Why the C-Suite Can’t Turn Down CRM and ERP Integration

    C-Suite ERP CRM Integration

    4 Reasons to Integrate ERP and CRM

    So, you’ve gone through the long slog of implementing both CRM and ERP systems in your business, and came out alive on the other side. However, you’re not seeing the ROI you expected and data is getting lost and corrupted in the shuffle between the two systems. Integrating data processing and input fields between your ERP and CRM seems like the way to go, but you come to find your company’s decision makers won’t sign off on a project that just adds more money on top of the cost it took to implement the software.

    It’s reasonable that there’s going to be an instinctual pushback to any project that will add extra time and money on top of the implementation period. However, it’s critical that the leadership at your company understands that CRM and ERP integration is vital for business growth and enterprise transparency. Integration can do many things for your business’ ability to both serve customers and drive profits. It’s only a matter of laying out all those benefits for your C-Suite to convince them to approve the project. We can help with that; check out four advantages of CRM-ERP integrations that will bring the C-Suite to your side. 

    Find out why Unity is the best solution for integrating ERP and CRM by checking out our video demo!

    1. Supercharged Sales

    Although it doesn’t come close to the cost of implementation, the price of connecting CRM and ERP might have some executives turning their noses up. After all, why should they spend any more money on enterprise software that has already cost a significant amount? However, software integration won’t hurt your bottom line in the long run. By helping sales teams work smarter and faster than ever, it will actively encourage higher profits. Integration will help your sales teams gain insight into inventory levels, production times and delivery dates so that they can keep potential customers and current clients informed. What’s more, if you base your integration in the cloud, all of this data will be available to them on their mobile devices. Compared to the initial investment in ERP or CRM systems, the price of integration is minimal, and the returns you will see are incomparable.

    2. Total Enterprise Transparency

    ERP with CRM integration will help build an entirely new culture of enterprise transparency. Because it fosters greater communication between your company’s back office and your sales team, the connection will naturally improve productivity and collaboration across the organization. Every employee gets a greater insight into how their tasks impact others on the team, and departments work together for the customer rather than in isolated silos.

    If that kind of jump in connectivity and communication isn’t enough, let your top executives know that with CRM and ERP integration, they will understand better than ever what is happening at every level of the business. With a few clicks, they can drill down into details of production and processes. Whether they need this information for performance reviews, important stakeholders or an audit, your executives will have a hard time saying no to that wealth of information.

    3. Streamlined Production

    Instead of working in between two systems and going back and forth for the information on an order date and client/sales history, all data is stored on a singular platform when CRM and ERP are integrated. Managers can leverage actionable data drawn from the entire business to make decisions faster.

    Another one of the biggest reasons for CRM and ERP integration that employees love—no more double-entry of data! Double-entry of client and transaction information into multiple enterprise systems is arduous, often pointless and mind-numbing. If you already have a wealth of client information in ERP from past orders, that data could be available immediately in your CRM. Entering data is one of the biggest opportunities for mistakes and corrupted data within your technology infrastructure. Avoid this costly time-waster and watch as employees have more time to focus on mission-critical tasks.

    4. Cleaner Data Guaranteed

    Clean, accurate data is precious both to your executive board and to the entire company. It’s what your business needs to drive production, close sales and follow up with clients who could become valuable repeat customers. Reporting is a crucial function provided in both CRM and ERP systems. Now, imagine if you could generate just one report powered by information from both platforms. By corroborating data across departments, erroneous data will naturally be reduced. The accuracy that an integration can provide through the reduction of double-entry and the pooling of all necessary data into one critical system means that ERP and CRM integration is a must.

    After all, one of the reasons you implemented ERP and CRM software in the first place was to enjoy access to a wealth of data on your operations and customers. Remind your C-Suite of this, and they’ll want to ensure the integrity of this priceless information.

    Wrap Up

    Introducing your C-Suite to the necessity of enterprise integration won’t just help get the budget approved; it will also encourage your whole organization to realize the many time-saving and cost-cutting reasons for such a project. When they see just how much easier integration will make their day-to-day tasks, software adoption will be a cinch. After all, with the results right in front of them, how can your co-workers and team members not want to achieve the kind of growth and ROI that enterprise integration can provide?

    If you want advice on how to get started on your own ERP and CRM integration, get in touch with an expert consultant at Datix today. We’ve created Unity by Datix, a pre-built and managed application that can be installed easily, has no coding requirements on your end and has already helped countless businesses reap the rewards of CRM and ERP integration. An Epicor Platinum Partner, certified partner of Microsoft Dynamics 365 and Salesforce CRM, an integration expert—Datix has all the enterprise software solutions you need under one roof!


    Paul Arthur

    Paul Arthur

    Vice President of Solution Engineering, Paul is an experienced strategic business development professional. He is highly regarded for his ability to implement continuous process improvements to reduce costs, maximize profits and improve quality with increased throughput.

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