Top 6 Benefits of Integrating ERP with Salesforce CRM (That You Must Know) - PowerPoint PPT Presentation

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Top 6 Benefits of Integrating ERP with Salesforce CRM (That You Must Know)

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Title: Top 6 Benefits of Integrating ERP with Salesforce CRM (That You Must Know)


1
Top 6 Benefits of Integrating ERP with
Salesforce CRM
www.coservesolutions.com
2
INTRODUCTION
Its a good moment to be within business in the
middle range between small businesses and large
companies (midmarket). Earlier, technology has
taken its generous time streaming down from the
industry level, through the midmarket, and into
the small and midsize business (SMB) space
giving rise to need of integrating ERP with
salesforce CRM.
www.coservesolutions.com
3
High time for Midmarket Tech Sales
www.coservesolutions.com
4
6 Benefits of Integrating ERP with salesforce CRM
  1. Provide Unified Access from Various Systems
  2. Enhanced Communication
  3. Deliver More Acute Data
  4. Avoid Costly Errors and Save Time
  5. Automate Workflows Without Coding
  6. Enhance Customer Service and Satisfaction

www.coservesolutions.com
5
1. Provide Unified Access from Various Systems
Few employees might be able to understand one
system more than the other. The sales team is
more prone to skill and understand Salesforce,
but somewhat the people on the financial
planning team are specialized at utilizing the
ERP system.
www.coservesolutions.com
6
2. Enhanced Communication
By Integrating ERP with salesforce CRM it also
can intensify information beyond teams. For
instance, The finance team handles the ERP. When
the finance team corresponds with the sales team,
the ERP has all the data finance needs, as well
as the data that lives in Salesforce. This
empowers finance and sales to have more
productive exchanges.
www.coservesolutions.com
7
3. Deliver More Acute Data
Since the data from all integrated systems is
shared on the Cloud ERP system, there is more
data it can use in its assessment and briefing
per system. As an outcome, operators gain more
in-depth and appropriate information about the
customer. By integrating ERP with salesforce CRM
you can deliver more quality and acute data.
www.coservesolutions.com
8
4. Avoid Costly Errors and Save Time
Any standard data entry can result in errors,
even when following copy and paste format.
Usually, in circumstances of companies hinge upon
several systems, employees need to insert the
same data into each of them. This boosts the
possibility of errors and data duplication.
www.coservesolutions.com
9
5. Automate Workflows Without Coding
With integrated Salesforce ERP platforms, nobody
needs to demand programming to install
workflows. As workflows can be produced with
simple point-and-click, anybody can handle
business logic to transfer data, generate
processes, and automate data administration.
www.coservesolutions.com
10
6. Enhance Customer Service and Satisfaction
Combining various systems gives an overall
comprehensive view of all your customers ranging
from buying tendency and choices to order history
and payment transactions. Resulting in better
customer relationship management and helping the
organization to expand.
www.coservesolutions.com
11
How to Integrate ERP with Salesforce Systems
If an organization already does CRM then the
decision to integrate the ERP system must not
be time-consuming as well as easy on. Despite,
what usually holds companies back is its actual
process of integrating ERP with salesforce CRM.
www.coservesolutions.com
12
Conclusion
With integrating ERP with Salesforce CRM together
it becomes easier to bring more productivity
into sales and customer support. This allows the
company to grow its business by improved quality
support in all departments in finance, sales and
customer support fluently without any errors.
www.coservesolutions.com
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