The Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) are two different modules important for any business to maximize their success. If distinguished, the erp software includes processes like internal management, the creation of orders for customers, management of inventory, human resources and the accounting, whereas CRM focuses on the sales, marketing, and customer service. Generally the ERP and CRM modules separately helps in smooth operations, but if integrated they provide additional benefits as well. The combination of two will not only improve the processes but also enhance productivity in a business.

Why ERP and CRM should be integrated?

Independently, ERP and CRM are affordable and works effectively for different types of businesses but their integration is recognized to provide you with better rate of success. PC Soft has studied the current environment of businesses and offers reliable combination of the modules. Following are the reasons for integration which you should know:

  • Easy Order and Quotation for Customer:

The employees using ERP software will be able to see the live orders generating from sales reports in the CRM. This will completely remove the need for a similar entry in both the modules. The status of sales will be clearly visible to the sales representatives and the customer will be updated about the work throughout the entire process.

  • Right Quotation and Inventory:

The internal team will directly receive orders from the sales representatives. Therefore as per the customer’s requirement, the pricing can be rightly managed. Also, discounted pricing or promotions in the CRM can be calculated to see that the customers get the correct price.

  • Accounts Centralization:

Both ERP and CRM modules include information about customers in detail like contacts, order history, shipping information, etc. The integration will help to view complete details from both modules at one place. This will ultimately save time and reduce the chances of human error.

  • Helps to avoid Data Duplication and Real-time view of Data:

As stated above, there will be no duplication of data since there will always be a single entry in the central database. This prevents double or more data entry by numerous users and also lessens chances manual data entry errors. For the real-time view, the sales team will access and study the related sales history and previous conversation through the system itself.

  • Helps to Forecast and Raise Productivity:

The integration of ERP and CRM will allow the ERP users to access customer details, sales history, creation of management information system and forecasting reports in the business. This will assist the internal management to take right decisions and plan for future actions for better business growth and success. When single work can be done by using lesser resources, this will save a lot of time which can be invested in other important works.

  • Enhanced Customer Service and Mobility of Information:

The sales representative will be able to give right and precise information to the client with the help of Customer Centric view in the erp software. This will help to provide quality services to clients and earn more respect for your services in the marketplace. The integration will also help in the accessibility of information for the sales representatives from anywhere.

Many organizations are now realizing the need to integrate ERP and CRM in one solution. This will prove effective for small and the medium-sized enterprises to grow steadily with success. Therefore, rather than implementing only ERP in a business one should do the integration of both, ERP and CRM for effective progress and productivity.

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