Integrating your CRM and ERP systems is a vital part of growing up and being successful as a business. Perhaps you started out with a couple of laptops and an Excel spreadsheet, but as you grow, you need much more than that.
Most businesses realise this pretty quickly. They get a CRM in place to help them deal with customers and sales, and an ERP to make sure accounts, inventory and all those other essential processes work smoothly. So far, so good. But as a business grows even bigger, with more staff, more products and more complexity, working with two different systems becomes difficult.
If you’ve got CRM and ERP systems that aren’t integrated, the chances are some or all of these things are happening in your business:
- You’re wasting time manually copying data between your two systems.
- You aren’t always seeing opportunities to anticipate customer needs and develop stronger customer relationships.
- Your teams sometimes mistrust each other, or get fed up of having to deal with requests for data.
- You’re spending money on training staff on two systems that you’d really rather use elsewhere.
All these things are pretty much inevitable without a CRM and ERP integration. The problem is, many businesses don’t realise it. It’s easy to get used to dealing with two systems and the difficulties that go with that. But if you really want to reach your potential, it pays to get serious about the way you use and share data, and that includes integration.
How to integrate
Businesses sometimes put off integrating their CRM and ERP because they assume that doing so will be a long and complex process. Maybe you think you don’t have the budget, time or technical know-how to get an integration in place. Or perhaps you’re worried about not knowing how to maintain an integration if you do get one up and running successfully.
Integration can be easy, if you choose the right company to work with. For most smaller businesses needing a CRM/ERP integration, an out-of-the-box solution will work just fine. You can spend more on a bespoke system, but you really don’t need to unless you want something unusual.
Make sure you find a company that offers decent ongoing support, so you don’t need to worry about being out of your depth technically. There are a few data integration companies and tools but one of the best one to keep an eye on is Rapidi Online.
What can you expect from a CRM ERP integration?
Once your integration is in place, what will happen? Well, you’ll obviously save money and time. But there are other, less tangible benefits. Businesses with integrated systems have data that they know they can trust, accessible to everyone, whenever they need it. It’s always up-to-date and accurate.
When the quality of your data isn’t in question, and it’s freely available, people start to use data better. They begin to see possibilities. It becomes easier to analyse where you are, spot trends and propose solutions. For example, people might spot an opportunity for a valuable automation that they just wouldn’t have been able to see before.
Integrating your CRM and ERP systems simply makes sense – most businesses will gain significant value from doing so.
6 Unexpected Security Concerns, and How to Prepare
As powerful as the Internet is right now, it’s impossible to even imagine where it will go over the next years and beyond. But, as fast as security protection continues to improve, hackers seem to improve even more quickly. Everything from new devices to apps…
Your Business Needs These 13 Digital Security Solutions – Here’s How To Get The Most Out Of Each
How would you characterize your organization’s digital security posture? If you’re not sure how to answer this question, or perhaps would prefer not to answer it at all, you’re not alone. Countless decision-makers, from uber-competent CTOs and CISOs to CEOs and COOs who couldn’t code…
Louisiana And Oklahoma Introduce Digital Identification To Prevent Fake ID Use
Digital ID in Louisiana Utilizing digital IDs has been a commonly broached topic for a while now. Although most states are only either deliberating their helpfulness or in the utmost initial stages, Louisiana has moved forward. The primary introduction of this technology was done back…
ScanGuard Review – Here is What You Should Know
Doesn’t it sound good and satisfying to have a goop-performing antivirus that is reliable enough? Yes, it is. For that reason, you need to be extra careful when you are in search of a good antivirus. Put all the necessary factors into consideration so that…
The Emerging Need for Social Media Security
By the time you’ve finished reading this sentence, nearly 700 passwords have been stolen from social media accounts across the world. Social media security breaches have the potential to cause up to $6 trillion in cybercrime damages by 2021, up from $3 billion in costs…
- 3D Printing
- App Dev
- Artificial Intelligence
- Arts and Entertainment
- Big Data
- Blockchain Tech
- Business Technology
- Car Technology
- Cloud Computing
- Cloud Storage
- Computer and Technology
- Conference Calling
- Coupons and Deals
- Cyber Security
- Dark Left 1
- Data Center
- Data Recovery
- Digital Arena
- Digital Marketing
- Edu Tech
- Email Marketing
- Google Glass
- Guides and Tutorials
- Health and Fitness
- Home Improvement
- Home Security
- Internet and Businesses Online
- Internet Marketing
- IT Careers
- Mobile Apps
- Mobile Security
- New Tech
- Online Shopping
- Project Management
- Reference and Education
- Reputation Management
- Sales & Marketing
- Shopping and Product reviews
- Small Business
- Social Media
- Tech Trends
- Technical Support
- Technology in Education
- Tips & Tricks
- Tips And Tricks
- Video Conferencing
- Virtual Reality
- Wearable Technology
- Web Design
- Web Development
- Web Hosting
Mike McGahan, President and CEO of CLV Group Inc., Discusses Leadership Role, upcoming Real Estate Developments
Dedication and passion are just some of the important traits that make up a positive role model and business leader. As President and CEO of CLV Group Inc., Mike McGahan understands the importance of these characteristics, along with having appreciation for those people who work…
7 Unique Teambuilding Ideas To Encourage More Collaboration
One of the secrets to managing a successful team of marketing employees is fostering an environment where those employees are comfortable collaborating with each other. If your team members are capable of communicating efficiently, sharing when they’re overburdened and splitting the workload, and genuinely enjoying…
3 Ways to Prepare For Cyber Security Risks That Employees Must Know
In a world where everything is much easier to do via mobile, app, or device, technology is not going to slow down. We’re all guilty of potentially owning more than one device, whether that is our personal phones, work phones, tablets or fitness trackers. All…
Non-Negotiable Elements For Your Business IT Security Plan
In 2019, having a business IT security plan is more important than ever. An IT security plan is the first line of defense you have for protecting your business – and your clients – against cybercriminals. Cybercriminals include hackers, who frequently obtain personal information with…
Businesses Need To Be Proactive When It Comes To Cyber Security
For business of any size, making sure they are not only compliant with security regulations but continually improving and adjusting the measures they have in place is vital. Quite often the factor which determines how a business approaches cyber security is the mindset of the…
How To Become A Cyber Security Analyst
What is Cyber Security? Cyber security is the practice of protecting a system or network from digital attacks. These attacks are generally aimed to retrieve or destroy sensitive information and it is a serious threat to all the organizations. Who is A Cyber Security Analyst…