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Companies are continually seeking ways to enhance operations, optimize customer interactions, and boost productivity. Two solutions that play a pivotal role in achieving these goals are customer relationship management (CRM) and enterprise resource planning (ERP) systems. 

While each system serves distinct functions, the question often arises: Should your business integrate CRM with ERP? To help you determine whether it’s the right move for your business, let’s delve into some of the key considerations.

The basics of CRM and ERP systems

CRM systems are powerful tools to keep sales teams organized and customer service representatives on top of their interactions. By centralizing customer data, tracking leads, and managing pipelines, CRM empowers sales professionals to make informed decisions and build meaningful relationships with clients. Customer service agents can also record critical customer notes, ensuring a seamless and personalized experience for customers.

ERP systems serve as a comprehensive solution to manage business processes, including finance, procurement, inventory, and human resources. By consolidating data and automating workflows, ERP streamlines operations, reduces redundancies, and enhances decision-making across the organization.

Why integrate?

Integrating these two powerful systems can be a game-changer for businesses looking to optimize their sales, customer service, and overall operations. Seamless data flow between both systems and improved sales processes are compelling reasons to consider integration. 

It’s also worth noting that when a CRM user sees financial data, it typically does not consume an ERP license. That means businesses that integrate the two systems can often extend access to financial information to more users without incurring additional ERP licensing costs.

Clearly, the advantages can be significant, but some businesses will benefit more than others from the integration of CRM and ERP systems.

Consider the needs of your sales team

If your company has a sales team that does quotes or orders, then integrating CRM and ERP systems might make sense. That’s because, with an integrated system, data can be entered in both places (CRM and ERP) and synchronized. The data is only entered once for customers and products.

Another great reason to integrate is if your sales staff or customer service staff need to see financial data on customers. For example, they may need to see open invoices, historical invoices, or product sales history by customer. Integrating your CRM and ERP systems gives teams the visibility they need.

Get the support you need

Should your business integrate your CRM and ERP systems? The experienced professionals at ACI Consulting can help you decide. We can also help you evaluate and implement the latest ERP and financial accounting solutions to help your business optimize payroll operations, save time and resources, and focus on core competencies. Contact us to learn more about our team and all of the services and solutions we offer.