Running a growing business using Excel tools is challenging. As time passes, day-to-day operations multiply and important information could be lost. Effective management of business processes does not do without automation. You need smart software that can solve various strategic and management tasks: forecast profits, automate sales, and track KPI metrics. A convenient CRM-system contributes to the development and expansion of business, making working with clients faster and easier.
It is necessary to choose the right CRM ERP and get the most benefits from integration as it stores all important information, displays the history of orders and sales. With the help of automation, potential customers turn into regular customers, and the company’s profits rise.
Customer Relationship Management Solution
CRM is a customer relationship management system. The main purpose of using the program is to automate everyday processes. Usually CRM is chosen for sales departments, where several contacts with customers are needed to close deals. There are specific industry solutions, for example, automation of mass recruitment, CRM for taxi services, hotels, and gyms.
As the company expands, the CRM-system is customized to meet current needs. It is possible to develop additional modules. You may need to create a ‘calculator’ for typical operations or change the fields of a report. The system can be tailored and upgraded in a special mode.
CRM capabilities
- to collect, store and analyze information about each customer;
- to plan tasks for employees, managers, and departments;
- to process orders as quickly as possible;
- to control executive discipline;
- sales auto-funnel: the system allows you to automatically move to the next stage, set appropriate tasks for the employee and notify them in case of deviations from the expected deadlines;
- integration with third-party services;
- building effective marketing with end-to-end analytics.
Modern ERP CRM integrations come with task notification functions for company employees. Detailed reports, task schedules, and other important functions are supported. The inbuilt modules of the CRM system automatically respond to specific events. It can be a customer notification about order status or information about marketing promotions.
Integrating ERP and CRM Benefits
Such an integration brings the following advantages to company:
- avoids manual data entry and reduces the errors;
- increases the time employees can spend on strategic tasks and planning;
- helps increase sales and optimize order fulfillment;
- enables synchronization of sales forecasts from CRM with the ERP system;
- structuring information about counterparties;
- saving the history of interactions with suppliers and customers;
- automation of key business processes;
- planning tasks for employees and managers;
- enables external systems integrations;
- useful in the company’s knowledge database formation.
Other CRM ERP benefits include automatic KPI builder designed to control data in the system. Managers of the company set up the necessary parameters just once. There is no need to constantly perform manual control. The system reminds about reaching the set parameters or about schedule disruptions in a specified range. With competent settings the system automates the control of accounts receivable, timely shipment of goods to customers.
Winning with ERP CRM integration
Ultimately, the implementation of the two combined systems has a significant impact on the manufacturing process. Optimisation results in reduced costs and increased profits.
ERP CRM integration allows to organize:
- Systematisation of data on transactions, customers, and suppliers. All information will be distributed by divisions: sales and marketing, production department, warehouse, etc.
- Coordination of actions between departments, for example, production and sales. This eliminates the risk of human factor errors.
The use of integrated solutions eliminates double data entry and allows you to create a single information space for cooperation with clients. Information loss is eliminated, all data is available for joint analysis in reports.
