Benefits of CRM and ERP Integration

CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software are effective business tools. CRM is in charge of sales, marketing, and customer service data. It manages customer interactions, sales monitoring, pipeline management, prospecting, and creating/evaluating marketing campaigns, among other things. 

Manufacturing ERP, on the other hand, is in charge of the back-end procedures and internal data. Order placing, tracking, billing, shipping, accounting, and supply chain information are all handled by it. Despite the fact that each are unique in what they do, there is overlap, and it is worthwhile to invest the extra money to fully integrate them. The following are six reasons why:

1. Accounts and contacts are centralized

Instead of having to look at the same account in two distinct solutions, you can access all the details for one account in one place by integrating customer relationship management with ERP. This will also save time when entering data. Instead of changing accounts/contacts in two different systems, you will only have to do it once.

2. Data Duplication Reduction

If you have ever utilized an automated solution like ERP or CRM, you are aware that duplicate data is a major pain point for software users. Customer relationship management software stores customer-centric information and sales KPIs, whereas enterprise resource planning software focuses on invoicing and shipping data.

3. Better forecasting and visibility

Sales reps in a large B2B company need to be able to access data in the enterprise resource planning system. Sales reps must frequently check on the status of orders, make changes, and monitor the development of orders and accounts at all times, among other things.

4. Interdepartmental Cooperation

The capacity to operate across departments and without department silos is a fundamental benefit of both enterprise resource planning and customer relationship management software. Departments are completely separate from one another in a siloed corporate strategy, which discourages collaboration, makes data accessibility difficult, and data duplication widespread.

5. More convenient quoting and ordering

Without having to switch systems or re-enter data in various places, a sales professional will be able to take a proposal from CRM and turn it immediately into an order in the ERP system. This will save time and increase the efficiency of the company. Additionally, sales reps would have better visibility into an order’s status/progress for client updates, as well as fast access to make changes if necessary.

6. Accurate quoting and inventory management

With the connectivity, a sales professional can access the ERP to check the company’s inventory and current costs in order to provide the most accurate quote. They can use the CRM to factor in things like promotional and discount pricing. The information is then used to create a considerably more accurate quote and, as a result, a shorter timetable from quote to finished product.

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