Achieve Your Goals with an ERP-CRM Integration

Integrations are meant to solve problems. Connecting your software shouldn’t happen for no reason; it should be transforming your business so that you see tangible solutions to your greatest challenges. While there are many goals that an ERP-CRM integration can resolve, here are a few of the most common objectives companies can achieve with the right integration.

Boost Sales Revenue through Upselling and Cross-Selling

Increasing revenue is one of the most common and desirable goals for businesses. Sales is typically sent to seek out new customers, while existing customers may be vaguely under the responsibility of multiple departments that are all reluctant to have a conversation encouraging upselling (the purchasing a higher tier product/service) or cross-selling (the purchasing of a related, but separate item/service from the one they initially wanted to buy from you).

As anyone on a Sales team can tell you, pitching to new customers is hard. The odds of selling a product to a new customer are only about 5-10%. In contrast, the likelihood of selling to an existing customer is 60-70%.

You can empower your team to be better at upselling and cross-selling by giving them the necessary data to impress customers. An ERP-CRM integration gives your team the complete picture of each of your specific customers: what they have purchased in the past, what organizations in the same industry buy, trends in their historical purchasing data, in addition to that company’s specific goals for their industry. By combining this information from both your ERP and CRM, you can offer personalized recommendations to existing customers that demonstrate your intimate knowledge of their organization and how your products/services can best support them in achieving their goals.

Unity: Integration by Datix is a prebuilt application specifically designed to offer complete data transparency to manufacturers. Learn more about creating a single source of truth by operating out of one system with Unity.

Foster Stronger Customer Service

Having a 360-degree view of each customer from an integration isn’t just good for selling- it also supports customer service. As we said before, a comprehensive ERP-CRM integration means that your team can see every interaction a customer has had with your organization. Your team can use this data to predict when customers will need to reorder and offer them the chance to create a purchasing schedule. A purchasing schedule prevents your customers from growing grossly understocked and being forced to rush order items, putting a strain on both your organizations. If a customer has an issue, the complete data visibility of the integration will support your team in identifying and resolving the issue faster.

At Datix, we also believe in delivering exceptional customer service. Our integration, Unity, is fully managed so your team can focus on supporting your customers, while we take care of all the monitoring and maintenance required of an integration. Learn what Unity can do for you.

Better Decision-Making

Lastly, the right integration allow you and your team to make informed, data-based decisions throughout the day and during strategic planning. Knowledge is power, so giving production the capacity to see client, account, labor, equipment, and supplier data allows them to plan ahead and prevent falling behind. Features like forecasting, quoting and pricing calculators, and customer geographic metrics create a complete picture of what customers to target and what prices to offer them. With data transparency, leadership can identify weak points in existing business processes to streamline operations and boost growth. To gain the tools of strong decision-making, consider working with Datix. We ensure that your team can always make informed decisions by supporting you every step of the way. From the planning, to the implementation, to our active management of Unity, our team will make sure you always have the tools you need to move your business forward.

Wrap Up

Software should help you achieve your goals, but disconnected systems only allow companies to react based on a fraction of their available data. Gain an ERP-CRM integration to transform your business with total data transparency.

Read more in our e-book, Save Money & Increase Profits with an ERP-CRM Integration

About Datix

With 25 years of software experience, the team at Datix knows what drive results for businesses. By taking our experience with different applications and combining it with an in-depth understanding of each client’s individual organization, we offer the best integration services on the market. When you partner with Datix, we become your long-term consultant to remove the hassles of software management and provide guidance as your business needs evolve with your growth. 

Learn More About How We Support Our Clients 

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