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Seven Reasons to Integrate Your CRM with Your ERP

2018-12-03T23:45:12+00:00 October 23rd, 2018|ERP Integration|

Can your CRM be integrated with your ERP?

Absolutely, and that integration can improve your business in several different ways while it allows more of your employees to access crucial information.

In this post, we’ll outline seven of the top reasons to move forward with this type of integration.

1)  Improved Customer Satisfaction

An ERP and CRM integration will pull the data from your CRM, ecommerce processes, orders, marketing, accounting, and other departments. When more of your employees can see all that information, they can satisfy customers more quickly.

For example, your salespeople can see the progress of production and work to avoid a late delivery that might have happened otherwise. Your customer service representatives can see customers’ past orders and can contact them about reordering before they run out of a product.

Employees can also see developing trends in customer dissatisfaction with products, pulled from several systems, and follow up with customers to get specific ideas for improvements.

2) No More Duplicate Entries

When employees have to enter the same information into different systems for different departments and processes, data entry errors can occur. Errors in customer information can lead to orders going to the wrong address and other problems. Plus, duplicate data entry is more work.

An ERP and CRM integration means a single entry of customer data goes to all your departments. Each team gets the current information to use in their processes.

3) Make Business Processes More Efficient and Rapid

CRM-ERP integrations can also cut down on administrative work. Employees spend less time verifying that ordered products are in inventory, updating purchase information in multiple systems, and reconciling order details with a payment system.

Data integration creates fewer chances for human error, and your staff can spend more time serving customers and practicing their core skills. If your business is growing, you’ll need these more efficient processes that can scale easily.

4) Improved Forecasting

Businesses need accurate forecasting to serve their customers better. An ERP and CRM integration can let all your employees see a big picture of your business through data.

Employees on your production team with access to your quote system can forecast how much they’ll need to produce. Employees in your sales, inventory management, finance, marketing, and other departments can all look at the same data to see trends and to plan new products or services and relevant marketing.

5) Improved Communication Between Departments

Integrating your CRM and ERP systems helps all your departments work as a team. Imagine everyone being able to see customers’ order history, account standing, feedback, and requests from other departments.

For example, a production area won’t be surprised by the high volume from the sales team when they can see transactions in real time. Also, executives will see the performance of various departments and be able to make better decisions.

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6) Improve IT Reliability

If your ERP and CRM integration creates a single system, IT’s work becomes easier and more reliable. Your IT team only needs to update, fix, and maintain one system. Your IT team can become an expert at that one system.

A single system also keeps all information in one database, which is easier to maintain. Plus, the team can track fewer licensing and end-of-life issues. The system also becomes more reliable for employees and customers.

7) Efficient Business Expansion

When you have just one efficient system, you can roll it out to new locations quickly as you grow. It’ll let you open up new areas of business quickly and add them to your existing reports and forecasts. Your employees at all your locations will also be able to see and react to new customer demands and trends right away.

The bottom line is that an ERP and CRM integration helps your bottom line. It helps you serve customers better, sell more products and services, and reduce your costs. It also makes life easier for you and your customers, while it helps increase your profits.

Get in touch with us today to learn more about getting these results with DocInfusion.