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.
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.