Importance of ERP and CRM Integration | Greytrix

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, Account Receivable, Payable and Product-Inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM and ERP. Check how ERP and CRM Integration helps your organization.
Integration can be worth using a unified system that handles ERP and CRM functions. An organization needs a complete picture of the relationship between a customer and the company, which they can get by using the ERP and CRM solutions.
Integration of CRM and ERP can benefit an organization in the following way:
Avoid Duplication of Data and repetition of work: – An organization with Integrated CRM and ERP is not supposed to make multiple data entries. There will always be a single entry pointing to a central database, or a particular entry automatically syncs into ERP after integration. This avoids multiple data entries by numerous users and also reduces chances of human data entry errors/Bugs
Gives a Real-time View of Data/Information: – Integration provides a Real-time view of ERP data in CRM. This allows salespeople to access all relevant Sales History/ past conversation data of the customer interactions. Hence providing better and improved customer service.
Allow Forecasting: – Integration allows access of customer and sales history, Prepares MIS and forecasting report of an organization. This helps management in decision making and deciding on further plans of the organization.
Increases productivity: – Integration helps an organization to increase its productivity. Single work can be done with the help of fewer resources. This saves a lot of time which can be invested in doing some other substantially important work. For, e.g. Salesperson on-site dealing with a customer can access CRM from its iPad/Tablet and enter data into CRM, which is later synced to ERP.
Improved Customer service: – Due to a Customer-Centric view of information, a Salesperson or an employee handling customer relationships can provide better services to an end-user.
Information on the GO : – Using CRM- ERP Integrated systems allows Management and Salesperson to access data or information from anywhere at any time. Today’s business model is an essential part of an organization.

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