It is an known fact that almost 50 % of the sales go to vendor who had responded first . Any delay or disruptions in sales response will unfortunately cost you more , as you loose your customer by then . This is the main reason why company is using Salesforce to eliminate barrier between sales response and business opportunities .
Since SalesForce integration with other system is one of the most easiest job with the help of good SalesForce consultant , we have decided to prepare article describing the most common integration cases .Let’s start with SalesForce to ERP integration and explore how it can benefit for your employees .
Useful Cases Of SalesForce Integration To ERP Integration
1) Account And Contact Information :
We tend to use both SalesForce and ERP system to store the same customer data at 2 places . While SalesForce focuses in sales and leads data while ERP focuses on billing information . The end to end solution of thing problem can be solved by integrating ERP system with Salesforce CRM . At first you can transfer customer information from your ERP system to SalesForce and then can configure a two way system . After that you can synchronise data between both platform rather than updating both the platform separately .
2) Invoice And Payment History :
Whenever accounting department raise a new invoice for customer or have updated the payment done by customer in ERP system , it must also be reflected in SalesForce so that your sales and accounting team can provide them discount and get possible measures to recollect debts .
3) Quote And Order Management
One of the difficultest task for the companies is to provide accurate quotes . In case you are looking for a solution of integrating proposal ( created in CRM ) with actual orders ( Processed in ERP ) , you will necessarily need to integrate both the system to work simultaneously . Such integration will improve your sales reps and customer to get updates regularly .
4) Inventory Data
The inventory data which is usually stored in ERP must have to be integrated with SalesForce CRM so that sales person can check the actual availability of stock and then can give customers the correct shipping date for products .
5) Product And Price Books
Guess if your all product prices are stored in ERP system , but is not showing to sales department in salesforce CRM . Then how your sales team will be able to see the prices of it and can quote the same to customers ? You will need to integrate your ERP system with the CRM in order to get the product list with prices . This is also helpful in case you are selling products who’s price are continuously fluctuating . The ERP system can be easily integrated with salesforce price books and product module to get regular update about prices and stocks to your sales team .
Why Go For SalesForce Integration With ERP ?
- Deal faster with customer
- Get accurate data
- Enhance customer service .
- Increase data accuracy .
- Automate data management task