Four Ways Small Businesses Win With Connected ERP and CRM

Integrated May 10, 2017

Integration is a process that brings together separate hardware and/or software solutions onto one platform to ensure an agile, connected system that can help organizations be more efficient. There are many benefits of integration and when it is all about cloud-based software, the prospects are even more promising. If you are really looking for a streamlined business process along with boosted productivity, think about integrating your cloud-based software like Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). Since both the systems are considered lifelines of any business, combining them ensures extreme competency and collaborative strength. This article will discuss four key benefits of integrating ERP and CRM.

360 Degree Customer View

Do you know every touch point of your customers? The biggest benefit of integrating your ERP and CRM is that together they can provide a 360 degree view your clients. The connection of the two systems empowers gives you an overview of sales and support, prospects, finance and accounting and more all from one platform. Together they offer complete visibility into a customer’s every touch point including buying habits, needs, preferences, and account standing. ERP and CRP integration gives companies better insight to their customer base by building a longer-term trail of client relationships, which in turn helps project potential growth patterns.

Unified Business Process

Isolated business processes can affect productivity because they take considerable time and effort to carry out manually. Unified business process along with automated workflow are key benefits of ERP and CRM integration. By connecting your ERP and CRM the solutions will automatically sync in real-time, saving your business precious resources and helping avoid the headache and confusion associated with duplicate data entry.

Real-Time Access Information

Real-time access to critical data is crucial for stronger business insights. Otherwise, the potential lack of efficiency can negatively impact customers, putting valuable relationships at risk. For example, when a client calls a customer care with a simple question, the customer care representative should not need to go to separate systems to locate the correct information. Integrating your CRM and ERP ensures quick access to important information which helps serve your customer in the best possible way. Complete ERP and CRM integration allows employees to get access to information on shipment, order history, payments, returns, and pricing in real time.

Increase Profit Margins

Full integration of ERP and CRM encourages departments to work together in a more streamlined manner. Unified information simplifies processes to keep everyone on the same page without any hassle. Employees can easily check all business operations with unified data which can increase overall productivity and sales.

Developing Forward

Integrating ERP and CRM solutions may not be easy for all businesses for a number of reasons including separate architectures or the lack of standards for transferring data between the two. But many of those hurdles can be avoided by using a unified vendor for both products. Once you successfully unify both the systems, it will be easier to upgrade all software at once and you can begin to see the positive impact it can have of your business from connected departments and happy customers all the way to increased profit margins.

Chris Mayo-Smith

Chris worked on numerous ERP implementations spanning many verticals, including manufacturing and wholesale and distribution. Worked with B2B and B2C customers in providing successful implementations

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