ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) software are important pieces for managing a company’s sales and production. Despite a clear separation in duty, there is certainly a crossover in customer information and orders. With some specific areas included in both, integrating the two can have significant benefits that save the company time and help get orders out faster. Let’s take a look at some of these benefits.
Once a quote hits CRM, the integration can be used on the ERP side to get work going faster once it becomes an order. This will lead to quicker turnaround times and improve efficiency. Also, a sales rep in the field can make changes and it would be seen live by employees working on the order. This will lead to better customer service and a better final product as well, which customers will appreciate.
The sales reps can use the CRM integration with the ERP to look and see where inventory and costs are related with an order. This will allow them to quote more accurate pricing and see what is and is not available. This can also help include any promotional or discount pricing.
Since both ERP and CRM already have detailed in turn such as companies, contacts, quotes, and orders, it makes sense to incorporate these areas to eliminate the need for double entry (lessening the chance for human error) and keeping all data in one view as opposed to having to go into both ERP and CRM to make changes or find information.