April 12, 2021

How Salesforce ERP integration Benefits Companies?

Enterprise resource planning is a business process management software that allows businesses to manage several aspects of business in a single application and database.  The ERP comprises customer relationship management, office suites, human resource management system to name a few. When it comes to Salesforce ERP integration, it allows your sales team to access everything from customers’ data, invoices, payment history, orders, quotes, and inventory management.

Moreover, it establishes smooth data flow within the systems, enhances the data visibility, automates data management, and allows the team to build smarter and informed decisions.

In addition, here are some major benefits of integrating ERP with Salesforce CRM.

Better Communication

Integration of ERP with Salesforce CRM enables the passing of information in no time across multiple departments.  For instance – if one department in an organization is using ERP software. At the same time, when they communicate to salespeople, the ERP has all the information that a department needs. This allows two departments to have effective communication as both the department shares the same level of data.

Unified access across Multiple Systems

The integration of ERP and salesforce enables users to access information conveniently through their system. For instance – The sales team is accustomed to Salesforce integration. On the other hand, the finance team is adaptive to the ERP system. Since both the data gets synchronized for both the teams, it’s unified access across multiple systems.

Provides Customer Service at Its Best

If your business sells products, there needs great customer service for the purchasers. Also, you need to make sure that the visitors have a good experience while visiting your site or store.

By integrating Salesforce CRM and ERP software, you are sure to get a coherent picture of your customers that will help you improvise customer service better than ever.

Integration of software enables payment transactions, purchasing tendency, automates data management tasks, ensures data accuracy, and helps speed up customer interactions.

For Instance  – if a customer wants a support service from your team, your support team will not have to spend much time to reply to their queries. They will find the response in no time. And this is the reason most companies invest in CRM and ERP software.

Automation with No Coding Efforts

When you have ERP software integrated with Salesforce, you do not need to put effort into programming to set up workflows. Since the workflows can be created in a simple way, you can easily transfer data, generate processes, and automate the information. Automation has a significant impact on business that makes operations very simple.

Provide More Precise Data

Data from all the integrated systems gets shared on the cloud ERP system. The software has access to more accurate data for assessment. This results in providing detailed information about the customers. By integrating Salesforce CRM and ERP, you are sure to get precise and quality data.

Prevent Errors

Manual data access and entry has the possibility of errors, even while cut and paste functions. Also, when an organization depends on multiple systems, there are chances of error. But, ERP integration with salesforce contains automated checks and makes sure all the integrated systems have accurate data with the same information.

With the integration system, employees no longer have to involve in multiple data entry processes, nor there will be data errors. This will save huge time, allowing them to accomplish the tasks on time.

Use Cases of Salesforce Integration with ERP –

Quote and Management

With Salesforce ERP integration, your organization delivers accurate sales quotes in no time. The organization can easily track order status and inform customers about any changes.

Invoices and Payment History

As the sales team requires quick information about new payments and invoices in Salesforce, the ERP integration helps in providing informed decisions related to recollecting debts.

Account and Contact Information

Customer information is stored in both Salesforce and ERP software. An ERP accesses the billing information while salesforce focuses on sales data and capturing leads. The organization can easily synchronize customer data from one platform to another. This removes the need of entering data individually to different platforms.

Inventory Data

Salesforce with ERP integration allows synchronizing inventory quantities. The retail sales team can easily track existing inventory against new products or requested products and generate sales opportunities. The system gives an overview to customers about their orders with delivery date information.

Product and Price Books

When it comes to update the product list or revise the product prices in ERP, all such information automatically gets synced with Salesforce price books. This enables the sales team to quote the actual product price and remove the possibilities of error.

Bottom Line

If you are seeking to improve your business with more efficiency, you should consider integrating Salesforce with your ERP software. Integrating ERP with Salesforce will bring productivity into sales and customer support. This allows the company to make a business grow with quality support across all the departments in sales, finance, and customer support.

At Solvios Technology, USA, we are having a team of expert Salesforce Consultants and project managers who hold expertise in Salesforce and ERP Integration. Connect with our team to learn more about how we can assist you in leading your next project.

Tags: Cloud ERP System / ERP Software / Generate Sales Opportunities / Sales and Customer Support / Salesforce CRM / Salesforce ERP Integration / Salesforce Integration / Synchronize Customer Data / Synchronizing Inventory Quantities