ERP Integration With CRM: Why You Should Care

People discussing ERP integration with CRM

Last week, we talked about the crucial ERP integrations. So, we’ll dive into each one and why they’re essential. Today, we’ll talk about ERP integration with CRM.

These days, both systems are vital for most companies. Together, they can cover almost your entire operations. You can cover everything about finances and most marketing with them.

Why ERP integration with CRM matters

Our services are majorly about ERP implementation. Yet, we also offer Salesforce implementation. So, why do we care so much about CRM?

Naturally, CRM software deals with customers. But, each potential customer is a financial promise. Thus, linking your ERP and CRM systems can automate your sales registry considerably. The same goes for relating supply with demand for budgeting and forecasting.

The benefits of ERP integration with CRM

Now, where else can we find the answer but Netsuite? Basically, this link allows multiple departments to access more data. For instance, your sales department can assess a customer’s history. Likewise, finance departments can measure demand and commissions.

Let’s go through both systems’ benefits. That way, we can measure their combined advantages.

From ERP

  • Accounting and financial asset management.
  • Production and supply chain management.
  • Inventory, order, and fulfillment management.

From CRM

  • Extensive marketing and communication automation.
  • Streamlining customer service and contact centers.
  • Self-service portals for customers.

How to guarantee proper ERP integration with CRM software

Luckily, some ERP solutions have in-built CRM tools. But, we always recommend dedicated software. As such, you can leverage specialized features together. When integrating ERP with CRM, consider the following:

  • Software compatibility.
  • Feature overlapping (some features could be redundant depending on your software).
  • Data compatibility and conversion requisites.
  • Time and resources necessary for integration.

Now, we know it can be complicated. So, we’re offering free consultations for new clients. If you have any doubts, don’t leave without booking yours!

Topics:

Zero Point ERP Solutions

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