As we all know, customer data is commonly stored in both CRM and ERPsystems. However, managing this information that is available at two different locations and keeping it up to date can be a difficult task. A better way to handle customer information that drive success is to keep your data in one place. ERP integration with CRM will enable you to have a single, central database of customer data.
Any customer record updated in one system is automatically updated at other location, thereby keeping the data consistent throughout the organization. It eliminates the time consuming task of entering duplicate data.
Simplify Quote to Order Process
Converting a quote to order is just a mouse click away. This can work wonders to enhance the efficiency of your sales reps. So any quote from CRM can be easily converted into an order in the ERP with just a click of a mouse. There is no need to manually enter data in multiple systems in order to keep track of quotes and their corresponding orders. Thus, CRM integrationwith ERP can certainly help to streamline operations between both the systems.
Boosts Productivity
Integration helps to share and synchronize data from CRM and ERPsoftware. Information flows seamlessly and in real time across all departments. This will not only simplify your business process but will also allow you to run your business better thereby giving a major boost to overall productivity.
Provide Excellent Customer Service
Using an integrated system will enable you to provide better customer service. You will be in a position to respond to customer queries in real time. This in turn will help to resolve customer issues in a timely manner. As all the information is available at a centralized location, it will become much easier for your team to speedily resolve queries.
This post first appeared on How To Solve The Biggest Problems With Online Quoting Software, please read the originial post: here
