Salesforce has made significant inroads as a leading, SaaS-based solution that focuses primarily on CRM functionality. So to integrate a Salesforce CRM package with leading ERP systems is usually a moot point. Now a question arises whether Salesforce and ERP need to be integrated or not? Evaluation of this question can help organizations make decisions and improve business processes.
Salesforce without ERP Integration
Navigate between Salesforce CRM and ERP to get customer sales information.
Duplicate entries of customers/quotes/orders in CRM/ERP.
Spend more time merging Salesforce CRM and ERP data.
Unsynchronized data in Salesforce CRM & ERP system leads to various data issues.
Salesforce with ERP Integration
Get a Single view of customer sales information (historical & forecasted).
Easy to link the existing accounts with ERP customers.
Sales representatives can get real-time customer information (Order Status, Historical Orders etc.) anywhere, anytime.
Improves sales productivity and provide the right information, leading to greater customer satisfaction.
Rapidly Track customer orders/shipments/invoices status.
Automate the process of quote/order creation between Salesforce CRM and ERP.
Data is synchronized between ERP and Salesforce CRM, which eliminates data duplication.
Integrated systems save a lot of time compared to nonintegrated processes between both applications.
Provides new dimensions to Sales Process and better Customer Satisfaction.
Features of Salesforce and Sage ERP (Sage Enterprise Management/Sage 100/Sage 300) Integration
Real-Time Information View
Authorization Control
Entity Synchronization
Linking Customers
Data access on–the–go
Flexibility to Configure
Easy to Promote
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