CRM and ERP Integration Increases Efficiency

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Growing businesses can often work on two different islands of information: financial and sales. Enterprise Resource Planning and customer relationship management systems are usually purchased separately, but integrating the two can bring a greater level of unity to the company.

The investment is worth it
CRM and ERP software work well separately. When their processes are put together, however, the full amount of their efficiency can be realized. While ERP solutions operate to streamline financial functions, CRM systems help businesses collect and use customer information.

The systems seem like two different sides of a coin, but imagine a collaboration between the two. The ability of an ERP solution to share information throughout a company paired with the collection of knowledge on customers the CRM software has stored could help increase the efficiency of the marketing, sales and finance departments of a company.

The assimilation of ERP and CRM solutions will provide businesses with a better picture of their customer’s interests, possible future purchases and past buying history. In addition, every level of a company can access to that information for strategy. Using the ERP system’s ability to disperse information throughout the enterprise, the data promotes more interaction between those directly selling to the customers and the product developers.

Greater efficiency is a plus
With the systems’ alliance, the need for data recapture or a costly interface is obsolete, according to Jeremy Waterman, managing director of Sage ERP Middle East and Africa.

With everything at the touch of a mouse, there are fewer channels to search through for important information. A sales representative would no longer need to call a finance manager or open a new system with questions pertaining to a customer’s credit card statement. Instead, all the data would be available through one, dual-purpose system.

The implementation of an integrated ERP and CRM system can help connect information that was once kept separate. With greater consolidation of data, companies can increase efficiency and productivity and eliminate the confusion that comes with hosting two kinds of information solutions.