CRM and ERP Systems Integration – Why should you need one?

By November 22, 2019 No Comments

The CRM system is all about handling sales figures and the ERP systems is to reduce the overall operating expenses. Together, the CRM ERP Integration can help your business grow even more productive and an improved sales efficiency.

Almost all businesses, be it small scale or enterprise, incorporate two major software or applications for managing their business processes. They are ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management). While the latter deals with customer data and relationship management, the former concentrates more on assisting processes as part of the customer relationship, namely order processing and fulfillment, supply chain management (shipping and delivery), sales management, inventory maintenance, and much more.

In short, the ERP remains the source of truth for business operations, and the CRM remains the source of truth for customer information. Regardless of whether you are managing an eCommerce store or running your business offline, it is not of much use, even if you incorporate the best of ERP and CRM software in the market unless you keep them connected. That’s why CRM ERP Integration is crucial for your business. But before getting to know the need and benefits of CRM ERP Integration, it’s important for you to first know what ERP and CRM are.

What is ERP?

Enterprise Resource Planning (ERP), is the blended administration of primary business forms, frequently progressively and interceded by programming and innovation. ERP is normally alluded to as a classification of business executives programming that an association can use to gather, store, oversee and translate information from these numerous business exercises.

What is CRM?

Customer Relationship Management (CRM), is a way to deal with an organization’s communication with present and potential clients. It uses data assessment about customers’ history with an association to improve business relationships with customers, unequivocally focusing on customer upkeep and, in the long run, driving sales advancement.

Need for CRM ERP Integration:

Almost all strong organizations regularly utilize two frameworks to ensure business procedures run proficiently – Client Relationship Management (CRM) framework and an Enterprise Resource Planning (ERP) framework. With a plenitude of buyer information produced day by day, businesses are operating under more complex conditions than any other time in recent history. If any change of client data is mishandled, it will end up being the greatest torment point with estimating, decision making and ultimately – the sales and purchase processes.

For any active company, fulfilled clients are the most important asset. Building beneficial client connections is vital, and while effectively managing these obstacles, there is a need for CRM ERP Integration.

Why is CRM ERP integration so crucial?

Why CRM ERP IntegrationA CRM framework manages front-end data – overseeing significant client information and improving it through intuitive connections with promoting and client service. This enables organizations to get prospects and customers, oversee connections and deals in the pipeline, and upsell and strategically pitch items.

An ERP framework handles basic backend data – for the most part, overseeing client data that is required once requests have been sent. This can incorporate buy history, charging and dispatching subtleties, bookkeeping data, money related information, and much more. Generally, organizations buy ERP and CRM frameworks independently. In any case, and if your ERP and CRM frameworks have their own databases, which happens most times, you will likely need to stress over keeping them synchronized.

Considering this synch is a manual process, it will exploit the resource of your time and will also increase human-made errors. Applying a middleware between CRM and ERP will guarantee the two frameworks are seamlessly synchronized. This middleware is usually called a CRM ERP integration tool or software.

Benefits of CRM ERP Integration:

benefits of crm erp integrationThere are so many advantages, but here I will be discussing things that mean the most to me.

  • Banish tiresome data entry and duplication:

As I have already mentioned above, the CRM and ERP should always be synced or else there will be tiresome data entry, and there is a good probability that duplication might happen to cause a serious problem called Data Redundancy. Having a CRM ERP integration tool will make sure that there is no possibility of this issue happening.

  • More accelerated access to crucial information:

At the point when a client gets in touch with you mentioning a request announcement, your client assistance delegate will not need to trawl through various frameworks to get to that data or ask different representatives, for this could bring about negative client experience and accordingly a misfortune in business. CRM ERP integration software will provide representatives with access to important information in real-time. With the push of a button, they can retrieve information in less than a fraction of a second.

  • Increased gain boundaries:

CRM ERP Integration makes your association turn out to be progressively robotized. There is better synchronization among various divisions. Data streams easily over the association and there is no perplexity from miscommunication or postponement on data.

  • More accurate proposals:

With a CRM ERP Integration, a salesperson can utilize the most exact estimating when setting up a statement by recovering refreshed valuing data, including any special or rebate evaluating. The most recent data about item accessibility will bring about progressively precise shipment dates and can take into consideration the extraordinary surge orders if the product is out of stock to comply with client-time constraints.

  • Understand customers better:

CRM encourages you to comprehend your clients better. With CRM ERP Integration, you push a stage forward by understanding your clients in-depth. Beginning from deals, support, to fund and bookkeeping, you get total perceivability into the client’s needs, their purchasing propensities, request history, and inclinations.

How is CLORAS a Salient CRM ERP Integration Solution?

CLORAS offers tailor-made solutions that adapt to your business needs and redefine the way you interact with your ERP and CRM applications. CLORAS not only automates your CRM ERP Integration but also makes sure data transfers happen in a reliable, safe and secure manner. Moreover, CRM ERP Integration using CLORAS is completely customizable and configurable according to your business needs.

CLORAS provides integration solutions for businesses using leading CRM applications such as Salesforce, Microsoft Dynamics, Oracle Sales Cloud, Hubspot, to name a few. With respect to ERP, CLORAS provides integration for leading ERP platforms like SAP Business One, Oracle ERP, Microsoft Dynamics, Epicor Eclipse, Epicor P21, Distribution One, DDI Inform, and much more. Want to know all the integration capabilities CLORAS provides? Take a look at our entire feature suite.

Not only that, but our integration experts will also provide a custom developed API(s) to interact with your ERP and/or CRM software, in case the native API(s) of the systems don’t cater to your complex integration requirements. Schedule a free one-on-one demo with our integration experts and let us know your CRM ERP integration requirements. You can also let us know your needs by filling out this simple form. We will get the integration set up in a span of just 6 – 8 weeks.

To Conclude:

I hope you understood everything regarding why you must get started with your ERP – CRM Integration process, as well as the benefits of and how CLORAS is the appropriate solution for your ERP – CRM Integration. And you might want to read this, in case you are looking for other topics such as eCommerce ERP Integration. Also, do subscribe to our blog section by clicking the “Yes, Sign me up” button below, in order to keep receiving regular blogs and articles from experts in the integration arena.

Joish Bosco

Joish Bosco

Joish J Basco is a Software Engineer and Experienced in Python and Javascript with a touch of Sarcasm. He also works in Machine Learning, Deep Learning, and Computer Vision. Apart from the technical stuff, he is also an Excellent Listener, Good Speaker, and a practicing Mentalist.