Unlock the Potential of Your CRM Software by Integrating it with ERP

unlock-the-potential-of-crmWhile the economy is once again growing, uncertainty remains. As a result, even as companies make investments to grow their business, they continue to look for ways to squeeze greater efficiency from their operations while minimizing costs. They recognize that technology plays a huge role in these efforts and are ramping up their IT investments.

One important area where businesses can use technology to improve productivity is by integrating the applications they use in their front-office and back-office operations. Such integration allows companies to access accurate and comprehensive information that delivers a full customer view from all areas of the business. It also allows businesses to automate “straight-through” end-to-end business processes, such as the quote-to-cash cycle.

Customer relationship management (CRM) software has become a staple in many business offices. As companies continue to grow and serve larger customer bases, they need a system capable of alleviating the gap between the customer and the business. CRM software is designed to do just this. CRM serves to close the gap between employees and customer expectations so neither end comes up short.

However, for CRM to really work its magic, integration with other software systems must be a crucial ingredient.

If we accept that knowledge of a customer is even more important than performance of your product, then CRM can be a key differentiator, and a key to business survival.

Where product innovation is the only thing constant in a changing world, and new global players driving price competitiveness, a business needs to ensure they become indispensable to their clients. But services such as customer support are only as valuable as the customer views them to be.

So, the more a company knows about a customer’s needs, and tailors its offer accordingly, the greater the value it can provide that customer.  If a customer places a high value on your knowledge of their needs, then they face the prospect of significant disruption if they were to switch suppliers.  Good service and valuable insight, through use of CRM strategies, can help retain a customer (and their value) for a longer period of time.

However that accurate knowledge can only be attained if a robust CRM strategy is implemented with integration – a joined up view – as its foundation.  Quite simply you need one complete view of the customer, easily accessed by the many departments that deal with your customer’s business.

A good CRM implementation facilitates joined-up thinking, and from this, genuine value can be delivered. It enables individuals from all a business’ departments to access the “right” information – so there are no mistakes about who customers are, what they need, and how valuable they are to the business.

Unsurprisingly, this same capability also saves CRM software users time in looking for and inputting data and frees up management time to actually act on the information. When integrated with a company’s ERP system, CRM can exceed expectations and provide even more valuable information when you need it. Take a look at how joining your ERP and CRM business solutions can benefit your business:

  • Integration improves productivity.
  • Integration reduces the duplication of data-entry tasks.
  • Integration empowers employees with the right information at the right time.
  • Integration streamlines processes through automated workflow.
  • Integration improves organizational task management.

If you are considering integrating your Sage CRM and Sage ERP business software solutions and would like to learn more about the importance of integrating your CRM solution to other business systems, download our whitepaper, “Four Ways Integrated CRM-ERP Solutions Improve Productivity”.

If you are in the market for a new CRM solution, give us a call today. We’d be more than happy to help you integrate your current business solutions with a new CRM software system.

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