Posts

In the not-too-distant past, the business world was less complicated, and not so reliant on technology. Those were simpler times. Disparate systems with scattered data and manual data processing were not a cause for concern. Today, these somewhat ancient practices will slow your business down. Your employees will lose precious time capturing, organizing and analyzing customer data. Manual processes put your data at the potential risk of human error, such as double data entry. CRM Integration can help in these aspects. 

Your customers are at the heart of your business. That’s why every business needs a CRM system. Using a state-of-the-art Customer Relationship Management system, such as Salesforce or Microsoft Dynamics 365, is the best way to organize your customer and prospect information, but with the right tools, your CRM can offer your business so much more.

Why Using CRM Integration is Important to Your Business

Modern technology has ignited the competition for customers. To stand a chance of winning new customers, a business needs to harness the full power of its data. This is where CRM integration becomes extremely valuable.

A CRM is only as good as the data it collects. By adding your ERP data to your CRM system, you get a complete, unified view of all your customer and sales data. This enables you track and analyze buying behavior, better understand your customers, make better data-driven decisions, and much more. CRM integration is one of the best ways to gain a competitive advantage, helping to increase sales and sustain your business.

Short-Term Benefits of Using CRM Integration

Many businesses don’t realize the potential benefits of using CRM integration. It can add immense value to your business and your bottom-line.

Here are some of the short-term benefits of using CRM integration:

  • A single source for all your data.
  • A complete, accurate view of all your customer data.
  • Access to sales history, invoicing, serial numbers invoiced, multi ship to addresses, etc.
  • Instant access to real-time data.
  • Reduces manual processes which increases productivity.
  • Enables more informed, data-driven decisions.
  • Improves lead tracking so leads don’t fall off the radar.
  • Makes it easier to follow-up on leads that didn’t close.
  • Increases the number of leads closed, which increases sales.
  • Improves customer relationships and customer service.
  • Increases customer retention.

Why Choose Commercient SYNC for Your CRM Integration Needs

Commercient is a leading application development services company specializing in CRM and ERP integration. Commercient has extensive experience in many industries, and has successfully integrated sales and accounting systems for many businesses. Commercient SYNC, the #1 data integration platform for sales, offers you and your company to help manage your customers, prospects, sales, etc.

Don’t just take our word for it

According to Garrett Hatch, Director of Business Development at Hatch Lighting, by having customer data from SYSPRO easily accessible in Salesforce via Commercient SYNC, their sales representatives are able to “see pretty much everything that they need to know about that customer in real-time now. So that is obviously a huge, huge value.”

Hatch Lighting needed a reliable solution for integrating their data between their Salesforce and SYSPRO systems. They chose Commercient SYNC for a tailored ERP and CRM integration.

With their SYNC in place, Hatch Lighting was able to grow their customer base by having a complete view of sales and marketing. Their sales process has become streamlined, and they can monitor the overall health of a customer. This enables them to speed up their sales cycle and increase sales. Read the success story here.

CRM Integration With Commercient’s SYNC App

Today nearly every modern business relies on a variety of software to keep their operations running smoothly. It’s essential for businesses to have the right technology tools at their disposal to accomplish their goals and objectives.

Commercient’s data integration apps SYNC your ERP system with your CRM system, and also eCommerce platforms. They are completely customizable, and available for both one-way and bi-directional data integrations. There’s no mapping, coding, ETL or servers required, so you can focus on your business.

With your CRM and ERP data SYNC’d, your business will benefit from more precise targeting, improved sales and marketing engagement, aid in forecasting, and much more.

Click here to find out which ERPs and CRMs Commercient SYNC supports or check out our listing on the Salesforce AppExchange, Zoho Marketplace, Sugar Exchange and Microsoft Appsource

Get Started With CRM Integration

Is your business using a cutting edge CRM system? Make the most of your investment by fully harnessing the tools you already have and integrate your sales and accounting software. Become more efficient, increase sales, provide superior customer experiences, and much more with SYNC. Contact Commercient today for a free demo.

SYNC Demo integrate CRM ERP

Editor’s Note: This is part of an ongoing series on digital integration, cutting-edge technology and CRM integration from Commercient. Our goal is to help modernize your business and improve sales.

When searching for software as a sales person, it is important to remember that sales tools should make your job easier, and not more difficult. The ideal tool should make data more accessible and actionable.

