Importance of CRM and ERP Integration

By | June 5, 2015

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, Account Receivable, Payable and Product-Inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM and ERP together. Integration can be well worth if done using a unified system that handles both ERP and CRM functions. Organization needs a complete picture of the relationship between a customer and the company which they can get by using the ERP and CRM system.
IntegrateIntegration of CRM and ERP can helps an organization in Following way:

  1. Avoid Duplication of Data and repetition of work: – An organization with Integrated CRM and ERP is not supposed to make multiple entries of data.  There will always be a single entry pointing to central database or particular entry automatically syncs in to ERP, after integration. This avoids multiple data entry by multiple users and also reduces chances of human data entry errors/Bugs
  2. Gives a Real time View of Data/Information: – Integration provides Real time view of ERP data in CRM.  This allows sales people to access all relevant Sales History/ past conversation data of the customer. Hence providing better and improved customer service.
  3. Allow Forecasting: – Integration allows access of customer and sales history, Prepares MIS and forecasting report of an organization. This helps management in decision making and deciding on further future plans of the organization.
  4. Increases the productivity: – Integration helps an organization to increase their productivity. Single work can be done with the help of fewer resources. This saves alot of time which can be invested in doing some other substantially important work. For eg. Salesperson on-site dealing with customer, can access CRM from it’s iPad/Tablet and can enter data into CRM which is later syncd to ERP.
  5. Improved Customer service: – Due to Customer Centric view of information, Salesperson or an employee handling customer relationship can provide better services to an end user.
  6. Information on the GO : – Using CRM- ERP Integrated systems allows Management and Sales person to access data or information from anywhere any-time. In.In today’s business model, this is the most important part for an organization.

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.