Three KPIs Boosted with an ERP-CRM Integration

Does your company obsess over KPIs? Key Performance Indicators are used to evaluate the overall success of an organization and how well it engages in particular activities. For manufacturers, it is valuable to laser in on these metrics to use them as guiding posts for company objectives. Naturally, most manufacturers want to improve their KPIs, but it can be hard to know how. An ERP-CRM integration supports KPI performance by offering complete data transparency. In this blog, we will cover three examples of how an integration can improve KPI performance.

The Value of Data Transparency

An integration has the potential to offer you complete data transparency. This means that all of your data is stored within one system which everyone uses as the single source of truth. When data is easily accessible, you can see more than just your KPI numbers: you can see why they are occurring.

For instance, let’s say one of your goals is to shorten your Time to Deliver number (the amount of time it takes to deliver an order to a customer). With an integration, you can see every step of the process in your system, from the order being given over the phone and inputted, to production receiving the order, adding it to their schedule, and completing the order. Every detail of this process is clear, allowing you to identify weak points in the process. Perhaps your notification system for alerting production is too slow, or the person who took the order is forgetting to include necessary information, causing unnecessary delays. You can correct these issues easily with the help of your integration by putting required fields in order forms or making automated notifications get sent out faster. In short, an integration offers the data visibility to see what is impacting your KPIs as well as giving you the tools to improve them. Unity: Integration by Datix allows you to operate out on one system with our prebuilt application. With Unity, you can bring your entire team together under a single source of truth. 

Examples of KPIs Supported by an Integration

Overall Operations Effectiveness (OOE): Evaluate your operational efficiency with this KPI. Overall Operational Efficiency depends on so many factors, from unplanned downtime to maximizing equipment use, to properly training staff, to having efficient business processes. An integration allows manufacturers to streamline workflows, utilize functionalities that simplify operations like automation, and remove outdated parts of your business processes.

Notifying staff of project updates, sending out invoices, assigning Sales to follow up with customers, coordinating training sessions, and scheduling equipment maintenance are a just a few of the tasks an integration can assist in automating. When you simplify your processes and let your software do some of the work for you, your team will operate better than ever before. With Unity: Integration by Datix, you can offer your team a single source of truth. Hear what Unity can do for you.

Revenue Per Employee: The success of your workforce will shape the overall success of your business. Should you hire more workers? Do you want to incorporate more automation, AI (artificial intelligence) , or ML (machine learning)? One way you can boost Revenue Per Employee immediately is by bringing new employees to full capability faster. With an integration, your employees will only need to learn one software system to gain access to necessary data. A single operating system is a lot easier to teach than multiple pieces of software. Because you operate out of one system, your business processes should also be easier to complete because they don’t include extraneous tasks like duplicate data entry.

Another way an integration increases Revenue Per Employee is by allowing your employees to focus on doing what they do best. With a single source of truth, everyone is on the same page, so they don’t need to waste time clarifying data. In fact, a survey of Unity clients with SMBs indicated that Unity saved their organizations, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work every month! IT will also be spend their time supporting your main company objectives instead of worrying about your software. Unity is fully managed for you by the Unity Support Team, so we handle the daily monitoring and behind-the-scenes data management. IT, like the rest of your staff, can be confident in your integration while they focus on boosting your KPIs. Find out what it means to have a fully managed integration.

Wrap Up

Ultimately, KPIs are a tool for increasing your companies success. An integration allows you to fully utilize these metrics to create tangible changes at your organization.

Read how to Save Money & Increase Profits With An ERP-CRM Integration

About Datix

As software solution experts for 25 years, it’s our business to drive results for your company. We plan, implement, and offer support after you receive your working integration. When you partner with Datix, we act as your long-term consultant to remove the hassles of software management and provide guidance as your business needs evolve with your growth.

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