Business tools can improve key metrics, such as lead velocity and close rates, boosting your return on investment. Your chosen software should work with other tools without complex integrations. Tools and apps can enhance productivity by automating repetitive tasks while making it easier to manage your sales team.

Slack, one of the most reliable sales tools. Is a messaging and collaboration app which makes it easy to get things done with individuals and sales teams. Slack allows you to reach prospects, colleagues, customers, and progress with real-time communication.

Evernote is a widely used daily note-taking app that makes it easy to organize your notes, and plan your to-do lists. It includes features such as voice-to-recording, scanning, image uploading, and basic handwriting identification. It’s a key sales tool for any business.

As a sales person, it’s easy to see why you may need a CRM (customer relationship management) system to organize, automate, and synchronize a company’s sales. An ERP (enterprise resource planning) is also a beneficial tool. It’s a financial and operations system for improving the efficiency of sales processes. It also includes management software that companies can use to collect, store, manage, and interpret data.

We’ll also explain how integrating your ERP and CRM data with a sales tool like Commercient SYNC is important to get a full view of sales and marketing.

Best ERP For Salespeople

  1. A salesperson may have accounting tasks to perform, and QuickBooks makes online accounting easy. Automatically import your income and expenses by connecting Quickbooks to your bank. Simplify invoicing & payments. Take control of your cash flow and make smarter business decisions.
  2. Sage has multiple ERP options to suit your needs: Sage 50 (Cloud Pro & Premium, UK, US, EU, Canada), Sage 100 (Contractor & France), Sage 200 (Pro), Sage 300, Sage 300 Construction Real Estate, Sage 500 (Line), Sage 1000, Sage Intacct, Sage Enterprise Management (Sage X3), Sage Business Works. The different versions of Sage help you to manage all the documentation and processes required in sales. These include price quotes, estimates, statements and invoices, as well as tax management, cash flow forecasting and payment services.
  3. SYSPRO is an ERP solution designed to simplify complexity and add significant value to sales. SYSPRO allows you to digitize your business and streamlining your supply chain, providing greater control and visibility. All while simplifying and personalizing your ERP experience.
  4. SAP Business One allows you to gain greater control over your business. Is it a small business management software connects and streamlines your sales processes. With the SAP Business One Sales app, employees can work with business information and processes like managing activities, view business content, manage customer data, monitor sales opportunities, and much more.

Leading CRM Software for a Salesperson

  1. Salesforce is the industry leader among CRMs. The platform is easy to customize and is accessible from almost anywhere thanks to the cloud. It has a robust report engine and offers numerous integrations, including the ability to sync data from tools that don’t talk directly to one another. Commercient SYNC ERP and CRM data integration is a Salesforce AppExchange Partner.
  2. Zoho CRM allows you to reach out to potential customers at the right moment, and engage them across every channel. Zoho CRM software helps businesses of all sizes close more deals the smarter way. It makes use of multiple features, including: Anytime connection with customers, Artificial Intelligence, Analytics, Customization, Process Management, Sales Automation, Pipeline Management, Team Collaboration, Marketing Automation, Security, and third-party integrations.
  3. Microsoft Dynamics 365 focuses mainly on sales, marketing, and service sectors. It’s an integrated, data-driven CRM software solution that improves how you interact and do business with your customers. Like any quality CRM, Dynamics 365 helps you manage and maintain customer relationships, track sales leads, marketing, pipeline, and deliver actionable data.
  4. HubSpot CRM is simple to use, and sales reps with no coding skills can effectively use this software. It can help them save a lot of time, as it automates vital sales-related operations. Essential features include report templates and custom reports, email integration, inbox profiles, pipeline management, and sales automation. Organize your sales processes, win more deals, and create happy customers by eliminating the busy work, and use modern sales techniques to engage more prospects.

Grow Your Sales with Commercient SYNC

Commercient SYNC, the #1 data integration platform for sales, makes it possible to see important accounting data directly in your sales system. It keeps you up-to-date with changes made to your ERP and CRM system simultaneously. It supports over 85 ERPs and most major CRMs.

Commercient handles everything, including hosting, so you don’t have to hire an IT specialist to install it and a server. SYNC helps businesses streamline sales and customer service, cut costs, increase customer satisfaction, and drive profitability.

