ERP and CRM Software Integration: Top 9 Benefits


To streamline your workflows and drive efficiency in your business, it is imperative to integrate all the different business software that you use. Usually, it’s resource planning and customer relationship management that turns out to be a game-changer for businesses. Companies that invest in ERP and CRM platforms see an increase in sales, deliver personalized experiences and have smooth workflows, among other things.

But, it gets difficult to switch between your top resource planning software and the best customer relationship management software on a daily basis. If you want to boost productivity and have control over your business processes to accelerate revenues, there is no better option than an ERP and CRM software integration.

Let’s dive in to explore how ERP and CRM software integration will benefit your business and take it to the next level!

Benefits of ERP and CRM Software Integration

Easily Create Accurate Quotes

With CRM and ERP system integration, your sales reps will have easy access to data about your inventory and costs. This will remove all bottlenecks in communication between the sales and supply chain management team. Now, it won’t be a hassle for the sales reps to create quotes as they will readily know about the availability and prices of products in the warehouse.

End-To-End Visibility of Business Processes

To engage customers in real-time and deliver personalized experiences, it is important to have a holistic view of all your business processes. This is only possible by integrating your enterprise resource planning software with SuiteCRM.

Moreover, you can also customize SuiteCRM to mirror your business needs. This will allow you to have all the information about different business processes including sales, marketing, supply chain, finance, and customer service right where you need it. By the way, don’t forget to go over our best customization practices for CRM software to make sure you’re doing it right.

Eliminate Data Duplication

Does your sales team spend a lot of time duplicating finance-related data to gain insights and make data-driven sales decisions? When ERP and CRM aren’t integrated, there is a high probability of duplication of consumer data which might result in inaccuracies. Not just this, CRM and ERP integration will save you a lot of time and effort so your team can focus on the important tasks.

Reduce Data Entry Points

As data entry is a redundant task, it is the priority of many businesses to integrate their data entry platforms to save time and storage space across different platforms. Moreover, with CRM and ERP software integration, you can minimize the risk of human error that can result due to the manual entry of data.

Accurate Sales Forecasting

To strategize better and have a proactive approach, you need to make a plan based on facts and data. Now, if you integrate CRM software with ERP, you will have accurate forecasting. This is because your sales team will have all the information about inventory in the warehouse, the expected demand for goods and services and the sales reports.

360-Degree View of Customer Lifecycle

With customers demanding quick and personalized responses, it is important to provide them quick assistance. For this, you can’t just rely on your CRM software or an ERP platform. Equip your staff with data about inventory and processes in the warehouse to better answer customer queries and pitch products. In such a situation, CRM integration with ERP software will be your savior. Your teams can make more informed decisions and transform customer relationships.

Higher Efficiency in Business Processes

Are you putting in considerable effort to take your business to the next level? You need to adopt efficient business processes and lean production methods to stay ahead of the curve. If you checkmark these conditions, then perhaps you are not leveraging your business software fully.

The right approach would be to go for CRM and ERP integration to turbocharge your business growth and deliver unparalleled customer experiences. Moreover, CRM implementation will help to automate workflows, so connecting it with ERP will help to revolutionize your process management, finance management, and resource planning.

Promote Collaboration Among Teams

If you are a small team or a large enterprise, it is important to have seamless communication among teams. Often, it gets difficult for the customer-facing teams and the supply chain management teams to correspond and be on the same page. This results in communication lags and inaccurate information that ultimately affects the customer’s experience.

Hence, even if your sales and customer service team is using a CRM platform or an ERP software for small businesses, there is a dire need to connect them to streamline collaboration among teams.

Reduced Software Training Expenses

Training employees to use different business software is time-consuming and costly. Going for CRM and ERP platform integration will save you a lot of money and time. This will let you focus on keeping your platforms updated and deliver meaningful customer experiences.

What Are You Waiting For?

Integrating CRM and ERP platforms will give you better reports to make informed decisions, boost your team’s productivity and streamline your workflows. Hence, it will keep you ahead of your competitors, so you can achieve a high ROI on your investment in the top customer relationship management system and resource planning software.

RT Dynamic is an Official SuiteCRM Partner firm and is proficient in the provision of services including SuiteCRM Support, Integration, Customization and Migration.Get in touch by filling out the Contact form. We will be glad to assist you!

Need Help? Get Free Consultation

    By clicking on Submit you agree to our Terms & Conditions

    Send me news and updates

    Get in touch

      By clicking on Submit you agree to our Terms and Conditions

      Send me news and updates

      Contact Information

      • California
      • 795 Folsom St, San Francisco,
        CA 94103, USA
      • +1 415 800 4489
      • Minnesota
      • 1316 4th St SE, Suite #203-A,
        Minneapolis, MN 55414
      • 1-(612)-216-2350