to data than previously, and we can do more with that data.”

To see more of what our customers are saying about SYNC ERP and CRM integration, see our Customer Success Stories & Testimonials.

Integrate Your ERP With Other Apps & Services

Not only should you integrate your ERP and CRM with Commercient SYNC, but you should also consider connecting your ERP with other internet apps and services. These include Infusionsoft, Project Manager, Slack, Asana, and Evernote Business. This will help you improve operating efficiency, automate certain processes, reduce data inconsistencies, and provide visibility to data across systems. All from one centralized database.

The good news is that you can you integrate your ERP system with over 815 apps using Commercient’s IoT Pulse. To see a list of all the tools that you can connect to your ERP using IoT Pulse, check out our page.


Research from organizations such as Paystream Advisors and IOMA has shown productivity gains of as much as 82 percent in companies that automate their ERP solution, such as Microsoft Dynamics, with a document management and workflow solution. By automating your ERP solution, you can start to eliminate mistakes caused by manual methods, making your data and documents more accurate.

One way you can automate your ERP is by connecting it to all your other business applications via IoT Pulse. This will allow you to automate tasks, like sending out emails instantly when customers input a new order, or generating a new invoice. IoT Pulse provides integration with your marketing systems, so you can send new product information to all your customers, for example. It’s a great way to get the most out of your ERP system.


Finally, an ERP system should have flexibility, meaning that it should not lead to a dead end, from where it can’t be adapted to new requirements and would just have to be replaced with another system. It should be scalable, flexible, and adaptable as your company grows, so that you can get the most out of it.

Want to know more about our integration apps such as Commercient SYNC and IoT Pulse? We’d love to hear from you today.

IoT Pulse connect ERP to the Internet