Top 5 Signs You Need To SYNC Your ERP and CRM

5 signs you need to SYNC your ERP and CRM

Long workflows, processes, wait times and strained employees – even if it’s only one of these, well, it’s a sign. A sign for you to start syncing your data between your ERP and CRM software.

Not only the above mentioned, research by Hewlett Packard Enterprises (HPE) shows that the average organization’s data maturity level is 2.6 on a five-point scale. Low data maturity prevents organizations from growing sales as companies are unable to create value from data.

Storing data is not enough. It’s what you do with the data that makes the difference and helps your company achieve goals and increase ROI.

SYNCing your data helps you in fixing these problems by breaking down the data silos and increasing productivity.

Still not convinced? Let’s dig into more of the red flags which indicate your business needs a sync between your ERP (accounting and operations) and CRM software.

Top Signs to SYNC Your ERP and CRM Software

A Constant Battle with Inefficiencies

Would you like an updated sales report (long) before the next quarterly meeting? If you need to wait extended periods of time to create valuable insights from your data, that’s not a rosy picture.

And by the time you make some impactful decisions from the extracted reports and analysis, they turn out to be redundant. Maybe some customers stopped buying from you, and by the time the report is in your hands and you or your team gives them a call, they’re already buying from a competitor.

The event might have already happened. Or you had to face the turbulent times without any help from all the apparent valuable data.

Similarly, if in daily business activities, your customers are put on hold to answer a few simple queries, it does not create a pleasant experience.

Not to forget the opportunity costs of these inefficiencies (that goes way beyond the monetary value).

But you can resolve these and other issues affected by lack of access to key information by SYNCing your data across systems.

Lack in Productivity

Your team works around the clock, yet the targets and sales quotas are unmet. Your sales team isn’t generating the expected revenue, your accounting team isn’t providing the financial analysis on time and so on.

Because all of them are stuck in manually entering data in either your CRM or ERP, with a high potential of errors.

Additionally, manually adding and managing your data means high chances of data bloat because of duplicates across systems.

If your business is facing these issues, it’s time to SYNC your data.

Customers are Unhappy

Your customers are being contacted through different channels by your sales and/or marketing teams making them frustrated. There are delays in receiving the required information or response to their queries.

Or different members of sales or marketing keep contacting them for the same information.

All this leads to poor customer experiences and huge losses for your business.

It’s a sign to save your brand image. You can: by syncing your ERP with your CRM software through data integration companies like Commercient SYNC.

Company Culture is Affected

Each department is working on its own. Do you feel there is a disconnect? Do the different departments need to align their activities? Are there employees who feel less empowered? Do your employees feel they are not part of something big and lack enthusiasm?

If these questions make you nod in agreement, then it’s a major wake up call for you to integrate your data between your ERP and CRM software.

Because integrated data aligns all your departments and makes your business work as a big single unit. Your employees feel more connected to your company as they can see how their work is impacting the whole organization.

Lack of Business Forecasting

You are tied up in the age-old method of reporting where all your data is extracted, transformed, and then made into a proper report for you to make a business decision. You wait for days, sometimes weeks for the reports to plan and predict accordingly.

However, the business world and markets keep fluctuating and changing. Thus, you are unable to do accurate forecasting due to delayed reporting.

You need real time reporting and access to data to make informed, up-to-date decisions. It’s a big sign for you to integrate your data across systems.

It’s Time!

Time for you to take the next steps and start planning your path to SYNCing your data between your ERP and CRM software. You need to get in touch with data integration companies like Commercient SYNC and schedule a demo. You can also talk to one of our representatives. Save your business from these problems today.