Is your sales team equipped to provide instant solutions to customers’ queries? If not, then your operations need a fast-paced and adaptive approach, just as the market demands. And the road to that journey begins with streamlining your sales and marketing processes.
Now that we are talking about optimizing business operations, Acumatica — Salesforce integration is your best bet. This integration solution needs no introduction, does it? Definitely not! Integrating Acumatica ERP with Salesforce CRM allows you to expand your operational capabilities and ensure your businesses drive higher efficiency and productivity.
But that is just part of the story; integrating Salesforce and Acumatica can help your business achieve much more.
So, if you’re unaware of how integrating Acumatica and Salesforce can help your business, let’s fill you in with all the insights.
Let’s get started!
An Insight into Acumatica – Salesforce Integration
While Acumatica is one of the fastest-growing cloud-based ERP systems, Salesforce is a widely accepted CRM software. When they come together, they create the ultimate solution for your business.
Acumatica is a powerful cloud-based ERP system that delivers a comprehensive suite of tools to help businesses manage their financials, CRM, trading, and project management. It comes with a user-friendly interface that is highly customizable to meet the unique requirements of your business.
On the other hand, Salesforce is a cloud-based CRM software that helps businesses manage their sales and marketing operations. It comes with a range of tools to further help businesses to drive customer experience, business leads, sales, and more.
In recent times, integrating Acumatica with Salesforce CRM has been the emerging trends in the market for businesses to attain higher productivity, enhanced operations, and better collaborations. And without a doubt, Acumatica ERP – Salesforce integration is the most preferred integration solution by businesses.
The integration focuses on helping businesses retain customers and improve customer engagement. It effortlessly synchronizes order history, customer data, and payment details to ensure enterprises get a comprehensive customer view.
However, these are a few of the many advantages you can experience if you choose to integrate Acumatica and Salesforce. Let’s have a detailed look at it!
The Inevitable Need of Integrating ERP and CRM Systems
Before you even begin thinking of integrating Acumatica and Salesforce, it is crucial to understand why a business should integrate ERP and CRM systems. And the answer is ‘Happy Customers’. Customer satisfaction is one crucial factor that defines a company’s success. Therefore, organizations always look for new ways to enhance customer relationships. And it’s the CRM and ERP integration that helps you do that effortlessly.
The integration between a CRM and ERP system gives an enterprise huge potential to operate seamlessly. It allows access to customer data from CRM and financial data from ERP in a single environment, enabling automation and enhanced workflows.
Integrating CRM and ERP systems becomes crucial if you want to increase your sales revenue through faster and more seamless operations. Besides, you also get real-time data analytics, which helps you make better decisions.
Benefits of Integrating Acumatica ERP with Salesforce CRM
Now that we’ve filled you in with the information on the need to integrate CRM and ERP systems, let’s specifically talk about the benefits of Acumatica integration with Salesforce.
- Streamlined Workflows
The integration facilitates automation, which helps your business expand its ability to perform complex tasks easily. With the integration, you can create custom workflows that automate repetitive tasks, reducing dependency on manual data entry. The less manual intervention streamlines your workflows and operations.
- Seamless Data Flow
When you are not using the integration or when your systems aren’t connected, you need to ensure manual data import and export between Salesforce CRM and Acumatica. It not only makes the process lengthy but also increases the chances of human errors in the data.
And in Acumatica integration with Salesforce, both systems speak the same language. It means the data flows seamlessly from Salesforce to Acumatica and vice versa. When the customer and transactional data are synched, users can access real-time accurate information and can make quick decisions.
- Enhanced Customer Experience
Throughout this post, we’ve talked about the importance of improved customer experience. Rightly so, this integration solution helps you focus on your customers and provide them with a meaningful experience. The integration provides your sales team with a 360° view of each customer.
As a result, they are able to see every interaction the customer has had with your organization, including the number of orders and previous purchases. When the customer information is readily available, your team is more capable of resolving the issue faster and delivering a better customer experience.
- Better Collaboration
Is your sales and marketing team able to work in sync? We assume you don’t have a convincing answer. But with Acumatica ERP and Salesforce CRM integration, it isn’t the case. The real-time data makes it a lot easier for both sales and marketing teams to work in collaboration.
The Acumatica – Salesforce integration allows finance teams to see open sales orders and payment status in real-time. This means they don’t have to send unnecessary emails and arrange meetings with the sales team for invoice queries.
- Informed Planning and Forecasting
As an ERP system, Acumatica allows you to do a lot with cross-team workflows and also gives you business insights. Whereas, Salesforce delivers you customer information. Now, when both systems come together, you get a detailed insight into product line performance, resources, inventory levels, customer behavior, and much more.
Getting a look into customer and financial data not only helps you make informed decisions but also identifies business opportunities and new markets to generate more revenue.
- Higher Productivity
Improving productivity remains one of the critical concerns for every business. Relying too heavily on manual efforts restricts businesses from achieving optimum productivity. However, by integrating Acumatica ERP with Salesforce CRM, reliability can be reduced to a minimum. The integration solution empowers automated workflows that require fewer manual efforts, leading to increased productivity.
The Best Way to Integrate Acumatica and Salesforce
After understanding the need to integrate Acumatica and Salesforce, we’re sure you must be now looking for ways to integrate the systems. Well, let’s give you a quick brief on that as well!
- Manual Integration
Manual integration basically means setting up your own in-house team to integrate Acumatica and Salesforce. This type of integration follows a manual approach through manual entries and spreadsheet imports and exports. However, this is a time-consuming approach.
- Custom Integration
As the name itself suggests, custom integration gives you the liberty to manage and modify the integration as per your business needs. The custom integration can be designed to make changes in established data fields, streamline complex processes, and meet specific business requirements. However, this type of integration needs technical expertise and is also time-consuming.
- Third-Party Integration
Third-party integration refers to choosing a third-party integration provider to integrate Acumatica and Salesforce. There are many third-party integration platforms that provide pre-built connectors to ensure seamless data transfer between Salesforce CRM and Acumatica ERP.
- Cloud-Based Integration
Under cloud-based integration, the integration is hosted in the cloud, which comes with a few additional elements such as mapping, real-time synchronization, data conversions, and more. This type of integration has its own advantages like reduced infrastructure cost and higher scalability.
- Professional Services
This is probably the best and most preferred option amongst businesses. Seeking help from expert consultants is the best way to integrate Acumatica and Salesforce. There are experienced integration firms like Greytrix that have their own cloud-based integrator like GUMU™ to seamlessly integrate both systems. Being professionals, they can assess your business requirements, provide you with a custom solution, and even provide training and ongoing support.
Conclusion
Acumatica – Salesforce integration is how your business achieves higher productivity and efficiency while delivering the best customer experience. However, it is also crucial to understand your business requirements in order to leverage the integration solution the right way.
Therefore, it is advisable to connect with expert consultants. Greytrix has more than 24 years of experience in the ERP and CRM market. We can help you give a comprehensive view on Acumatica – Salesforce integration.
Give us a call at +1 888 221 6661 or click here to get in touch.