ERP and CRM software integration
Businesses can integrate their ERP and customer relationship management (CRM) software to streamline business processes and boost productivity
With an abundance of consumer data generated daily, business owners are witnessing a more complex business environment than ever. If customer information is not handled properly, it will become the biggest pain point for efficiency with forecasting, decision making and ultimately – the sales and purchase processes.
Satisfied customers are the most valuable asset to any business, but how can you successfully deal with these challenges whilst building profitable customer relationships?
To combat these issues, businesses typically purchase enterprise resource planning (ERP) and customer relationship management (CRM) software separately. CRM deals with front-end information, such as recording customer interactions, sales tracking, pipeline management, prospecting, and creating/evaluating marketing campaigns.
This helps businesses understand prospects and clients, manage relationships and sales pipeline, and up sell and cross-sell products. On the other hand, ERP software handles critical backend processes; including purchase history, billing and shipping details, accounting information, financial data, and supply chain management details.