Skip to main content

What Are the Benefits of Integrating ERP and CRM and How Can Your Business Benefit?.


 In a highly competitive market, customer loyalty is essential to maintain your margins and ensure the long-term success of your business. There are many strategies to build brand loyalty. However, you may not realize that the integration of your ERP and CRM solutions is an essential step to create and retain loyal customers.

At a high level, the integration of ERP and CRM software module allows your employees to provide fast, informed and more personalized customer service. You can reduce inconsistencies between sales and inventory, increase the accuracy of offers, reduce manual data entry, and increase the information available to each customer. Integration means gaining 360-degree visibility of your customers and providing an experience that will help you stand out from the competition.
Traditionally, ERP and CRM solutions have been viewed as two separate systems for separate functions and you may think that integration is not worth it. However, we would like to share some of the substantial key benefits that our customers benefit most from integrating their systems.

Why should you consider integrating ERP and CRM:
1. Precise estimate and inventory/order
When salespeople can access inventory and current product prices in real-time, they can provide more accurate quotes, lead times and shipping dates. This level of consistency and precision is the key to building satisfied and loyal customers.
2. A deeper understanding of purchasing behavior and trends
As a business, you want to offer products that meet customer needs and improve their lives. When the sales team can view information such as order history and customer calls, it can proactively anticipate customer needs and deliver the right products at the right time.
3. Improved budgeting and forecasting
When ERP and CRM financial data are linked, forecasts can be easily adapted to demand. Prevent excess inventory or bottlenecks, improve delivery times, plan customer trends and ultimately increase customer satisfaction.
4. Empower each employee to help your customers
When employees in your company can see the full picture of the customer in real time - call history, settings, orders, service requests, contracts, solutions and other information - they can work together seamlessly to help customers. This requires consolidated and centralized information between your systems.
5. More sales opportunities
By understanding customer order history, salespeople can have the benefit of up-selling or cross-selling. In addition, salespeople can use machine learning with modern business intelligence tools such as predictive analytics to get automated and targeted recommendations.
6. Invoicing and accelerated payments
Fast and accurate invoicing strengthens the company's credibility by demonstrating consistency and making your customers' work easier. When your ERP and CRM are integrated, you can automate your cash quota process.
7. The personalized customer experience from start to finish
With the full the transparency offered by integrated CRM and ERP, you can provide customers with what they need, when they need it, on the channels they prefer. You can even create self-service portals for your customers. This level of personalization is a strong path to loyal customers.
Sunbridge Software Services Inc. specializes in helping customers achieve their strategic goals through innovative, efficient and integrated solutions. Contact us to learn more about our experts on how to build customer loyalty and achieve your long-term goals.

Comments

Post a Comment

Popular posts from this blog

Upgradation of Customer Relationship Management Solution

There are two unique ways to improve your current CRM (Customer Relationship Management) Alternative: Update or reimplementation. You may assume that the end results of the two paths is going to be exactly the same. But there's a distinction. Choosing the best path according to your organization's processes and goals can make a large difference. CRM Reimplementation Reimplementation refers to the The process will include reconfiguring security arrangements, entities, workflows, business rules, reports and dashboards, integrations, and plug-ins. You will have to migrate information from the old to the new edition. For your migration to work, thorough cleaning of data is necessary. That means more upfront attempt for your employees. Regardless of the added job of data Migration, there are scenarios in which reimplementation makes more sense: · It is time to reconfigure your whole system, clean your data, and change your CRM format. · Your business procedure...
Post a Comment
Read more

How to Deploy Dynamics 365 Business Central In A Manufacturing Location

For manufacturers, efficiency and flexibility are crucial for processes that are smooth. As the leading supplier of Enterprise Resource Planning (ERP) in the production industry, Microsoft has taken these vital factors into account using its Dynamics 365 Business Central solution . Business Central is gaining ground by focusing on business intelligence and process improvement. Business Central can play a part in a manufacturing or assembly environment. Listed below are 6 Ways Business Central may be used to boost your assembly/production processes in a production environment: 1. Ability to store and control the surroundings In situations where the subassemblies are built-in inventory for use in procedures with raw materials or other subassemblies to make a final product, the system can be configured as follows: ·         The sub-assemblies can have an assembly policy for warehouse manufacturing in which the replenishment system takes an accoun...
Post a Comment
Read more

Microsoft Dynamics 365 details

Functionality / Modules  among  Dynamics 365 Enterprise Microsoft Dynamics 365 , a cloud-based application  expertise   supported   a typical   information  model  permitting  Microsoft's current CRM and ERP cloud solutions to be deployed in one cloud service with new role  primarily based  subscriptions. The Dynamics 365 apps  are  designed  so that they   may be   simply  and  severally  deployed. Your business  will   begin  with the apps  you wish , and as your business demands,  you'll be able to  adopt  further  capabilities with ease as all the apps work  along . The  purpose-made  apps  facilitate  manage specific business functions like field service,  client  service, and project service automation. Dynamics 365  may be  purchased in  many  ways:  the most   classes   e...
Post a Comment
Read more