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blog | August 01, 2014

Integrating your ERP and CRM systems

Integrating your ERP and CRM environments gives you a single, complete view of all customer communications. ERP and CRM systems both work by recording contact information and account information...

By WorkWiseSoftware

Integrating your ERP and CRM environments gives you a single, complete view of all customer communications. ERP and CRM systems both work by recording contact information and account information from customers. When data is constantly being added and updated in two systems, errors occur more frequently, and can even be left out. It also takes twice as long to update customer records. When the two systems are synchronized, these errors can be eliminated and the process becomes more streamlined.
Integration between the two systems also helps you fulfill orders in real time, because whenever an opportunity closes in your CRM system, it will automatically trigger the ordering and shipping process in your ERP.
CRM and ERP integration helps sales quote correct prices by giving them access to the latest pricing updates from the ERP system.
Sales reps also generally don’t use CRM systems as often as they should if it isn’t also synchronized with their ERP system. This reduces the amount of benefit you get from your investment in eh first place.
Integrating your ERP and CRM environments can help make both systems become more effective by reducing data errors, and improving overall efficiency and organization.

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