Access from One Centralized Location
As we all
know, customer data is commonly stored in both CRM and ERPsystems. However, managing this information that is available at two
different locations and keeping it up to date can be a difficult task. A better
way to handle customer information that drive success is to keep your data in one
place. ERP integration with
CRM will enable you to have a single, central database of customer data.
Any customer
record updated in one system is automatically updated at other location,
thereby keeping the data consistent throughout the organization. It eliminates
the time consuming task of entering duplicate data.
Simplify Quote to Order Process
Converting a
quote to order is just a mouse click away. This can work wonders to enhance the
efficiency of your sales reps. So any quote from CRM can be easily converted
into an order in the ERP with just a click of a mouse. There is no need to
manually enter data in multiple systems in order to keep track of quotes and
their corresponding orders. Thus, CRM integrationwith ERP can certainly help to streamline operations between both
the systems.
Boosts Productivity
Integration
helps to share and synchronize data from CRM and ERPsoftware. Information flows seamlessly and in real time across all
departments. This will not only simplify your business process but will also
allow you to run your business better thereby giving a major boost to overall
productivity.
Provide Excellent Customer Service
Using an
integrated system will enable you to provide better customer service. You will
be in a position to respond to customer queries in real time. This in turn will
help to resolve customer issues in a timely manner. As all the information is
available at a centralized location, it will become much easier for your team
to speedily resolve queries.
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