ERP Integrations: Essential for Customer Experiences

ERP Integrations Customer Experiences

Two ERP Integration Examples

At this year’s Epicor Insights conference, our CEO Matt Schuval spoke about the power ERP integrations bring to businesses, especially regarding customer experiences. Software integrations create an interconnected system that provides all the information you need to optimize customer journeys right at your fingertips. All data feeds back to the ERP instance, providing a strong backbone for businesses as they undergo digital transformations.

Creating a single source of truth is more important than ever as customers have sky-high expectations. Check out two types of ERP integrations that can enable manufacturers and distributors to drive more sales and greater customer loyalty.

Watch Matt’s interview at Epicor Insights here:


ERP-CRM Integration

Customer relationship management (CRM) software includes—as the name indicates—advanced tools that accelerate sales cycles, manage leads and align sales, marketing and service strategies. Salesforce, for example, provides AI technology in its Einstein suite, which sends over a billion predictions to users each day. Microsoft recently announced its new Microsoft Relationship Sales solution, which unites LinkedIn Sales Navigator and Microsoft Dynamics 365 for Sales, enabling users to automate data synchronization across these platforms to capture leads and keep track of customers.

As useful as these solutions are, your front office can’t obtain a true 360-degree view of customers without integrating CRM and ERP. Rather than take hours manually duplicating data from one instance into the other, automated workflows and data synchronization keep processes moving smoothly and provide accurate, instant insight. This speeds up operations, such as order fulfillment and shipping, to give customers the quick service they crave.

When sales reps visit prospective clients, they can easily access order or inventory data to provide precise information and tailor their pitch to each lead. With back and front-end information coalesced in one place, sales and marketing teams can use order history and a full view of customers to personalize experiences and create effective campaigns. Plus, the organization can work across departments to build customer-centric strategies. Every customer wants on-time, personalized service, and an ERP-CRM integration provides the data analytics and streamlined processes that make this possible.

Check out our Unity integration demo to see how easy it is to connect ERP and CRM.

ERP-eCommerce Integration

In 2018, who doesn’t have a website? An eCommerce platform is the best way to drive sales and promote your business, whether you’re a B2C or B2B seller. However, companies can’t trust just any eCommerce vendor. As we’ve already stated, customers have high expectations, and that’s especially true for online shopping. Magento eCommerce includes a flexible, open-source platform and user-friendly features to create online stores that are both responsive and engaging. With Adobe’s recent acquisition of Magento, the eCommerce vendor will become even stronger, combining its tools with Adobe’s creative, marketing and document solutions.

An ERP and eCommerce integration powers the personalized journeys that customers crave. Rather than duplicate ERP data and logic into Magento, an integration automatically syncs this information to give users more time to finesse online selling strategies. Order information from the eCommerce system is also synced into ERP to enable faster deliveries. The wealth of customer data gained from merging information from both systems empowers businesses to provide individualized experiences.

Additionally, an ERP-eCommerce integration makes omnichannel customer journeys cohesive. For example, an online order becomes immediately available in the ERP system so that customers can easily pick up their product from a store without any problems. Whether your customer sticks to brick-and-mortar, does everything online or prefers a click-and-mortar experience, visibility throughout your enterprise ensures that everyone receives consistent, efficient service.

Wrap Up

You can’t afford to let customer experiences slip. Creating a central hub for enterprise data supports the streamlined processes and provides the optimal insight required to close more deals and keep buyers coming back. Epicor’s flexible interface makes it the ideal ERP solution for software integrations. Using Unity, Datix’s premier integration solution, Epicor can connect seamlessly with an array of software to make your business more productive than ever.

Datix is the ultimate one-stop shop for enterprise software. We’re certified partners of Microsoft Dynamics 365 and Salesforce, an Epicor Platinum Partner and a Magento expert. After 20 years of providing software solutions and building over 50 connectors for a wide array of vendors, we’ve proven our expertise in enterprise software. Contact our consultants today to begin winning more customers!  


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