Within CRM, your sales team will have access to ERP information such as customer information, sales history, invoicing, terms, serial numbers invoiced, inventory, A/R information, multi ship to addresses, and more.

New accounts, sales, opportunities, etc., created in CRM are SYNC’d back to ERP, avoiding double data entry and possible errors.

To learn more about the best business tools to help your company, please contact us today.

Sales and accounting are interrelated disciplines your business should be tracking. Does your ERP system work separately from your Salesforce system? If so, you are operating a fragile business that’s vulnerable to inaccurate financial data, disjointed processes, and cluttered records.

It is vital your business sustains growth, and therefore your ERP and CRM systems must work together through integration. For some businesses, their sales team don’t have easy access to ERP data, which can make things time consuming waiting on things such as sales history, invoicing, etc. In addition, your sales records already exist in your Salesforce system. Wouldn’t it be easier and more efficient to have access to that data in a single system?

A data integration platform such as Commercient SYNC, the #1 data integration platform for sales, that can help you streamline your processes. SYNC allows your sales, accounting and customer service teams to stay informed when any changes happen within your ERP or CRM systems.

Your sales team will have access to key ERP data directly in Salesforce, such as customer information, sales history, invoicing, terms, serial numbers invoices, inventory, multi ship to addresses, and more.

New accounts, orders, opportunities, etc., created in Salesforce are SYNC’d to ERP, saving you double-data entry and possible errors. This gives you a 360-degree view of sales and marketing.

By integrating your accounting and Salesforce systems, your business will have a clear picture of your customers. Departmental barriers between sales, accounting, services, and delivery will vanish.

As an example, your Sales team will know when a customer orders less year over year, giving them a chance to call the client to find out why, and assist in getting sales up. Customer service will have easy access to order information, plus shipping data, to help clients who need assistance. At the same time, you can take advantage of centralized Compliance and policy management.

That’s simply an overview of some of the ways it makes sense to securely integrate your sales and accounting data with SYNC. Depending on the needs of your business, you can sync databases once a week, daily, hourly or near-real time. As your company grows, Commercient makes it easy to scale up as you add more users to Salesforce.

The bottom line is that you stand to gain a lot when using SYNC data integration for Salesforce and ERP. With an easier and more efficient sales process, you and your employees will spend less time on redundant updates and more time focusing on growing your business. And with an influx of important data, your sales reps will convert at a higher rate.

To learn more about Commercient SYNC and receive a free demo, please contact us today.

As a business professional, you’ve probably come across the terms ERP and CRM floating around on multiple industry websites. Some articles use these terms interchangeably, making it difficult to fully understand CRM and ERP. The two systems are similar in some ways, but have different core functionalities. Both are valuable business solutions that improve both revenue and productivity.

What is ERP?

ERP is a financial and operations system for improving the efficiency of business processes, and is also known as Enterprise Resource Planning. Businesses such as yours are leveraging an ERP in the form of accounting software, such as QuickBooks, Sage 100, SYSPRO, etc.

It’s a category of business management software that companies can use to collect, store, manage, and interpret data. ERP allows for the automation and integration of a company’s core business to help them focus on effectiveness and simplified success.

An ERP system covers common functional areas including Finance and Accounting, Human Resources, Manufacturing, Engineering, etc.

According to the Aberdeen Group, 96% of growing businesses rely on an ERP system. In addition, small businesses saw a 36% reduction in time for decision making thanks to ERP software.

What is CRM?

A CRM (Customer Relationship Management) system is used to organize, automate, and synchronize a company’s sales, marketing, and customer service. CRM is an approach to manage a company’s interaction with current and potential customers.

It uses data analysis about customers’ history with a company to improve business relationships, specifically focusing on customer retention and ultimately driving sales growth. Long gone are the days of saving customer information on scattered spreadsheets and constantly having to check in with your sales team about leads and opportunities. A CRM allows you and your team to expertly manage prospects and existing customers from one system.

SuperOffice released statistics showing CRM adoption and usage had increased in 2018 to 74% from 56% previously. It breaks down further with 91% of companies with 11 or more employees using CRM. Plus, 74% say CRM has helped their overall access to customer data.

