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.