Benefits of Integrating CRM with ERP

It’s more important than ever to stay connected to your customers and what better way to do it by integrating your CRM with your ERP.

Knowing what’s happening during each step of the sales cycle (marketing, quoting, sales, delivery and post-sales support) requires a standardized customer management system that the entire organization can use.

A CRM system will track the customer journey, from lead to deal. But it also needs to seamlessly connect with your cloud ERP solution. 

With a connected CRM you can make proposals and quotes right in the ERP. They can be easily turned into orders saving time and streamlining order management.

Acumatica Cloud ERP gives the company wide access to data in real time. If your CRM system is integrated with your ERP solution, every department has access to the same (synchronized) data from a single source of truth in real time. 

For example, when the sales team talks to the customer they can make changes or notes for the warehouse team to see, keeping everyone updated around the clock.

Acumatica’s CRM also has an Add-In for Microsoft Outlook, which works with incoming and outgoing email in Outlook, allowing users to:

  • Search for existing leads, contacts, and employees in CRM
  • One-click access to an existing contact
  • Create new leads and contacts right from your inbox
  • Create opportunities and cases associated with existing contacts
  • Log activity and attach email contents to CRM

As you can see, the benefits of an integrated CRM and ERP system include increased productivity, better decision making, increased profits, and most importantly, happy customers!

Investing in customer relationship management (CRM) software that integrates with your ERP helps enable control, visibility and helps the entire business function as a cohesive unit. What could be better than that!

Looking for more information? Chat with our experts today.

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