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CRM Integration for Improved Business Management

CRM Integration

CRM Integration

CRM and ERP Software Integration for Effective Business Management

ERP and CRM software integration advantages

ERP and customer relationship management (CRM) software can be integrated to streamline business processes and increase productivity

Today’s business environment is more complex than ever thanks to the proliferation of consumer data generated every day. Without proper handling of customer data, forecasting, decision making, and ultimately sales and purchase will suffer.

A satisfied customer is the most valuable asset to any business, but how can you build profitable customer relations while addressing these challenges?

These issues are typically addressed by businesses purchasing separate enterprise resource planning (ERP) and customer relationship management (CRM) tools. CRM deals with front-end information, such as customer interactions, sales tracking, pipeline management, prospecting, and marketing campaign creation and evaluation.

It helps businesses manage their relationships and sales pipelines, upsell and cross-sell products, and understand prospects and clients. However, ERP software handles critical backend processes, including

  • purchase history,
  • billing and shipping details,
  • accounting information,
  • financial data, and
  • supply chain management details.

Although separate systems might seem easier to manage, integrating them into one software will streamline business processes and boost productivity.

A unified system increases order-to-shipment times by 23% and provides inventory accuracy of 97%. And considering satisfied customers are the most valuable asset of any business, imagine the benefits of a unified system. Here are some of the key advantages of ERP and CRM integration.

First, why is ERP/CRM integration so important?

ERP and CRM systems are typically purchased and deployed separately. It will be challenging to keep your ERP and CRM systems synchronized, however, if they have their databases.

When this is a manual process, you will encounter slower operations and an increased risk of database errors. And if you wait for a database to update before you can process it, it is time taking.

Your customers from every angle

What is your business’s level of customer knowledge? The biggest advantage of ERP and CRM integration is that you get a holistic view of your customers. From sales and support to finance and accounting, these systems give you a complete picture of your clients. For example their buying habits, order history, and general needs.

Giving you a better understanding of your customer base is advantageous. Doing so can also help you build lasting relationships and identify areas of potential growth. Better data means better analytics and reporting, so you can track changes in customer preferences, profitability, and loyalty.

Mobility increases

When your sales team is in the middle of crucial customer interaction, having access to customer inventory and orders as well as product and pricing information will help them to close deals more efficiently – they need up-to-date information during the interaction, not afterward.

Using an ERP system like Pegasus, a sales team can view a customer’s credit limit, current balance, outstanding invoices, and previous orders placed, allowing them to get an overview of the customer’s purchasing history.

Streamlined information also makes it easier for employees in different departments to collaborate since everyone is on the same page with streamlined information.

A real-time view of all critical business operations can assist managers in making better business decisions.

Management of orders, inventories, and quotes improved

ERP and CRM integration can enable businesses to convert proposals (created in the CRM) into actual orders (executed and tracked in the ERP system), reducing time spent on data management and increasing efficiency. Additionally, the sales team would have enhanced visibility into order status updates for customers and easy access to make necessary changes if necessary.

In addition, sales representatives can retrieve updated pricing information from the integrated ERP system while quoting for a prospect/customer in CRM.

Reduced training and IT overhead

Companies spend an average of $1,208 on training per employee every year, and spend 31.5 hours a year training their employees – that’s a significant amount of money and lost time.

By combining ERP and CRM on a single platform, IT costs are reduced as there is no need to maintain two separate systems.

The staff may be reluctant to adopt more than one piece of software, especially if it requires extensive training. It can be challenging to use both ERP and CRM at the same time, resulting in low adoption rates after implementation.

Using these two programs together simplifies the process of gathering and analyzing data – employees can quickly become familiar with a single piece of software and learn how to use all of its features.