CRM & ERP Systems
CRM & ERP Systems
Gain Complete Customer Views
When you integrate ERP systems and CRM systems together, that’s exactly what you are getting.
Companies too often are stuck spending time on manual, arduous integration tasks that chew up valuable employee resources.
Eliminate Data Duplication
When your ERP and CRM platforms are siloed and not working together, you are likely to run across duplicate customer data.
Achieve Quicker Sales Approvals
When sales and operations teams have real-time data access, they are able to move customer contracts through the approval process much more quickly.
What is a CRM system?
A CRM or ‘Customer Relationship Management’ system is a tool that helps you to manage your company’s relationships and interactions with customers and potential customers.
CRM systems are typically used by Sales and Marketing departments but often include functions such as project management, order processing and finance.
What is an ERP system?
An ERP or ‘Enterprise Resource Planning’ system is used to manage the day-to-day activities of a business, such as project management, finance and operations and often incorporates a CRM system.
What is the difference between ERP and CRM?
There are a lot of similarities between ERP and CRM systems, but each serves different needs within a business. ERP software is designed to streamline operations and processes across multiple departments in a business. CRM systems typically focus on the sales side of the business – managing the company’s interactions with current and potential customers, as well as organising, automating and synchronising sales and marketing activities within a business. There is often a cross-over in terms of which features are in which, but typically ERP is seen as the larger, more comprehensive system incorporating most business processes into one place.
Benefits of a Bespoke CRM or ERP
A lot of companies spread their customer data across paperwork, post-it notes, emails and numerous spreadsheets and Access databases. A CRM system can dramatically improve the service you provide to your customers by bringing together all this information into one, streamlined system that gives you a single, detailed view of the customer.
CRM for Smaller Companies
A CRM will give everyone in your company access to exactly the same information about your customers, which means less duplication, more efficiency and fewer mistakes. It also means that valuable customer data won’t be lost as your staff will have a dedicated system on which to enter it.
CRM for Larger Companies:
A CRM can bring together your marketing, sales and service departments. It can help build better working practices, provide the customer with a joined-up service and identify opportunities to better connect sales and marketing to provide increased sales and improved customer engagement:
- Marketing – creating personalised, meaningful experiences for customers off the back of insights and data collection. Better attribution and the ability to determine ROI from marketing activities.
- Sales – easy identification of sales numbers and cross-sell/up-sell opportunities, real-time insight into your sales pipeline, key information about customer accounts before visits, e.g. any outstanding ‘live’ orders or any service issues to be aware of.
We can create a custom system that:
- Enables clients to easily add new users and computers without the need to purchase separate licenses for each additional user;
- Integrates with key systems and applications you already have in place;
- Includes features that can be turned on and off, so it can easily scale with business plans and any changes to business processes;
- Allows clients to create different dashboards for different departments;
- Allows for individual permissions according to authority level;
- Gives clients secure access to your data 24/7 from any web-connected PC, tablet, laptop or smartphone;
- Enables clients to quickly and simply produce tailored reports at the touch of a button, pulling data from across an organisation to give a view that’s wider than each individual department.
We can also easily build a feed from or closely integrate your CRM or ERP into your web applications or mobile apps, so that your sales people can use any downtime to easily get customer updates ‘on the go’.
Typical Challenges with ERP, CRM Integration
While those benefits to a successful ERP and CRM integration strategy do sound rewarding, a few potential roadblocks could be in your way. The most likely hiccup revolves around standardizing all your data across your business processes. You must ensure that each system that’s connected can accept the data being exchanged, and that requires data transformation that supports various formats.
Additionally, cleaning up old and outdated customer data is necessary for a strong ERP-CRM integration. A central integration platform is designed to give you a modern, clean approach to integrating the systems handling your customer data, but it’s difficult to realize the full value if you haven’t scrubbed those customers who haven’t been actual customers in years.
How to Create a Successful ERP, CRM Integration Strategy
Each enterprise is going to have different needs than the next company, but the common denominator for each is finding an integration platform that can reliably support its integration needs now and in the future. A central, unified platform supports all integration patterns required in your business ecosystem, whether it’s enterprise B2B integration, application integration, SaaS integration, or big data integration, and also supports the various EDI and non-EDI data formats those patterns rely on. It’s the cornerstone of any successful ERP integration strategy.
GsysLab Integration Cloud features ERP and CRM connectors to help you integrate the critical applications to power your enterprise. With integration connectors for ERPs like NetSuite and Acumatica to e-commerce applications like Amazon and Magento and everything in-between, Cleo enables you to seamlessly connect and integrate with the applications that your business needs to grow, evolve, and serve your customers at the level they deserve.
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