Gain Complete Customer Views
The opening of this blog mentioned the value of true, end-to-end visibility of your business processes. When you integrate ERP systems and CRM systems together, that’s exactly what you are getting. Whether it’s sales, support, marketing, or just general customer data, your enterprise will have all the aggregate information it needs to make more qualified decisions on how to maintain and improve your business relationship with customers.
Companies too often are stuck spending time on manual, arduous integration tasks that chew up valuable employee resources. Leveraging an integration platform with a prebuilt ERP system and CRM system connectors helps manage these processes because they automate the workflows for you and enhance productivity.
Eliminate Data Duplication
When your ERP and CRM platforms are siloed and not working together, you are likely to run across duplicate customer data. Some of it might not be totally duplicate, so then it’s tough to determine which should be the master record. An integrated platform removes the chance that you will encounter duplicate or inaccurate data and helps improve data-driven processes across your business ecosystem.
Promote Employee Collaboration
Working cross-departmentally with a connected, integrated staff allows for more functionality because everyone is finally on the same page. Previously, accessing the same data at the same time was impossible. Now, real-time data is constantly being shared and used, and employees, regardless of their department, can access up-to-the-minute information whenever they need to interact with or gain information about a customer.
Achieve Quicker Sales Approvals
When sales and operations teams have real-time data access, they are able to move customer contracts through the approval process much more quickly. Same-day signing is now a realistic goal because the required information is centralized and up to date, and the processes can be expedited. The results include maximized business opportunities and faster time to revenue.
Typical Challenges with ERP, CRM Integration
While those benefits to a successful ERP and CRM integration strategy do sound rewarding, a few potential roadblocks could be in your way. The most likely hiccup revolves around standardizing all your data across your business processes. You must ensure that each system that’s connected can accept the data being exchanged, and that requires data transformation that supports various formats.