The idea of CRM and ERP integration is to make sure that your customer records are up-to-date, organized, and accessible by all the departments in your company. This way you will be able to provide a better service for your customers because you can work with their data more efficiently.
With the help of ERP integration, you can import customer information into the CRM system from various sources like email marketing databases or other business applications, which makes it easier for everyone on staff to access this info anytime they need it.
You’ll also have an accurate history of all interactions with each customer stored in one place so that if there’s ever any confusion about who did what when it comes time to create quotes or invoices, things won’t get lost in the shuffle.
What is CRM?
CRM integration is one of the most important parts of a CRM strategy. If you want to increase efficiency and decrease costs, it’s imperative that you integrate your CRM with other programs. In this blog post, we will discuss how to successfully do so!
What is ERP?
ERP Integration is a cloud-based ERP system designed to help small and medium-size business (SMB) owners make better decisions. It provides them with the right information at the right time for their operations, helping them reduce costs, increase profitability and achieve growth.
Why do you need to Integrate CRM and ERP?
The golden rule of CRM is that no data should be entered more than once, which means it’s important to make sure that information from your customer records is updated in all places where necessary – on your website, in your marketing automation platform, and in accounting software. ERP integration will automatically synchronize data between different business applications so that you don’t have to update every database by hand.
Plus, if there are any changes made to existing customers’ profiles or newly-generated leads added to your system, this info will be updated across all platforms immediately. All of these updates can be done free of errors since they’re automated and based solely on pre-defined rules set up for each task.
Salient Features of ERP and CRM
The other great part about ERP integration is that you can specify which types of interactions with customers should be recorded as activities in CRM. For example, you might want to keep track of all the phone conversations your team has, but have those who follow up via email manually update their notes instead.
So, if a customer calls to complain that they haven’t received a purchase confirmation email yet, it will be easier for them to get a hold of someone on staff and resolve the problem because you’ll have a record of this phone call saved immediately after it happens. And if any information from these chats needs to be passed along to another department or included in reports, there’s always an accurate record so nothing gets lost or forgotten along the way.
It’s also important to remember that your CRM should be used as a tool for better communication with the customer rather than just an address book. That means if you’re working on closing deals, it isn’t enough to just save information about them in the system and forget about it.
You should always make sure you touch base with each lead regularly even after they become customers so there are no misunderstandings or unnecessary delays in delivering their order – someone might have given you the wrong email address, for example, which is why they never got emails reminding them of upcoming payments or letting them know their package has been shipped.
If this ever happens, it’s best to be prepared and let them know immediately by phone call or by sending another email. You can also use your CRM to send personalized promotional offers and product updates over time in order to encourage customers to make a repeat purchase.
In short, a good ERP integration will give you a lot more than just data- it will also help you increase the number of return purchases because, after each interaction with your company, customers will feel valued and appreciated. This is why CRM integration makes it easier for every department within your company to work together toward achieving common goals.
Since customer information is synced across all platforms, different teams don’t have to waste their time double-checking facts about contacts or keeping track of what has already been done – this way they can focus on resolving issues that are actually related to their job instead of wasting time collecting information.
ERP integration also means that any changes made to customer profiles or data added by your team will be automatically saved into the CRM database so you don’t have to worry about input errors or lost info. The best thing about integrating these two systems is that it makes it possible for your business to streamline processes even further by automating all of them, meaning there’s always an accurate record of each interaction with customers (or leads) which can easily be passed along to different teams within the company.
If you work in sales, you’ll never miss out on closing another deal because someone accidentally deleted a phone number from your system; if you’re in marketing, this means there’ll always be an up-to-date list of leads who could potentially be interested in your products or services;
The key thing you should remember is to start with the customer experience. This goes back to how online shopping works – if someone ends up having a bad time interacting with your company, chances are they won’t come back for more.
That’s why it’s important to make sure any changes made within one system automatically sync across all platforms so there are no delays or misunderstandings that might lead to an unsatisfactory customer experience.
And even though this can seem like unnecessary work at first because everyone just wants to get their job done as soon as possible, this type of integration will help save time and increase productivity levels in the long run because everything you need will be right where