7 Reasons to Integrate CRM with ERP
Integrate ERP – Customer Relationship Management and Enterprise Resource Planning are critical elements for growing a business. While these systems are usually separated, here are some reasons to think about integrating them.
1) It’s Easier To Train People On One Thing
Companies are busy enough without having to spend all their time training people on different software platforms. Having one integrated system means people only need spend their time learning one system, and if they move departments within the company, they won’t find themselves presented with a completely unfamiliar management system.
Having an integrated system can save time, too, as employees can access everything they need from one program instead of spending time constantly moving in and out of each of them.
2) Knowledge is Power
CRM focuses on customers, while ERP focuses on employees and making company operations more efficient. Together, these systems can provide a more complete understanding of the company’s activities and how things are working. This is particularly important for managers, who should be able to make decisions after acquiring a complete view of customer behaviors and how the business is responding to them.
3) Without Integration, Problems Can Blindside The Company
CRM is the most important tool for new companies, but sooner or later, every business that continues to grow will need to implement some form of ERP. However, many companies won’t realize they need this system until the time when it would start being useful has already passed. In situations like that, companies often find themselves unable to take advantage of opportunities or correct problems while they’re still small.
4) They Expand Your Options For Growth
It’s common knowledge that growth comes in two ways – increased sales and decreased expenses. CRM focuses on the former, while ERP focuses on the latter. Integrating the two systems allows a company to pursue both of these goals at the same time, maximizing the number of options for growth.
5) They Can Improve Collaboration
The best companies are greater than the sum of their parts, but if different areas of the company aren’t collaborating, then growth can be more than a little difficult. The most important aspect of this is unifying the source of the company’s data and avoiding the errors that can appear if different groups are using different information.
6) Service And Support Is Easier
When both systems are integrated, it’s easier for a well-trained support staff to diagnose and resolve any issues your company might have. This directly leads to improved system reliability, allowing employees to continue working rather than waiting around for tech support to do its job.
7) The Longer You Wait, The Harder It Gets
Finally, there’s the most practical of all considerations. If you’re truly serious about growing your business, this is something you’ll be doing anyway. However, if the company is used to being a certain way, change will be hard. Integrating the software from the very beginning makes things easier on everyone. Failing that, it’s best to do it as early as you can and get the painful part over with.
There’s no doubting that CRM and ERP are valuable software solutions for businesses. As you’ve just seen, though, they’re even more valuable when they’re properly linked together. It’s better for the employees, it’s better for the companies, and it’s better for the business. If you haven’t already integrated these systems, it’s time to get started.
If you’re not sure where to begin, AlfaPeople’s experts can help you get a better understanding of where you’re at and what you’ll need to do.
Call now to begin making your company more efficient and profitable.
Read more about Microsoft Dynamics 365 here.
If you want to hear more about how AlfaPeople can help with the implementation of new Microsoft business technology, contact us here.