Integrated CRM and ERP: A Love Story

How You Can Use CRM Software to Make ERP More Effective

CRM-ERP-integrationEnterprise resource planning (ERP) software has long been the software of choice for most businesses. It provides you with many necessary back-office functions, such as inventory management, recordkeeping, and data collection, and streamlines time-consuming processes so your employees are not tied up in unnecessary tasks. Whether you are in the manufacturing and distribution industry or the financial industry, ERP software has made it easier for you to manage the day-to-day activities of your business so you can focus on interacting with your clients and customers.

ERP’s role is crucial to the success of your business, but what if we told you you’re missing out on a key component to ERP’s success? While ERP can certainly help you spend more time with your customers, it cannot help you manage customer relationships or customer data.

That’s where customer relationship management (CRM) software comes into play.

A Pairing Meant to Be
CRM tools are intended to assist the front office while ERP software is designed to streamline the back office. When integrated with each other, CRM and ERP allow you to work in a way that makes sense. While the two platforms can perform very unique and separate roles, they support each other in a way most solutions do not.

CRM, for instance, performs functions that address the overall customer and client issues, including the tracking of marketing campaigns, maintaining customer histories, sales order entries, and the maintenance of client records. CRM stores information about each and every client so when the time comes to complete a transaction, you have all the information you need to simplify the process and assist the customer should a customer service need arise. This data can even be used to assist in sales projection for the upcoming months to help formulate future sales and marketing campaigns.

ERP, on the other hand, handles the processes that occur after a sale. It takes care of the inventory management, accounting, and general business functions. When paired with CRM, however, it becomes a much more capable version of itself.

For example, when a customer calls to report a faulty product, CRM tools are used to record the call and report the issue. If the fix requires a replacement part or overall product replacement, the ERP software kicks in by checking stock for that component or item. Once the product or part is found, it can then be shipped to the customer using the information stored within the CRM system.

This symbiotic relationship can help you not only better satisfy your customers, but it can also help you maximize your ERP system and its capabilities. Contact us today to learn how integrating your CRM and ERP systems enable you to work smarter and more effectively.

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