3 Main Advantages of Integrating ERP Application with CRM System

Turn CRM Account into ERP Customer with a single Click

Consider this: Every time new customer information is added in your CRM system, you have to transfer it manually to your system. Now this manual entry from CRM account to an ERP customer record might not be frustrating if you are acquiring one or two customers every month. However, if your customer acquisition rate is high, this data transfer can frustrate you to no end. However, ERP integration with CRM will allow you to convert a CRM account into an ERP customer with a single click, in turn saving considerable amount of time.

Access Financial Data from CRM System

As we all know, ERP is commonly used to manage core processes including financials. Use of ERP can help streamline financial transactions with your customers. However, CRM integration with ERP means, you can view financial data directly from within the CRM system. With a single click, you can retrieve financial transactions of customers from ERP system.

Get Complete View of your Customers

A fully integrated ERP and CRM solution means you get a 360 degree view of your customers. Thus you see all meaningful information about each and every customer by accessing just one system. No longer, you have to go through multiple systems to get complete view of your customers.

You have access to all the behavioral and demographic data of your customers from one place. So whether you want to know the buying behavior, order history or the accounts payable of any customer, everything is available at one location. This can certainly help to enhance the productivity of your team and keep customers satisfied.

On the whole, integrating ERP with CRM application gives you the opportunity to automate certain business processes and provides better insights about your customer information. All this can help to streamline business, reduce process complexity and boost return on investment.