6 Benefits of Integrating ERP and CRM

Great Products that are Better Together!

Nowadays, Sage 100 and Sage CRM integration is available “out-of-the-box” which eliminates the need for complex and costly point-to-point integrations.

While we already know that ERP systems come packed with features that automate back office activities and CRM systems handle front-office customer information - when combined these once separate solutions can greatly improve your organization’s productivity.

An integrated ERP-CRM solution saves time, reduces errors, and delivers accurate and comprehensive information.

Let’s take a closer look that the 6 benefits of integrating ERP with CRM.

1. Just Let the Processes Flow

An integrated ERP-CRM system improves the workflow throughout your entire organization. By designing and modifying automated workflows that span both CRM and ERP applications, you can expand on the individual capabilities of ERP and CRM systems and enable “straight-through” end-to-end business processes. Workflows automatically trigger the appropriate downstream business processes, passing data seamlessly between the front and back office.

2. Less Data Entry, Less Problems

Because integrated ERP-CRM systems create a single database of information, it drastically reduces repetitive data entry tasks. Once information is captured it is automatically populated to all relevant fields throughout the ERP and CRM environments. This not only improves productivity, it also eliminates errors, conflicting data, and reduces administration costs. What’s more? Because data is only entered once your employees will always have the most accurate and up-to-date customer information – regardless if they work in the front office or the back office. 

3. A True View of Your Customers

An integrated solution provides all your employees with a complete 360° view of your customers. Standalone systems made it hard for customer service reps to answer every customer question using one system - customer information was stored in one, while order history, credit information, and order statuses were stored in another. With an integrated ERP-CRM solution your employees will have access to the account information, customer-specific pricing, and stock levels they need to answer questions promptly and accurately.

4. Marketing That’s Right On Target

With customer information stored in a single database, marketers will have the tools and information they need to create highly targeted marketing campaigns. With information such as purchase history and spending activity marketers in your organization will be able to cross-sell and up-sell in efficient and effective ways. 

5. Easy Upgrades

Before ERP-CRM integrations were “out-of-the-box” upgrading one system or the other was complex and risky - which is why most businesses chose to run each system separately. But nowadays, with an ERP-CRM solution and upgrades are simplified. And with automatic upgrades from Sage you’ll always have the most up-to-date software and features that your product has to offer.

6. It’s All About the Money

A single system = a single cost. With standalone ERP and CRM systems organizations were forced to purchase a separate license for each user and each system – which increased total cost of ownership. Now that is a thing of the past. With an integrated ERP-CRM solution a single license allows users to access information throughout the entire system. Employees save time by not toggling between separate systems and you save money. 

Be sure to contact us to learn more about integrating Sage ERP with Sage CRM to improve your organization’s productivity.

By DWD Technology Group, a Sage CRM and Sage 100 ERP Partner serving clients throughout Indiana, Michigan, Ohio, Illinois, Kentucky and Pennsylvania. 

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