What Makes A Successful ERP To CRM Integration?

Let’s get one thing straight: if you’re considering integrating your ERP and CRM data using an application like Commercient SYNC, one of the most important questions you can ask your sales rep is, “What makes a successful ERP to CRM integration?”

Integrating your ERP (which helps you manage finances, inventory, receivables, and so on) with your CRM (which manages relationships, upsells, support, and more) will provide dramatic ROI improvements.

It will automate business processes, provide greater insight into your customer base, and increase data accuracy. So it’s certainly a smart choice to make.

But when you’re asking what makes a successful ERP to CRM integration, you should expect at least four things to come up in the conversation. All of which will be a sign that the application you’re leaning towards will result in a successful integration.

Four Signs Your ERP To CRM Integration Will Be Successful

  1. Account and contact information integration. Both ERP and CRM systems are full of account and contact informationyour ERP holds all your billing and accounting addresses while your CRM is focused on prospect and sales/support information.

    The integration solution you choose should address the different business rules of each system and support changes like custom fields.
  2. Product integration. Once the data has been synchronized, if done correctly, you should be able to view all of your ERP data in your CRM. For example, Commercient’s SYNC for Sage and Salesforce replicates the data between your Sage ERP and Salesforce.

    Once the application has been deployed, you can pick and choose which data objects you want to view in Salesforce. Our SYNC app works with a multitude of other ERP and CRM systems. Find your Commercient SYNC app.
  3. Provide sales reps with visibility. A successful ERP to CRM integration solution will provide your sales reps with visibility into order status, as well as the ability to make and track changes as needed.

    You want an application that will sync the data you need the way you need it so that your reps can make more informed decisions and improve customer satisfaction.
  4. Order and quote management. This is crucial for companies who are going to turn proposal generations into actual orders especially since proposal generations are created in CRMs and ERP systems are used for executing and tracking the actual order.

Now that you have an idea of what a successful integration should result in, try and imagine what a lack of proper ERP to CRM synchronization could mean for your business. It’s not pretty is it?

When you’re considering integrating your ERP and CRM, you’ve got to figure out which objects are critical to the success of your business, and what your team needs visibility and access to.
Contact a Commercient SYNC expert to learn more about implementing a successful ERP to CRM integration for your business.