CRM-ERP Integration Can Streamline the Customer Journey

Posted on: November 30, 2021 | By: Rosie Gill | Acumatica

CRM and ERP softwares are two vital products for any successful, growing business. Each solution has a special focus for business operations, but both softwares play large roles in helping companies operate smoothly and efficiently on a day-to-day basis.

CRM is short for Customer Relationship Management, and gives companies insight on their customers, whether they are leads or clients, and has many different modules for managing and growing this customer base. 

ERP stands for Enterprise Resource Planning and is essentially a one-stop shop for common business processes, like finance, HR, manufacturing, and more. It gives companies a centralized platform to house and connect every aspect of their business. Cloud ERPs are especially useful because of the ability of users to access the software from any location at any time, allowing for constant connectivity.

A software that has both CRM and ERP functionality can yield astounding benefits for a business’s customer journey. When a user is able to utilize CRM modules alongside pertinent and accurate company information, the relationship between company and customer becomes stronger because team members are able to address any customer concerns or needs with relevant information in a timely manner. 

Acumatica Cloud ERP-CRM

Acumatica Cloud ERP has a fully integrated CRM solution that promotes connectivity and communication throughout the organization because everything is streamlined through one single database. Moreover, the fact that this software is cloud-based allows for remote access, meaning team members have access to accurate information at all times. 

Sales team members rely on accurate information when getting in contact with customers. Through Acumatica, users can reach out to clients while viewing the customer’s unique information, improving the customer experience by making the process much smoother. Moreover, marketing and designing a customer journey becomes much more comprehensive when combining company data with customer information and feedback.

If you are interested in learning more about how the customer journey is maximized when CRM and ERP are intertwined with one another, check out Acumatica’s e-book on the subject found in this blog post.

Next Steps

Having a modern, comprehensive ERP software can yield increased efficiency and boosted growth for your company. If you would like to find out more about the various benefits and features of Acumatica Cloud ERP, contact an expert at Logan Consulting today.

 



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