CRM vs ERP

CRM

  • Geared toward front-office activities
  • Oriented toward customers
  • Focuses on increasing sales
  • Is frequently used by customer service and sales teams
ERP

  • Geared toward back-office activities
  • Oriented toward business operations
  • Focuses on reducing cost
  • Is frequently used by project and inventory managers

Which System Should You Implement for Your Business?

It’s easy for companies wanting to increase growth to see the benefits of a CRM system. It can boost sales and profit, but to fulfill increasing orders, one must have a stable ERP backbone.
So basically you need both. A CRM system to drive sales and an ERP system helps to streamline operations and reduce overall costs.

It’s easy to become overwhelmed by all the software currently available. Popular ERP and CRM systems include:

ERP: Sage, SYSPRO, QuickBooks, SAP, TRAVERSE, Acumatica, JD Edwards, etc.

CRM: Salesforce, Microsoft Dynamics 365, Zoho CRM, SugarCRM etc.

However, data between the two systems remained siloed. Luckily Commercient SYNC can integrate that data to help you streamline your business.

What Does Commercient SYNC Do?

Commercient SYNC, the #1 data integration platform for sales, makes it possible for your teams to see ERP data directly in your CRM.

This includes customer information, sales history, invoicing, serial numbers invoiced, inventory, multiple ship-to-addresses, and much more. New accounts, orders, opportunities, etc., created in CRM are SYNC’d to ERP. Commercient gives you a 360-degree view of sales and marketing.

Unlike traditional data integration tools, like an ETL, there is no coding, mapping, or server. We handle everything, so you can focus on growing your business.

Contact us today for a free Commercient SYNC demo.

It’s no secret that customers’ expectations have changed. They’re far more informed, engaged and demanding with brands and businesses than ever before. Now with social media and other marketing channels available, they can get in touch with a business to acquire products and services they need.

With the ease of shopping online, plus apps and other platforms that accept payments, customers are less willing to make extra efforts to buy or schedule services. According to Econsultancy, B2B buyers said they “want easier and faster checkout, easy repeat ordering, quicker delivery, and improved tracking.”

What does this mean for B2Bs (Business to Business)? First, eCommerce and online ordering or scheduling are no longer exclusive to B2C companies (Business to Customer). Optimizing buying experiences not only when they’re still leads, but when they become customers, is crucial if businesses wish to increase customer retention, Customer Lifetime Value (CLV) and Return On Investment (ROI).

Second, it means vendors are not offering this kind of experience as often as customers would like.

In order to satisfy the modern customer’s expectations, here are some ways manufacturing and technical service companies can leverage a Salesforce and ERP integration:

Centralize Data

Businesses tend to underestimate the hassle it is for customers to seek support from an organization with scattered data. It takes time for your team to find information in multiple systems. They could also be digging through email chains in their inbox, which represents delays, neither of which your customer and business can afford.

With Commercient SYNC, the #1 data integration platform for sales, the information in your ERP (we support over 85, including Sage 50, Sage 100, QuickBooks Online, Epicor, SYSPRO, etc.) is automatically SYNC’d to Salesforce. Therefore your Sales, Accounting, and Customer Service teams have access to the same data without double data entry or errors.

ERP data that’s SYNC’d to Salesforce includes customer information, sales history, invoicing, serial numbers invoiced, inventory, terms, multi ship to addresses, etc. New orders, accounts, opportunities, etc., created in Salesforce are SYNC’d to ERP.

Simplify Processes

Simple processes keeps customers happy. Whether they need to buy more units of certain parts, or schedule a recurring service, the easier your company makes it for them, the more satisfied they’re going to be. The result is they’ll more than likely they’ll continue doing business with you.

Think about eCommerce; it’s usually associated with consumer goods, and names such as Amazon, eBay and Apple come to mind. But what does it mean for B2B companies such as yours? Sana, an eCommerce SaaS solutions company, suggests the following:

  • 75% of B2B product purchases are already made online
  • Buyers want to make even more purchases online
  • One-third of B2B buyers would choose a vendor based on the ability to place, pay for, track and return orders online
  • 25% of buyers indicated that automation is going to change the B2B buying role in the next 5 years

Customers expect stores online to be intuitive, as more companies embrace the self-service model. Simplifying processes through eCommerce and other tactics is a secure path to follow.

