What Are the Benefits of Integrating ERP and CRM and How Can Your Business Benefit.

In a highly competitive market, customer loyalty is essential to maintain your margins and ensure the long-term success of your business. There are many strategies to build brand loyalty. However, you may not realize that the integration of your ERP and CRM solutions is an essential step to create and retain loyal customers.

At a high level, the integration of ERP and CRM software module allows your employees to provide fast, informed and more personalized customer service. You can reduce inconsistencies between sales and inventory, increase the accuracy of offers, reduce manual data entry, and increase the information available to each customer. Integration means gaining 360-degree visibility of your customers and providing an experience that will help you stand out from the competition.

Traditionally, ERP and CRM solutions have been viewed as two separate systems for separate functions, and you may think that integration is not worth it. However, we would like to share some of the substantial key benefits that our customers benefit most from by integrating their systems.

Why should you consider integrating ERP and CRM:

1. Precise estimate and inventory/order

When salespeople can access inventory and current product prices in real-time, they can provide more accurate quotes, lead times and shipping dates. This level of consistency and precision is the key to building satisfied and loyal customers.

2. A deeper understanding of purchasing behavior and trends

As a business, you want to offer products that meet customer needs and improve their lives. When the sales team can view information such as order history and customer calls, it can proactively anticipate customer needs and deliver the right products at the right time.

3. Improved budgeting and forecasting

When ERP and CRM financial data are linked, forecasts can be easily adapted to demand. Prevent excess inventory or bottlenecks, improve delivery times, plan customer trends and ultimately increase customer satisfaction.

4. Empower each employee to help your customers

When employees in your company can see the full picture of the customer in real-time - call history, settings, orders, service requests, contracts, solutions and other information - they can work together seamlessly to help customers. This requires consolidated and centralized information between your systems.

5. More sales opportunities

By understanding customer order history, salespeople can have the benefit of up-selling or cross-selling. In addition, salespeople can use machine learning with modern business intelligence tools such as predictive analytics to get automated and targeted recommendations.

6. Invoicing and accelerated payments

Fast and accurate invoicing strengthens the company's credibility by demonstrating consistency and making your customers' work easier. When your ERP and CRM are integrated, you can automate your cash quota process.

7. Personalized customer experience from start to finish

With the full transparency offered by integrated CRM and ERP, you can provide customers with what they need, when they need it, on the channels they prefer. You can even create self-service portals for your customers. This level of personalization is a strong path to loyal customers.

Sunbridge Software Services Inc. specializes in helping customers achieve their strategic goals through innovative, efficient and integrated solutions. Contact us to learn more about our experts on how to build customer loyalty and achieve your long-term goals.