CRM and ERP integration: how does your company benefit?

[jrineakter]

Nowadays, we all interact continuously with applications and electronic devices that are intuitive and easy to use. Logically, we expect the same usability in work tools. If we don't have it, we may resist using them. And rightly so, since implementing software that doesn't take into account the needs of users will slow down our work.

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When it comes to business management applications, it often happens that they are fantastic in theory and on paper. However, when we start using them we realise that the usability simply does not exist. The logical consequence is that our employees will avoid using it. And we have a tool that was supposed to free us from the administrative burden, but it ends up being a huge extra workload. Unsustainable.

When this happens, if management insists on maintaining the application, the company will go through a period of serious problems and waste a huge amount of money.

Fortunately, those who insist on maintaining a product that does not benefit them are becoming fewer and fewer. The good news is that when we have just gone through this traumatic experience, we are much more willing to find a middle ground between functionality and ease of use . And that is where we find CRM and ERP integration.


5 benefits of CRM and ERP integration
1. Avoid duplication of tasks and provide more complete information
If CRM and ERP integration is not indonesia number data complete, the information provided by the ERP will lack the customer data collected by the CRM. This way, you will only have partial information on interactions. Essential data will be omitted.

Let's give an example to clarify the situation. Let's suppose that we have a salesperson who has followed up with the customer until he finally makes the purchase. He has interacted with him, he knows his tastes and needs.

But now the salesperson leaves the customer in the hands of the warehouse staff (in the case of product sales) or the team that will ultimately provide the service. If these new people do not have all the customer's information, they will not be able to provide personalized service and may ask the customer questions again that the customer has already asked.

Depending on the level of experience of each worker, it is more or less easy for them to try to find out the answers themselves before asking the client. They may go to the CRM (provided they have access) or ask the salesperson. But there is a major handicap: lack of time, being in a hurry.

If we had an integrated CRM and ERP, all information would be transmitted seamlessly.

2. Sharing data more easily improves customer service
CRM and ERP integration will give your employees and customers the information they need in real time.
When customers call customer service to inquire about the status of an order, for example, the person handling support should be able to see where the package is without having to ask another employee.

An integrated system gives everyone in the company easy, complete access to all the information they need, when they need it.

3. Better management of offers and budgets
With an integrated ERP and CRM, it is easy to convert proposals (created with the CRM) into actual orders (created and tracked with the ERP) using a single software. This saves you and your employees a lot of time and headaches, eliminating the reluctance to use a new application that often occurs in all companies when they propose a change like this.