For example, Hotsy Cleaning Systems SYNC’d Salesforce with their ERP system, Sage 100, and the positive results were quickly seen:

“With Salesforce we have been able to connect [Sage 100] with our CRM [through Commercient SYNC]. Our employees have greater access to data than previously and we can do more with that data.

“When the sales reps sell something, they’ll be able to scan it, import it into an order or work order, sync it through Commercient into our Sage system so that we’ll have the sales order in the system. They can take payment on it [at time of service].” – Patrick Foy, Technical Architect at Hotsy

Smart Analytics

Making decisions based on intuition may be one of the risks your business can’t afford to take. Easier access to key data within Salesforce or your Accounting system saves not only time, but lots of money. It can help managers and team members make informed decisions quickly.

There is no need to wait for quarterly or annual reports to know how your business is doing. With tools such as Commercient SYNC, you can have fast access to customer information, payments, inventory and much more. This is what happened to the manufacturing company Sentury Tire:

“I can now get reports from Sage 100 up-to-the-minute, and I can look into my reports once a day now.” This gives the team more information to make important decisions for sales.

A team of 4 would work, collectively, 8 hours a day on a specific task in Salesforce. With Commercient SYNC, as Hilton Cordero,Territory Manager, explained, “The same task is completed in about an hour from 1 person.” -Hilton Cordero, Territory Manager at Sentury Tire

Don’t be Afraid to Scale

Scaling a business is a big deal. Decisions need to be made, and there are people and budgets involved. It’s natural it creates more anxiety in CEO’s and Management, considering all the investments needed, the logistics, coordinating with other stakeholders and the team, etc.

Your team might feel anxious about the level of complexity in the new solutions acquired by the company. There are always changes that come with the new equipment, software, processes, and more.

That’s where the cloud comes in. With a level of complexity that’s significantly lower than ETL solutions, for example, the learning curve is lower and the adoption rate increases. Besides, cloud-based technology is flexible enough to expand or constrain when needed, which makes it easier to buy, implement and adjust according to the company’s needs. Commercient SYNC allows that: It will SYNC from Salesforce and the ERP only the information you need. As your business grows, you can scale SYNC up as needed.

Are you using Salesforce with a need to integrate it with your ERP and offer a stellar customer service? Contact us today for a demo.

SYNC Demo integrate CRM ERP

Enterprise Resource Planning, or ERP software, offers functionality that manages production, orders and inventory for businesses of all sizes, including small businesses. The system integrates data through various channels such as manufacturing, supply chain, accounts and more, and stores it in a single centralized location.

These fully integrated solutions come with the option of installations on premise, SaaS, or in the cloud. There is no need to maintain exhaustive excel sheets and multiple records due to automation and integration across various departments.

Whether you are a small or enterprise-level business, there are ERP solutions designed to meet your needs. ERP’s have transformed from the more complex, difficult-to-use, and expensive software to modern-day, reliable and user-friendly options. These are efficient and eliminate the need for consultants or complex coding to seamlessly merge with your existing processes without significant changes.

For smaller businesses, cloud-based ERP models are providing multiple options at favorable price points. We discuss some of the promising ERP systems available to companies to meet their daily operational needs, and the importance of data integration via Commercient SYNC and IoT Pulse between CRM and other apps.

Sage 50 and Sage 100

Sage 50 (formerly called Peachtree accounting) and Sage 100 (formerly Sage MAS 90 and 200) are both accounting software designed for the American market. Sage 50 is meant for a smaller user base, while Sage 100 provides answers to the more complex process of larger companies by managing every aspect of business finance. Sage 100 can be customized and integrated with a host of applications to give it a winning edge over traditional systems.

Sage 50 offers greater scalability than similar accounting systems, functionality and value for the money. Sage 50 brings the benefits of both cloud and desktop accounting system in one cohesive system and can also be integrated with other solutions for improved functionality. There is also the popular Sage 50 UK.

Customer Success Story

RC Imaging leverages Sage 50 US and Salesforce for their business, which is in the medical manufacturing industry. They recently switched to Commercient SYNC to integrate their sales and accounting systems, helping give them a 360-degree view of sales. With a two-way SYNC, new accounts and orders created in Salesforce are integrated back to Sage 50. This eliminates duplication and entry errors, such as wrong addresses inputted. Read more here.

