ERP Integrated CRM adds value to most off the shelf CRM systems by pushing and pulling data between your ERP system (eg Sage, Quickbooks, Xero) and your Customer Relationship Management system resulting in consistent, up to date information and seamless automated processing.
True and complete visibility of your business processes! From Sales to Marketing and Customer Service your business will have all the information it needs on hand to make more qualified decisions on how to maintain and improve.
Reduction in admin and improved efficiency! Companies too often are stuck spending time on manual, arduous administrative tasks that chew up valuable employee resources better spent elsewhere. A prebuilt ERP system with an integrated CRM system helps to minimise these processes by automating workflows, negating repetitive data entry, and enhancing productivity.
Maintain a tidy and easy to manage database! When your ERP and CRM platforms aren’t working together, you are likely to run across duplicate customer data. An integrated platform removes the chance of encountering duplicate or inaccurate data and helps improve data-driven processes across your business ecosystem.
Teamwork makes the dream work! Previously, accessing the same data at the same time was impossible. Now, real-time data is constantly being shared and used. Employees, regardless of their department, can access live information saving time, reducing errors and providing instant data that they need to interact with a customer.
Convert Opportunities to Orders Quickly! When sales and operations teams have instant access to real-time and historical data, they are able to move opportunities through the approval process much more quickly. The results include maximized business opportunities and faster time to revenue.
Reduce Switching Between Systems! An integrated CRM means that employees can view live data, view historical data, process orders, manage quality, see live order status and more without chasing other employees or switching between various individual software solutions.
Save money on ERP license seats! ERP integration reduces your reliance on expensive ERP seats by automatically processing data for you meaning those seats can be saved for the employees that really need them.