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blog | May 15, 2015

Three Important Areas of CRM & ERP Integration

Considering the amount of time and money invested into a CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software, it seems like having these two integrated would be...

By WorkWiseSoftware

Considering the amount of time and money invested into a CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software, it seems like having these two integrated would be a key factor in evaluations. However, many companies do not buy both from the same vendor for a variety of reasons. When this occurs, a customization to integrate the two becomes extra time and money for the company. However, it is generally worth the ROI and the ease of use is far better. When integrating the two, here are three important areas that you should consider integrating:

1. Contact and account information is centralized

Both systems already store this information, so why not make it centralized and remove the need for double entry and lessen the chance of human error?

2. Job tracking available in both solutions

Sales reps can use the integration to see a live bill of materials and where jobs are in the process so that when quoting or checking in with a customer, they can have up to date information to make sure the quote to order process and any updates with a customer go smoothly and accurately.

3. Streamlined Quote to Order Management

By integrating ERP and CRM software, a quote can be generated from CRM into an actual order, where it can be traced through the process. This allows the reps to see any updates made so they can alert customers if anything changes.

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