Top 5 Tips to Integrate Your ERP with CRM System

Top 5 Tips to Integrate Your ERP with CRM System

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Integrate ERP with CRM System When implementing new ERP solutions for clients, it is important to view CRM as one of several necessary cornerstones of the rollout. It is a fact that CRM systems can often offer great value at a lower cost compare to a mature ERP system. More traditional enterprises are usually less likely to implement entire ERP deployment in one go. Enterprises usually pursue CRM implementations without committing to a full-fledged enterprise solution.

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This trend is also supported by the strategic activities of CRM and ERP service providers. For instance, SAP CRM, Microsoft Dynamics CRM, and Oracle Siebel CRM all these solutions are marketed as standalone products, and also the part of all respective vendor’s full ERP system. Apart from this, Salesforce has also supported this trend by offering SaaS-based solution that emphasizes primarily on CRM functionality.

Having all of these options available in the marketplace, majority of enterprises have a multitude of options to select from when streamlining their enterprise software roadmaps. To opt for the most suitable and cost-effective ERP solutions and to integrate your ERP with your CRM system, there are a few tips to consider:

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1. Your CRM Vendor and ERP Vendor May be Different Just get away from this notion that your ERP and CMS solution provider should be same. While majority of ERP vendors also offer CRM systems, a few may be better than others within this respective functional area. You can either consider standalone CRM systems to support your core ERP software or can also consider CRM functionality as one of the best criteria when opting for a new ERP system.

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2. Don’t Limit your Options Although selecting a standalone CRM system is often a viable decision for several enterprises, just ensure that your decision should not limit your options when implementing a new ERP system in the future. Don’t compromise in the functionalities of CRM for better ERP or vice versa. It is advisable to understand such trade-offs before getting too far along in the process.

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3. Understand the Potential of Integration of CRM System Standalone systems like Salesforce CRM have developed some really robust integration mechanisms so whether or not a CRM system will integrate with prominent ERP systems is usually a point of debate. It is important to understand how your ERP and CRM systems may integrate at present or in the future while software evaluation and implementation planning process. In addition, you must also understand how the said CRM or ERP will integrate with third party software, like quality assurance, product lifecycle management, or business intelligence systems.

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4. Implement Systems One By One It is necessary to make a decision that’s the best for your long-term enterprise solution, it is not necessarily to implement or buy every solution at once. CRM system is a separate phase that needs to be implemented well before you even start to plan for ERP implementation. Better progress simultaneously, defining the longterm systems road map, and then implementing and integrating the chosen ERP system when they are ready.

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5. Get your Sales Team on Board Irrespective of if you choose single ERP solution, a standalone CRM solution or a SaaS service, your sales team will be instrumental in the successful implementation. Sales teams are prominent in implementing large transformation projects, as they are the hardest employees to get on board as it creates extra work for them. So get ready to have a strong sales team on board.

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The simplicity of a CRM implementation could be appealing compare to the risks of ERP implementations. It is necessary to understand the long-term implications and risks of the path you may select. Make sure that you follow the above tips to get the best dividend of CRM and ERP implementation.

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