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CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software are powerful tools for a business or enterprise to use. CRM handles the sales, marketing, and customer service information. It handles activities such as recording customer interactions, sales tracking, pipeline management, prospecting, and creating/evaluating marketing campaigns. On the other hand, ERP handles the back-end processes and internal information. It takes care of tasks like order placement, tracking, billing, shipping, accounting, and supply chain details.
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.
1. A 360 degree view of your customers:From sales and support to finance and accounting; these systems provide complete visibility on your customer’s buying habits, order history and general needs.
2. Streamlined operations:Employees only need to enter data once with integrated ERP-CRM software. You can also automate workflow and help operations run smoothly across departments.
3. Faster access to crucial information: Without a fully integrated system, employees run the risk of becoming less efficient, meaning your customers will pay the price.
4. More accurate predictions: With data from a CRM, your ERP software can make more accurate predictions about shipping dates, anticipated product demand and more.
ERP-CRM software integration can help your business improve efficiency and grow your customer base, whether you’re in manufacturing, distribution or service industry. At Sohn and Sol Technologies, our knowledgeable consultants can help you find an integrated ERP-CRM solution that meets your needs in 3 steps:
We understand your requirements and evaluate your business processes from the very beginning. This helps us identify crucial software usage criteria and determine which ERP solution is best for your business.
We deliver a curated selection of the best financial and ERP solutions in the cloud, on-premise, and in hybrid environments to fit any team, timeline or budget. Our solutions are unique for each client
It’s easy to get caught up in emerging business requirements, new features, or short-term problems, but our experts are here to help you assess what’s best for your business overall.
ERP and CRM integrations may require a considerate amount of investment but every shilling that goes behind this is totally worth it. It helps in increasing the productivity of your company as it is doing the major works in a short period. You don’t have to hire extra people for management and data analyzing. It also reduces the risks of losing data, helps in ISO guidelines adherance as ell as prevent losses from employee theft.
The implementation timeframe varies depending on the modules being implemented. In our experience, we can implement as early as one month for an accounting module. This is based on the assumption that the user or the company already knows what to expect and have necessary data available right away.