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The CRM system gives you the ability to work with sales and warehouse management applications. If your company uses this type of software, it enables the seamless exchange of key information between them. This is a practical solution for companies that want to expand their operations by taking advantage of the opportunities offered by the CRM system, and focus the management of the organization in one place. Combining CRM with an ERP system provides instant transfer of information about customers, products and billing. Such integration speeds up the implementation of a new system, as users can start working with a CRM that already contains information (such as a customer database) from a sales and warehouse application.
Integration with the sales software enables automatic updating of product data, prices, inventory and pricing strategy. Changes made in the sales system are automatically synchronized with the CRM system.
It's not just a one-way exchange of information, where data is taken from the trading system. It is equally important to enable a smooth flow of data in both directions. Exporting orders from the CRM system to the sales and warehouse software is done without the need for user interaction and significantly speeds up the process, saving valuable time.
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Systems integration offers a wide range of benefits. The CRM system focuses on customer relations, while the ERP system supports the overall management of the company and its resources. Their combination provides comprehensive support for different areas of the company, especially for sales and customer service departments, resulting in faster order fulfillment processes. What specifically do you gain from this integration of CRM and ERP systems?
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From our sales system, we retrieve basic customer information, such as company name, tax identification number (TIN), address, and details of our cooperation, for example, discount policy, preferred forms of payment and established price level for a given customer.
A new contractor that is added to the sales system immediately goes into the CRM system in real time. However, a new customer entered in the CRM system does not immediately go into the sales system. This is a deliberate action. In the CRM system, we often add complex databases of potential customers associated with potential sales opportunities that may never turn into actual cooperation. Only when the customer makes the first order is it transferred to the sales system.
By linking the CRM system to the ERP system, the user gets access to key business documents. He has the ability to view invoices, track customer billing and monitor late payments among his customers.
The availability of invoices and billing documents in an integrated CRM system also facilitates sales reporting. This makes it easy to analyze the performance of the sales department, for example, by taking a detailed look at selected contractors.
For salespeople, a key process is preparing offers and placing orders. Integration of the CRM system with the sales system provides the employee with up-to-date information on available products. This allows for real-time monitoring of stock levels, informing about the availability of goods and their prices for a particular customer.
When creating a quotation or order, the integrated CRM and ERP system automatically proposes to the salesman appropriate prices tailored to the customer in question. It takes into account variables such as price level or assigned discounts for the contractor. This makes the process of creating offers and orders more efficient, saving the merchant time.
Integration of the CRM system with the sales system streamlines the entire order handling process. When a salesman prepares an order in CRM, it is automatically transferred to the sales system.
This means that if a salesman is working in the field, headquarters does not have to wait for orders to be emailed after visits to customers. Thanks to the integrated CRM system, an order placed by a salesman immediately enters the ERP system. The order processing department can prepare products for shipment in real time. This results in shorter lead times and eliminates the risk of mistakes when transcribing data.
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In integrating the CRM system with key data, this works in real time, ensuring ongoing synchronization. When new information appears in the sales system, it is automatically transferred to the CRM system, ensuring that the data is consistent and up-to-date.
Adding a new customer, invoice or product in the sales system instantly transfers this information to the modern CRM system, allowing instant access to this data.
However, certain changes, such as editing a product description or modifications to a previously issued invoice in the sales system, require time synchronization with the CRM system. The synchronization process is scheduled and performed daily at a set time, allowing these changes to be captured and transmitted within a specific time interval. This regular synchronization ensures up-to-date information and consistency between both systems.
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