Your Business Needs CRM and ERP Integration- Here’s Why

Your business depends on a plethora of software solutions for business optimisation. These solutions need to be integrated for better outcomes and ease of functioning. One such popular integration is CRM ERP integration. This amalgamation is best suited for maximum productivity, streamlined processes, and higher ROI. Both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) are inevitable for businesses in Saudi Arabia. However, they must always be used in integration and not independently. Want to know why? Read ahead to find out!

1. Better customer insights

CRM ERP integration gives a complete view of customers, making it the biggest reason to opt for it. You can attain deeper insights into customer details, ranging from sales, support, and finance. You get total and accurate visibility of your customer base. You can use these insights to identify behavior patterns and upselling and cross-selling opportunities. This integration is a game-changer in building effective strategies for lead generation and customer retention.

2. Consistent data

Both ERP and CRM systems store the same customer data. When both these systems work separately, you end up having a lot of duplicate data as the same information is being updated separately in both CRM and ERP. However, both these systems are integrated and work together, then the chances of duplicate data are eradicated. All you have is authentic, real-time data for quick analysis and results.

3. Improved teamwork

A well-connected workforce gives higher productivity. With CRM ERP integration, each team in the company has access to accurate, up-to-date data minus any duplicate information. This gives rise to great collaboration with no work disruptions.

4. Enhanced mobility

Sales and operations teams are able to work efficiently due to short process cycles as a result of CRM ERP integration. They can take care of customer contracts in a better way. It becomes easier for them to access information as everything is on a central dashboard and easily accessible. Teams can update tasks from any location. This amplifies revenue and maximises business opportunities.

5. Less IT training and overheads

Deploying a unified platform for ERP and CRM reduces the stress on the IT staff as they do not have to handle two different systems at the same time. There is no need for separate training for the two solutions, either. They have to undertake extensive training for more productivity and ease of operations. This brings down the cost of IT overheads to a great extent. Employees become more agile in handling critical situations. Also, a cross-departmental approach helps them be more aware of core business objectives.

6. Faster sales approvals

When both operations and sales teams have access to accurate, real-time data, they can quickly shift customer contracts across the approval process with ease. With centralised information due to CRM ERP integration, same-day signing of contracts can be achieved. This leads to better business possibilities and higher revenue.

Bottomline

There is no point in working with silos or manual efforts. If you want the best working experience for your staff and attain optimum levels of customer satisfaction, then opt for CRM ERP integration now! HostBooks is the leading name in Saudi Arabia when it comes to premium software solutions.

More and more businesses are aligning towards digital transformation in the Saudi region, mainly because of the country’s Vision 2030 program, which emphasizes the technological transformation of the private sector. HostBooks provides excellent CRM ERP integration that simplifies customer data analytics for you. You can maintain a more consolidated and detailed customer database with top-notch CRM ERP integration. For more details, contact our team today!