Business software integration helps increase productivity, streamline workflows and skyrocket business growth. Now if you are leveraging Salesforce for delivering unparalleled customer experiences, you can make the most of it by integrating it with your ERP system.
With Salesforce and ERP integration, get better control over your business processes, improve communication among teams, plan proactively and deliver the best results.
Before any further delay, let’s dive in to learn more about how Salesforce integration with an ERP system will help your business grow.
Accurately Create Quotes
Integration of Salesforce and ERP software allows you to easily create quotes for customers right from your CRM platform. As a result, your sales team will be automatically updated with all the inventory related information. This means there will be no delays in managing and processing orders right from your CRM platform. You can also maintain and keep track of all transaction histories according to different customers in your CRM database.
Unified Customer Data Platform
With Salesforce and ERP integration, you can ensure consistency in your customer data across multiple platforms. This cuts the hassle of going through different stages of the customer lifecycle; from leads in the CRM software to billing in ERP systems. Hence, you can synchronize customer data seamlessly and automatically update account and contact information in a unified platform.
Improved Customer Service
By integrating Salesforce and ERP, your customer service reps can deliver better customer service by providing a quick response to customers with all the information regarding order status, delivery time and payments, etc.
Greater Visibility in Business Processes
Get a holistic view of your business with Salesforce and ERP integration and gain end-to-end visibility of business processes. This will ensure that your sales, marketing, supply chain, and customer service teams, etc. are on the same page and are updated with all the business-related information. Moreover, by utilizing the Salesforce ERP solution, all your teams can adopt a proactive approach, plan better, streamline communication and maximize the revenues.
Increased Collaboration Among Teams
Seamless communication among teams can go a long way. By leveraging Salesforce and ERP integration, your customer service reps and supply chain management team can be on the same page. This will promote collaboration among teams, cut the delays in communication and improve customer experiences. Moreover, you can also leverage Salesforce Sales Cloud to shorten the sales cycle, make informed decisions and increase your sales.
Maintain Inventory Database
Hit the ground running by having access to all inventory related data and updates, right in your Salesforce. This will remove all bottlenecks in communication and allow sales reps to streamline the customer lifecycle and check if the current stock can meet the customer demands. Moreover, with Salesforce and ERP integration, your sales team can also get quick insights into the inventory data and be proactive in creating more sales opportunities by upselling and cross-selling.
Reduced Data Entry
Data entry is a cumbersome and time-consuming task. However, with the Salesforce ERP solution, you can automate data entry by integrating both the platforms. This also allows users to derive actionable insights from data and focus on tasks that can play a pivotal role in business growth.
The Bottom Line!
With Salesforce and ERP integration, you can streamline your workflows, better interact with data and boost the team’s productivity. Moreover, it will also reduce the expense of software training and increase CRM user adoption as a unified platform. All in all, the Salesforce ERP solution is a must-have to gain a competitive advantage and stay ahead of the curve.
Rolustech is an Official Salesforce Partner firm making its mark in providing services which include, but are not limited to, Salesforce Implementation, Customization, and Integration. Contact us now for a FREE Business Analysis. We will be glad to assist you!