QuickBooks

QuickBooks is one of the world’s leading software for accounting. It brings the advantage of smart accounting software to small- and medium-sized businesses with both on-premise and cloud solutions. You can manage sales and expenses of all daily accounting transactions as well as generate accurate reports with a simple to use interface.

Microsoft Dynamics GP

Another offering from Microsoft is Dynamics GP, an ERP solution catering to small- and medium-sized businesses. Designed to give you control over your accounting, inventory, and general business operations, Microsoft Dynamics GP can be configured and designed to meet the specific needs of a growing company. Backed by the reliability of Microsoft, it delivers on every aspect of the best ERP systems, and brings great insights into ERP data, propelling you towards business growth.

NetSuite

NetSuite runs all of your key financial business processes in the cloud to enable companies to operate seamlessly. NetSuite ERP software combined with Commercient’s expertise as a leading Integration solution provider ups the value quotient of this ERP for our customers. It is robust, highly scalable, well integrated and offers a right fit for all, be it a smaller domestic set-up or a medium size enterprise, across a host of industries.

SYSPRO

SYSPRO ERP Software is a manufacturing ERP solution, perfectly aligned to meet the financial needs of those involved in manufacturing and distribution. It provides a competitive advantage by automating tasks and eliminating time-consuming spreadsheets, reducing errors, removing duplication and speeding-up exhausting manual tasks. An excellent investment, SYSPRO can be deployed in the cloud, on-premise, and accessed through mobile and smart devices.

Acumatica

Acumatica is a fast growing, cloud- and browser-based ERP software to hit the market and offers many features and advantages over other ERPs making it the go-to solution for small to medium-sized business. Its greatest benefit is that it comes bundled as one connected system together with CRM, BI, sales, inventory, purchasing, e-commerce, etc. with a single user interface. Extremely competitive on pricing, it improves user productivity through easy and quick functionality.

Epicor

Epicor is a fully-integrated solution designed to help small and medium organizations take advantage of modern-day opportunities and delivers on choice, flexibility and agility to drive growth. The ERP finds applications across a host of industries making it versatile and powerful. It comes with built-in analytics which can intelligently be used to streamline the business process. Epicor ERP is designed around a service-oriented architecture and is modular in structure.

The Importance of Data Integration

Information within your ERP and CRM is siloed, and to enhance the efficiency of data across these systems, you leverage Commercient SYNC, the #1 data integration platform for sales. Your sales team will be able to access important ERP data directly in the CRM, such as customer information, sales history, invoicing, terms, serial numbers, inventory, and much more. New sales, accounts and invoices are SYNC’d from CRM to ERP.

Yet another product from Commercient’s offerings is IoT Pulse which connects your ERP to over 1,100 apps to bring you all the advantages that internet integration offers. Apps include HubSpot, email, marketing systems, eCommerce, etc. This will set your data free, and automate certain business processes.

If you’d like to learn more about Commercient SYNC and IoT Pulse, please contact us today. For more information about ERP software systems, please contact our partner, Edgeware.

About the Author

Raj Adhi is a professional writer, editor and blogger. She has completed her Graduation in Chemistry and Masters in Journalism from University of Mumbai.

 

SYNC Demo integrate CRM ERP

The manufacturing industry is always changing and developing. Competition is always growing. Managing costs is always a challenge. The level of precision that goes into product development is unparalleled. With all of these difficulties, it can be challenging to establish a lean, efficient manufacturing environment and process.

Fortunately, a suitable manufacturing ERP solution can help make some of these day-to-day challenges a lot easier to tackle.

What is Enterprise Resource Planning (ERP)?

Enterprise Resource Planning (ERP) is the integrated management of core business processes (often in real-time) with the use of software and technology.

An ERP system integrates all the core functions of a business, such as manufacturing processes, sales, marketing, accounting and finance, reporting, etc., allowing the business to maintain a single database. ERP systems make it easier for order tracking, inventory tracking, revenue tracking, sales forecasting, and so much more.

Examples of Manufacturing ERP’s:

  • SYSPRO
  • Microsoft Dynamics NAV (Business Central), AX and more
  • SAP
  • Acumatica
  • Sage (Sage 100cloud, Sage 300cloud, and Sage Business Cloud Enterprise Management)
  • NetSuite
  • And many more

The Role of ERP in Manufacturing Industries

Manufacturing ERP software solves a number of challenges and provides invaluable benefits to manufacturers seeking to reduce costs, manage growth, streamline processes, and gain a competitive advantage.

