5 Reasons You Need to Integrate Your CRM and ERP Systems

Posted on: July 15, 2016 | By: Craig Thompson | Microsoft Dynamics CRM, Acumatica, Wholesale Distribution

Integrate CRM and ERP systems

ERP and CRM systems are becoming more and more common in today's global marketplace. While it might be easy to write off one system as more valuable than the other, understanding the value of both systems individually as well as integrated can work wonders for your organization. Through the integration of your ERP and CRM systems, your organization will be able to increase your overall ROI, improve visibility throughout your entire practice, improve customer service & contact management, as well as synthesize order management. CRM and ERP integration can help eliminate a lot of the redundant medial data entry and unnecessary business processes that your employees dislike. Still not sold? Below are 5 reasons why you need to integrate your CRM and ERP systems as quickly as you can.

 

Improved Contact Management

Through the integration of your CRM and ERP systems, users will be able to simultaneously access the contact and account information within both your ERP and CRM systems without having to toggle between screens. This will significantly simplify organization within your business, as well as make it easier than ever to keep track of prospects and clients without losing the critical information that you need to drive sales and seal the deal.

 

Higher Overall ROI

Getting a rapid turn on investment should be on the minds of every business in the market, thankfully with an integrated CRM and ERP system, determining your ROI is as simple as ever. The sooner the integration the better and can ensure a much simpler transition. Get the most out of your critical information so you can capitalize on every opportunity. Not to mention the fact that the technology available now to help make this change is quite inexpensive, thereby lessening expenses and enabling you to take advantage of the benefits sooner, rather than later.

 

Increased Visibility

Thanks to the wonderful world of CRM and ERP systems, your overall visibility into your businesses daily operations will greatly increase. Integrating your systems allows you to view many facets of your customers at once. Analyze buying preferences and payment history to give users a new insight into your consumer. Your marketing team will feel empowered by the prospect of more accurate and effective data and your sales team will be able to have access to real time information. Keep everyone on the same page without missing a beat.

 

Improved Customer Service

Customer contests are a popular way to stay up to date with consumers and keep engagement high. However tracking and implementing these customer engagement tools can be time consuming and tedious. Luckily, with an integrated system users will be able to link social media activity to your system, stay up to date with customer compliments and complaints, as well as be able to access their billing information/tracking information. With a CRM and ERP integration, customers will feel as if their time is valued and employees will be able to confidently deliver the information they need.

 

Streamline Sales Processes

Streamline your direct and distribution sales channels without any miscommunications . If your CRM system is integrated correctly, it should be able to support both types of selling that your firm uses every day. This is necessary if your company is going to be able to effectively turn the proposals generated within CRM into actual orders that are tracked through ERP.

 

Integrating your CRM and ERP systems is an integral step in the success of any business. This process can reap many benefits for your business when done correctly. Want to learn more about how this new integration can help your business grow? Contact Logan Consulting, your Chicago based ERP and CRM experts to schedule a consultation.

distributors benefit from erp software



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