If you’re looking to streamline business processes and boost productivity, consider integrating your enterprise resource planning (ERP) and customer relationship management (CRM software) systems. Doing so will help remove data silos in your organization and optimize operations to enhance efficiency.
Let’s take a look at three remunerations of merging your ERP and CRM software.
How well do you know your customers? One of the biggest advantages of CRM and ERP integration is that it gives you a complete view of your customer. From prospect to sales and support, to investment and accounting, together these systems provide complete visibility into your customers’ needs, buying habits, order history, preferences, account standing, etc. Not only does this knowledge give you better insight into your customer base, it can help you build lasting relationships with customers and resolve where there is potential for future growth. It can even help you anticipate your customer’s needs before your customer does.
A CRM and ERP solution that is fully integrated gives your employees the capacity to access important information in real-time. Without it, your employees are less efficient and your customers will pay the price. For example, when a customer contacts your call center with a simple difficulty about the status of an order, your call center representative should not have to go into different systems to access that information or inquire with other employees. A fully integrated ERP and CRM solution empowers your employees with access to the information they need exactly when they need it. With the touch of a button, they can retrieve inventory levels, shipments, customer financials, order history, returns, payments, pricing, etc.
In the past, without an integrated solution, many business processes were manual and prolonged. However, a key benefit to merger your ERP and CRM software is enhanced productivity through streamlining processes and automating workflow. Additionally, an integrated solution cuts down on the amount of duplication of data entry tasks.