Within your company, digital transformation is taking off and every employee has their own way of adapting to the new organisational practices that come with it. On one hand, you have your Sales Manager, who tracks the progress of sales via dedicated tools, with their preferred instrument being CRM. On the other hand, there is your Administrative and Financial Director. They need to have a broad view of the company and its market in order to accurately monitor any fluctuations that may occur. ERP software This will allow them to have these capabilities.
Two personalities, two responsibilities, two solutions. Sometimes information flows poorly (or not at all) between ERP ERP and CRM. So, how can we encourage them to connect these two solutions for faster and better communication? We have put together a few points to introduce this concept to your Sales Director and your Administrative and Financial Director.
To the Sales Director who is hesitant to connect ERP to CRM
"I know... You swear by your CRM.”
Since we’ve installed the software, you have set up a truly comprehensive customer management system and everything is going very smoothly with your sales teams. You have real-time monitoring, your customer and prospect records are constantly updated, and information is prioritised the way you like it. Hey, nobody is asking you to change.
However, have you considered the opportunities you could unlock by connecting the CRM to our ERP? First of all – don’t worry, you’ll be able to stick with the familiar interface you’re comfortable with. It’s simply a matter of linking the CRM data to the ERP. This way, other teams will be able to track the progress of the sales department and customer records via the ERP. Anticipate increases or dips in activity to align production, monitor customer purchasing behaviour and, ultimately, sharpen the focus of our marketing strategy. For you, connecting the CRM and ERP will let you monitor stock and production, create offers quickly, and respond faster.
What was that? You’re worried that if other teams have access to your commercial management, they’ll mess up your files? Of course we’ve thought about that. And on this point, there’s really nothing to be afraid of, mainly because access and editing rights in the CRM will be tightly controlled. On top of that, customer information will be shared according to the categories you define. So even if other staff work on your CRM data, the information that appears will still be organised exactly the way you want it.
To the Administrative and Finance Director...
"Sometimes it’s hard to see eye to eye. Sure, our Sales Director is always in charge and swears by his CRM. But still…
Why should customer relationships be sidelined when they’re right at the heart of our business? It’s time to get on the same page and connect the data – especially the CRM data. You’ll see how this will make your work much easier. You’ll have visibility over the company’s processes and financial tracking through your ERP.Connecting the ERP to the CRM will provide you with customer insights like never before. You’ll be able to track the entire customer journey with 360° visibility. This is ideal for defining the right KPIs to measure the performance of your existing business strategies.
You keep telling us that we need to monitor our analytics. So why wouldn’t we align our budget a bit more closely with customer behaviour if analysis of the new data available to us shows that it’s worthwhile? A CRM lets you track orders and analyse the habits behind them as well. You’ll be able to bring these practices together where they’re needed: human resources, equipment purchasing and so on...
In the end, you’ll save a lot of time! The CRM builds an automated customer journey: from the moment of first contact to the point when the invoice is issued, everything is formalised. This eliminates most repetitive data-entry tasks, giving you more time to focus your administrative and financial attention on the tasks that matter most."
Of course, if you need more reasons, we still have a whole list ready just for you: don’t hesitate!
Connect your ERP and CRM!
To help you find the perfect synergy between your ERP and CRM, we’ve prepared an e-book dedicated to this topic. Inside, you’ll find:
- Data management: which solution should take the lead in managing data within your organisation?
- Can you really do without your CRM?
- How do you convince your Sales Director and CFO to support integration using an ERP?
- Finding the right service provider to interconnect ERP and CRM
And much more...
Captivea Odoo Gold partner
Captivea helps companies to deploy Odoo. Captivea is an Odoo Gold Partner and Odoo Certified.