Most growing businesses find that a CRM (usually Salesforce) and an ERP are vital parts of their toolkit. Salesforce takes care of everything to do with customers and marketing, while the ERP keeps all those backroom processes, like accounts and inventory, running smoothly.
Many businesses can tick along quite happily for some time with Salesforce and their ERP running separately from each other. But as a business grows, the need to share data between the two systems increases. Staff finds that they’re having to copy data manually between the two systems, or constantly ask each other for vital updates.
That’s where a Salesforce ERP integration comes in. Integrating Salesforce with your ERP means that data flows between the two systems and can be accessed in both. When this happens, your business can run much more smoothly. Here’s how.
You’ll avoid costly mistakes
Without data integration, mistakes with data are inevitable. Even if you don’t think you have any great need for copying data, there will always be times when you have to do it. For example, your sales team might need to take a look at a client’s credit history when negotiating a sale.
Whenever you copy data manually, there will be mistakes – it’s unavoidable simply because we’re human. Those mistakes can cost. Say you get two customers’ with similar names’ records mixed up. That will be embarrassing at best. At worst, it might earn you a visit from the Information Commissioner. Integration eliminates this risk.
You’ll save time
Even if you do manage to copy data manually without ever making a mistake, you still have to find the time to do it. Spending hours fiddling with spreadsheets or answering queries for other members of staff is rarely the best use of anyone’s time. Integration means you don’t have to. It can also save you money on training. If everyone in your business can access the data they need from the system they’re most familiar with, they won’t need to be trained to use anything else.
You’ll build relationships
Free access to vital data makes it easier for both staff and customer relationships to flourish. When data is shared manually, with all the risks just outlined, mistrust tends to develop. People know they cannot always trust the data they’re using, and so they also struggle to trust the people who’ve supplied it to them.
Staff using data they know might be faulty to support their interactions with customers don’t work with confidence, and that often leads to customers becoming suspicious.
Integration means that data is reliable and known to be so. When that happens, people start sharing information and working together to support the business, rather than being preoccupied with whether the information they have is usable.
You’ll support innovation
Access to more data supports innovation because it gives everyone in the business a 360-degree view of what’s going on throughout it. People from outside a team might have insight that those close to its work struggle to provide, for example. Everyone can spot trends more easily with access to good data. And ideas carry more weight if backed up by that data.
Integration is essential to the smooth running of your business, both now and into the future.