Stop Putting Off CRM and ERP Integration

Put Off CRM ERP Integration

Boost Business Processes with Integrated Software

Too complicated, too expensive, unnecessary: These are excuses we often hear for not integrating CRM and ERP software. In truth, these justifications do not hold up when you truly begin to understand the results you can achieve when you connect your back and front-office systems. CRM and ERP integration will boost each piece of software’s value exponentially and give you the data you need to drive revenue and increase your company’s efficiency. Here are the specific benefits you can start reaping once you integrate your ERP and CRM platforms.

1. Connect Data

Yes, this may be the most obvious and oft-repeated feature of system integration, but the increased worth of your unified data cannot be overstated. With one connected system, all members of your company can enter data at a single entry point which can be accessed from any mobile device, eliminating the nuisance of double entries.

Contact information for clients can be stored in one database and utilized on the ERP side for shipping info and other manufacturing processes, and then also redeployed for contact information, customer service and support on your CRM. Instead of keeping two databases, you will have one large pool available to your users, tightening your selling timeline and giving you an efficient selling process that will impress clients.

2. Streamline Processes

Integrating the two systems will not only eliminate the risk of double entries but also smooth over information access at all points of your business. Salespeople won’t have to take time away from client meetings to call for inventory checks or order status. On the other side of the coin, users will always know how to stock inventory for future orders by using lead information in the CRM. With all historical information stored in one place, it becomes much easier to stake out a clear business plan forward.

 3. Turn Leads into Sales

After tracking and nurturing leads registered in your CRM software, you can then convert them directly to the ERP system when they want to open their physical order without a clunky transition process between sales and manufacturing teams. Each step in your process will become automated. The completion of one stage immediately opens the next one, helping you maintain a steady workflow.

Sales teams can order directly and remotely from your warehouse while out of the office, saving everyone a back-and-forth email chain. Meetings and demos go much more smoothly when every employee is prepared and can determine the client’s goals and whether your company can meet them efficiently. Satisfied customers then turn into referrals, which will be priceless when it comes to your future growth.

Wrap Up

Imagine the power of having a place to access all company and client data at the touch of a button on any device?  CRM and ERP integration can help create opportunity at every level of your company. Suddenly, those old excuses don’t hold up anymore.

For more information on how to get started on integrating your CRM and ERP systems, contact an expert at Datix. Here at Datix, we specialize in integration solutions for enterprise software. We’ve created a pre-built integration platform called Unity. Unity allows businesses to integrate Epicor ERP with CRM, eCommerce or marketing automation software. Our consultants will install your solution and fully manage it, so you can enjoy seamless integration without hassle. Check out our Unity video demo, and get in touch with us today!


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