Businesses can integrate their ERP and customer relationship management (CRM) software to streamline business processes and boost productivity. CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) softwares are powerful tools for a business or enterprise to use. CRM handles the sales, marketing, and customer service information. It handles activities such as recording customer interactions, sales tracking, pipeline management, prospecting and creating/evaluating marketing campaigns. On the other hand, ERP handles the back-end processes and internal information. It takes care of tasks like order placement, tracking, billing, shipping, accounting, and supply chain details.
One of the biggest advantages of CRM and ERP integration is that it gives you a complete view of your customers. From prospect to sales and support, to finance and accounting.
Innovative Iteration Software Solutions Xcel ERP can transform unstructured processes into routine transactions such as electronic approval of purchase orders based on predefined company policies
In a major B2B enterprise, sales reps need to be able to access data within the enterprise resource planning solution. Sales reps often need to check in on the status of an order, make changes and check in on the progress of orders and account at any time and more. In terms of forecasting, the integrated ERP and CRM system will naturally provide better data since it’s real-time and always as accurate as possible.