ERP systems are tailored for organizations based on the number of employees or users, as well as industry. It’s important to choose a solution that will support the unique functions of your organization.

The Importance of ERP and CRM Data Integration

Many manufacturing companies leverage a Customer Relationship Management (CRM) system, such as Salesforce, Zoho CRM, or Microsoft Dynamics 365. And in the case of using manufacturing ERP and CRM systems, it’s better to integrate certain data, which can help you grow your company, become more efficient, avoid duplication, increase sales and more.

If you already have an existing CRM system, why not use Commercient SYNC to integrate your ERP data with a one-way or two-way SYNC?

Commercient SYNC, the #1 data integration app for sales, connects your accounting, sales and marketing systems. You will have a 360-degree view of sales, and your team will be able to improve your overall processes.

From ERP to CRM, your sales team will be able to access customer information, invoices, serial numbers, inventory, terms bill to and ship to addresses, and more. And from CRM back to ERP, Commercient SYNC integrates new accounts, orders, and much more.

5 Benefits of Using Manufacturing ERP Software

Time-saving

Manual, time-consuming processes are replaced by automated, streamlined ones. This saves time, and significantly reduces the potential for human error.

Increased efficiency and productivity

Because business processes are streamlined, all the company’s data is available in a centralized location for all personnel to access in real time, without any dependence on an individual or team. This improves efficiency and productivity and helps the business maintain its customer commitments.

Cost reduction

With one source of accurate, real-time information, manufacturing ERP software reduces administrative and operational costs. It allows manufacturers to proactively manage operations, prevents disruptions and delays, and promotes faster decision-making. The ability to track inventory accurately and integrate it efficiently with production planning also eliminates excess inventory and warehousing costs.

Flexibility

Most ERP manufacturing software systems are flexible and configurable. They are not a “one-size-fits-all.” They can be tailored around the individual needs of a business. ERP systems also have the ability to adapt with the ever-changing needs of a growing business.

Improved customer satisfaction

Accurate production planning, enhanced control over inventory, streamlined process scheduling, and coordination of distribution channels enable manufacturers to improve on-time delivery of products. Delivering products on time is critical to maintaining customer satisfaction. ERP solutions for manufacturing organizations offer data in real-time, so decision makers can get a realistic view of inventory levels at any time.

Businesses in the manufacturing industry are constantly striving to create new products and solutions for their customers, all the while trying to maintain costs and show a profit.

This makes it imperative for such businesses to have an integrated solution that can enhance efficiency, diminish costs, increase sales and profitability. This enables the organization to make accurate, informed and strategic decisions.

To learn more about manufacturing ERPs, please visit Edgeware.

If you’re ready to help grow your business by integrating your ERP and CRM with Commercient SYNC, please contact us today.

About the Author

Anna Kinnear is a Sage Financials Consultant at Edgeware, and holds a Bachelor’s Degree in Accounting Science from the University of South Africa. She has always had a passion for reading and writing.

 

SYNC Demo integrate CRM ERP

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.

Automation

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.

Flexibility

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

 

If you’ve already implemented a CRM system for your business, and you’re wondering why your CRM adoption rate is low, it may be because your salespeople dislike it. In this blog, we’ll uncover four reasons why your salespeople may not love your current CRM system.

It Doesn’t Integrate Well

One of the biggest reasons why your salespeople may not love your CRM is that it doesn’t integrate well with the tools they are currently using. Simply put, if your CRM does not integrate with the tools and platforms your team uses every day, your salespeople will be stuck having to switch between different apps and tools to see the full picture. This can be frustrating, time consuming, and can increase the odds of making a mistake.

The point of a CRM is to streamline your contact and data management, and you should make sure that you pick a CRM that integrates with your existing sales’ tools, including your ERP system, marketing automation system, project management system, and so on. You can integrate your CRM and ERP using Commercient SYNC, the #1 data integration app for business. And, if you want to integrate your CRM with your ERP and existing apps, such as email marketing, timecard, and more, you can leverage our IoT Pulse app.

