Benefits To Consider Before CRM And ERP Integration

Posted by datixinc on December 19th, 2018

A boost in productivity and streamlining of business processes are a few of the many benefits of CRM and ERP integration. When you have just one unified platform for both CRM and ERP, you will not have to worry about two different systems and the cost associated with their maintenance. You will be able to enjoy all the CRM and ERP benefits, some of which we have already talked about and some that we are going to discuss, if the integration is done efficiently. This is why it is also very important to find the right custom software service that can help you with the integration in a simplified and seamless way.

Also, if the integration is done right, the amount of training and support your employees will need to get well versed with the new system will also go down significantly. You will not have to arrange training sessions for two separate systems. This will save your employees a lot of time, which they can invest in more fruitful tasks.

Businesses have to deal with a lot of user data on a daily basis. That has made the business environment more complex than ever. If all this customer information is not taken care of properly, it can soon become an obstacle in ensuring the efficiency of several business processes, including forecasting, decision making, and most importantly, sales and purchase.

It is to deal with these complex challenges that businesses purchase CRM and ERP software separately. While CRM on one hand handles front-end information, ERP deals with important backend processes on the other. Both these software handle sales tracking, customer interactions, pipeline management, billing and shipping information, supply chain management, and financial data amongst other things between them. When you integrate both these software, handling all of these things becomes a lot easier than when you had to handle them separately.

Some people find operating these two systems separately more manageable. But, they don’t pay heed to the benefits of integrating them only to realize later what they have been missing out on all this while. When you deploy and operate ERP and CRM separately with their respective databases, you are constantly looking to get them synchronized. Changes in one system have to be continuously transferred to the other. With an integrated system, you will be able to do away with this time-consuming task. You will have a single system that shares both the databases and updates made in either are instantly visible.

Author’s Bio: The author is a blogger. This article is about ERP and CRM integration.