CRM and ERP are two important Pillars of any businesses. If a thing or two goes wrong with any one of them, it can invite unpleasant consequences. However, we are talking about making a match here. Yes, a union of ERP & CRM. The question is, have you integrated these two with each other? Do your ERP and CRM interact? If your answer is no, it is time you must do something about it.
Before we get an understanding of why it is important to merge the two, it is important to understand both and their workings individually.
CRM & ERP: Understanding the Difference
A CRM takes care of all the customer service interactions and information including prospecting, sales tracking, pipeline management etc. ERP handles the internal information of an organization along with the backend processes. This includes aspects like shipping, accounting, billing, order placement, tracking and other supply chain details.
When it comes to ERP, Odoo ERP is the most popular and widely accepted software. A lot of companies are into Odoo ERP development and craft ERPs based on the customer requirements. Let us now understand what CRM & ERP makes the best match.
Easy Cross Collaboration
One of the major benefits of the union of ERP and CRM is – their potential to work cross-departmentally. By putting your front and back office tasks together, your sales representatives can have a more articulate service. Which in turn, can save a lot of time and money. For example, your call center representative can inform your customers about the order without undergoing the prolonged task of searching all the information. In a matter of few clicks, they can know about customer finances, returns, order histories, payments, etc.
Access to Customer Details
“We will get back to you in a matter of 24 hours”. Sales representatives often say this to most of their customers. However, they can rarely keep up to their promises. Through ERP + CRM integration, they can respond to the orders and inquiries without any glitches. This is majorly because they can get a detailed view about each customer and their details. This includes information about their buying preferences, needs, habits, account status and more. If you lack the technical knowledge about this integration and how it works, an Odoo Customization Service Provider can help.
Quoting and Inventory Management
Once the ERP and CRM are merged, the sales representative can look into the ERP of the company and find out about inventory and current cost of the products. Thereafter, they can find out about factors like promotions and discounts from the CRM and provide with an accurate quote to the customers. This way, the entire quotation process becomes glitch free and articulate. Customers do like transparent and quick communication processes. Possibilities of being able to do so brighten with the union of ERP and CRM.
When it comes to accessing the data, most of the B2B companies need to access their data from their ERP solutions. As a part of it, they need to undergo activities like checking order statuses, monitoring their progress, checking the accounts etc. When ERP and CRM systems are merged, they offer better and real-time data which makes the business processes more predictable and accurate.
In today's tech driven world, it is extremely important to be agile. And to be able to do that, you must ensure that all the information flows seamlessly. When frontend and backend systems are merged, they simplify business processes and boost the ROI of any company. For a successful ERP and CRM integration to happen, you need to get in touch with a professional ERP development provider. Make sure you find the best one!