5 Key Benefits to Using a Fully Integrated ERP – CRM System

By | August 26, 2021

Every organization works on fast and informed data to ensure long-term success for a business. But what one may not realize is that CRM and ERP integration is an essential step towards creating and sustaining loyal customers. Sage ERP integration with CRM reduces inconsistencies between departments like sales and inventory, increases quote accuracy and information about each customer and minimizes manual data entry. In addition, it provides a holistic approach towards your business with 360° visibility of your customers and organization.

gumu erp crm integration

Let’s talk about the 5 benefits of ERP and CRM integration.

  • Accurate quotes, inventory, and orders

Sage ERP – CRM integration aids in real-time and bi-directional access to inventory, quotes, orders, and pricing enables sales representatives to shorten the sales cycle and increase ROI. With relevant and up-to-date data in hand, organizations can gain valuable insight to gain a competitive edge.

  • Enhanced budgeting and forecasting

By integrating Sage ERP and CRM, enterprises can easily match demand to supply. As a result, prevent inventory shortages, improve time-to-market, learn customer trends boosting customer satisfaction.

  • Increased sales opportunities

Bi-directional data sync helps users with customer history to effectively cross-sell and up-sell, thus increasing sales prospects. Moreover, with business intelligence tools like predictive analytics, sales representatives can leverage the benefit of automation.

  • Accelerated payments and invoicing

Quick invoicing and payments empower brand-building through consistency in systems. Additionally, automation creates a swift quote-to-cash process for timely deliveries.

  • Promotes user adoption

By Sage ERP integration with CRM, your employees can focus more on leads while leveraging all the benefits from a single platform. In addition, the integration majorly reduces updation of data on two different platforms promoting user adoption and increasing efficiency.

Want to learn more about integrating your ERP and CRM systems?

Being recognized for its 5-star rated GUMU™ app on Salesforce AppExchange for Sage ERP – Salesforce Integration and Sage X3 – Sage CRM systems on Sage Marketplace, Sage Intacct – Sage CRM systems on Sage Intacct Marketplace, Greytrix combines the unmatched experience and specialized skills of working across industries & verticals driving innovation to ease the way businesses operate with its 30+ integration solutions.

Also, check out GUMU™ Cloud if you have been contemplating the idea of adopting a modern and scalable cloud integration solution!

About Us

Greytrix – a globally recognized and one of the oldest Sage 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 Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

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