The benefits of ERP & CRM integration

Improve efficiency, accuracy and decision-making by creating a single source of truth.


Empower your teams to deliver better results with data all in one place

A complete picture

CRM and ERP systems are crucial to your operations. But each system only provides part of the story, leaving you with the potential for serious blind spots in your business. Siloed data can have negative effects like sluggish operations, inaccurate predictions, and fragile client relations.

A customer-centric approach

Combining the power of your CRM and ERP gives you a comprehensive view of your clients, improving your ability to meet their needs quickly and efficiently. An integration project should always start with the value the end result delivers. Value to your customers, your employees, and your business.


Define your integration goals

Start by clearly defining what you want to achieve with the integration.
This will help you prioritise the features and data that need to be integrated.

Select an integration method

Make sure that your CRM and ERP systems are compatible with each other. This includes checking for similar data structures, APIs, and integration methods. There are several different methods for integrating your CRM and ERP systems, including using an API, a middleware solution, or custom development.

Analyse your current processes

How do your Marketing, Sales, Customer Services, and Operations teams currently use the data in each system? What processes and workflows could be improved if they had seamless access to all data? We will help you map out those processes to inform how your integration will deliver value.

Map your data

Once you've evaluated your key processes, you'll need to map the data fields between your CRM and ERP systems. This step is crucial to ensure that data flows seamlessly between the two systems.

Implement, test & train

After the integration is set up, it's important to thoroughly test the system to ensure that all data is flowing correctly. Finally, you'll need to train your users on how to use the integrated system. This includes explaining the benefits of the integration and providing training on how to access and use the new functionality.



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