CRM And ERP Is Increased Agility

PostedOn: 2018-04-10 13:10:33

Does your business need to be more agile? The answer is a resounding yes! Virtually every business is facing a future full of changing requirements. Your competitors are changing and your customers are making new demands. To be successful in the future, your company needs to be able to adapt to changes quickly and cost-effectively. Integration between your CRM and ERP systems will help you achieve those goals, and give you a competitive advantage.

Why Agility is So Important

According to the Harvard Business Review, digital disruption is the main cause of the increased turnover of companies that appear in the S&P 500.

Naturally, there are many reasons for companies dropping out, but digital disruption is clearly responsible for a large share of that movement, according to the HBR. A big part of a company’s ability to deal with the results of digital disruption is company-wide access to information. Keeping your CRM and ERP systems separate prevents you from providing that information access.

Before Integration: One of your sales reps has a customer who needs a proposal immediately. The rep must:

  • Check what the customer paid for their last order of this product and determine if the pricing has changed.
  • Determine the availability of the product for a quick shipment date.

The sales rep needs to check with multiple departments to get the required information, and the immediate proposal becomes less immediate.

After Integration: The sales rep checks the customer order history, current pricing, and availability of the integrated system and provides the proposal to the customer before the competition.

Benefits of Integrating CRM and ERP Systems

The benefits of integration are significant, and affect almost every department within your company. You’ll experience:

  • Increased responsiveness and innovation
  • Increased accuracy and reduced duplicate effort
  • Improved forecasting
  • Improved teamwork
  • Increased sales and profitability

Next Steps

Integrating CRM and ERP systems is possible using existing technology.

  • Accounting and financial management
  • Customer relationship management (CRM)
  • Warehouse and production management\
  • Purchasing and procurement
  • Reporting and analytics
  • Integration with other systems in growing and global organizations