It’s Time-Consuming

Another reason why your salespeople may not love your current CRM system is that they may feel it’s time-consuming. CRM should help save time and resources, but if it takes more than a few clicks for your salespeople to enter a new contact, it will be a time-waster rather than a time-saver, especially if it requires too much data entry and doesn’t auto-update.

A good CRM system will automatically update customer information in real-time and that won’t require sales reps to manually enter ridiculous amounts of data. And the good news is that systems like Salesforce, Microsoft Dynamics 365 and Zoho CRM will integrate well with your ERP using our Commercient SYNC data integration app.

It’s Difficult To Use

Unfortunately, there are some systems that are too rich in features, and are just plain hard to use. This is one reason why your salespeople may dislike your current CRM system. If the onboarding process is too difficult, and proper training is not provided by the CRM vendor, updating the system may feel like a continual nightmare for your salespeople.

Your sales reps want to sell, and the best way you can facilitate that is by deploying a CRM system that is user-friendly and easy-to-use.

It’s Not Customizable

Does your CRM offer some degree of customization? If not, this may be one of the reasons why your salespeople are not excited about using your CRM system. Customization allows you to ensure the CRM works exactly how you need it to. However, if setting up custom fields and steps is too difficult, then the CRM will be a source of delays, frustration, and confusion for your salespeople.

If you’d like to integrate your CRM with your ERP system, and all your other existing tools, visit our Commercient SYNC and IoT Pulse pages, and contact us today!

SYNC ERP and CRM

 

Enterprise resource planning (ERP) has become an essential part of the business world, and vendors are continuously creating less complex and more low-cost solutions. Therefore keeping up with the latest trends should be a priority as you’ll be able to get the best of out of your ERP solution. Here are some top ERP trends that every business should know about.

Mobile ERP

Who isn’t going mobile these days? With mobile ERP solutions, your salespeople can access data on the go, no matter where they are. ERP vendors are now looking into ways to build add-ons and extensions to integrate mobility and bring it to the forefront, as opposed to it being just a secondary option.

In addition, mobile-based solutions often prove to be more advantageous than non-mobile-based solutions. This is because they employees the ability to access the information they need in real-time, and collaborate with colleagues, on the move – using their smartphone or tablet. This is definitely an ERP trend that every business should know about and be on the lookout for.

Cloud ERP

You might already be familiar with cloud-based ERP solutions, as they serve to eliminate the cost of hardware, and are also more flexible to companies who prefer managing monthly payments. Cloud-based ERP solutions give you the ability to scale up if your business grows, and scale down as your business needs change.

Placing your ERP in the Cloud also reduces lag times between applications, and empowers you to see an improvement in analytics and reporting. Experts predict that the cloud ERP market will grow rapidly over the next two years. So, it’s important to keep your eye on this ERP trend.

Social ERP

Not only is mobile and cloud ERP part of major ERP trends to look out for, but also the concept of linking social media to ERP is gaining traction. Features like chat and message boards can facilitate better collaboration and social media integration across all verticals is becoming the norm.

Experts believe social ERP might fully come into play if users can let vendors know their exact demands and needs. It’s definitely an upcoming trend in the ERP arena that is worth keeping an eye on.

Two-Tier ERP

Two-tier ERP is another trend that is becoming increasingly popular. With this strategy, a company uses one ERP system at the corporate level, while allowing its divisions, business units, and selected departments at different locations to use a different ERP system.

This is especially beneficial for large enterprises that may be running different processes at different places. This serves to meet the needs of all locations and can reduce costs, as well. Installing smaller ERP systems several times can, for example, be cheaper than expanding one gigantic ERP system.

IoT Pulse

Another ERP trend that you should be aware of is integration. Many businesses are now taking advantage of the ability to integrate their ERP systems with all of their business applications using Commercient IoT Pulse.

IoT Pulse allows you to integrate your ERP system (e.g., Sage Live, NETSUITE, Acumatica, etc.) with all of your other business applications, including Slack, MailChimp, Asana, Magento, etc., to help you automate all your business processes. This is a trend that you certainly want to keep in step with. Also, please check out our Commercient SYNC data integration solution for connecting your ERP and CRM systems.

To learn more about how you can integrate your ERP system with all your business applications using Commercient IoT Pulse, check out our IoT Pulse page.

SYNC Demo integrate CRM ERP