Salesforce ERP Integration-Most businesses rely on technology in some way and there is no doubting the large impact that technology has had on businesses. Many companies use a variety of tools to help organize data, simplify their business and make the whole operation more efficient. Two of the most important types of tools are CRM (customer relationship management) tools and ERP (enterprise resource planning) tools.
CRMs (like Salesforce) allow companies to better manage relationships with customers. This includes allowing you to manage things like customer information, marketing, leads, customer service and a variety of other things. You do it yourself as these platforms are user friendly and simple to use. ERP tools, on the other hand, help to manage your overall business as a whole and can even automate a variety of tasks. ERP software can help with development, planning, HR, technology and more.
So, in general, CRMs are great for the front end and ERP are great for the back end. While these tools are both helpful on their own, they can also be integrated for extra benefits. With that in mind, this article is going to look at how integrating Salesforce with ERP tools can help companies.
Keeps Inventory in Check
If you are a company that sells a product, knowing your inventory is incredibly important. You need to know what you have in stock, how much you have and when you are going to get more. This is especially true if you are an online business. Having your inventory accurate will ensure your customers will know what is available.
If inventory isn’t accurately tracked, customers could become agitated that a certain product isn’t available in a certain quantity, even if your site says it is. The reason integration helps inventory is that you will have a clear and up-to-date view of your inventory. If you simply operate with only a CRM, all the helpful back end information simply won’t be immediately accessible.
Consistent Updates and Changes of Data
Both CRMs and ERP tools house a whole lot of information on everything from your customers to your business. This includes everything from purchases, customer information, payments, customer location and countless others. This information is constantly being changed, updated or adjusted.
Doing this manually within each tool can not only take a long time, but also increase the chance of errors occurring. Instead of having to update them separately and ensure everything is accurate, integrating the two will allow for quick and accurate updates. The data will be completely synchronized and can be updated or changed by people on either end.
Better Data Availability for Everyone
When running a business, there is nothing worse than being inefficient. Having to ask someone to do something or check something instead of doing it yourself can be a major waste. Unfortunately, this is how it works for many different companies. Accessing important information either takes a lot of digging or waiting for a response from a colleague in a different department.