Salesforce ERP Integration Benefits With Effective Use Cases

Salesforce ERP Integration? What is ERP, anyway? Well, ERP stands for Enterprise Resource Planning. Easy, right? But what does Salesforce have to do with Enterprise Resource Planning? And how do you combine the two? Salesforce CRM is a sales tool, a Customer Relationship Management tool. What’s that got to do with Enterprise Resource Planning? How are the two different things interacting? OK, lots of questions. Let’s get into it. Efficient Customer Relationship Management includes planning for that customer’s future needs. Well, that’s where ERP comes in. The ideal situation for Salesforce and ERP to work together means some form of integration, right? So now we know we’re talking about Salesforce ERP Integration. As an aside, Salesforce CRM is the most flexible tool for onboarding your existing business software, and Salesforce ERP Integration is an excellent example. Whatever software you’re currently running for your Enterprise Resource Planning can be easily integrated with Salesforce CRM. That’s Salesforce ERP Integration! And using a Certified Salesforce Consultant is the best way to have it work for you. and not just for ERP Integration, a Salesforce CRM Consultant can handle any other software integration as well.

Top Salesforce ERP Integration Benefits

Like the rest of Salesforce CRM, the details matter. And the key here is customization! Using a Custom ERP is designed to provide the functionality to address your enterprise’s unique operational and strategic planning not only raises the bar for your competition but can also set a new internal standard for your sales team.

• Flexibility to add or delete features as your business grows and your ERP needs change.
• Backward compatible, so you can still use your other legacy software.
• Super-easy-to-learn User Interface.
• Regulatory compliance.
• Data storage support.
• Excellent security.

Why is it essential to integrate your ERP with Salesforce CRM? The data. Sharing valuable data between platforms benefits your users, not just one team or division.

Integrating Salesforce CRM with your ERP keeps the data synchronized between the systems. What does this mean for your everyday operations?

What happens after landing a new customer? All the crucial data is entered into Salesforce. And that customer data needs to show up in financials, invoicing, performance reports, and other pertinent information will be reflected in your ERP.

If your ERP is integrated with Salesforce CRM, that data should be entered into your system only once. Your ERP software automatically shares it with Salesforce and any other programs you run, such as Outlook.

• Unified Access - While your sales team knows salesforce, they might need to be more conversant in the ins and outs of ERP. The reverse holds for your financial planning team. With Salesforce ERP Integration, your various departments and managers will have access to all of a customer's information and the plans you have to manage that relationship.
• Communication - The integrated system can enhance communication between teams. Your finance team works with ERP. When talking with the sales team, the ERP has the info finance needs, including the data from Salesforce. Now, sales and finance don’t have to start at square one when conferencing about a particular customer or project.
• Information - The decision-makers can act or react more rapidly, and speed can make the difference between closing or not closing. Because the information is shared across departments and teams, everyone has all the data available all the time. And that data is detailed and contemporary.
• Errors - We all know that humans are, well, human. And humans can and will make mistakes. And when several data systems share the information entered and edited by humans, the likelihood of error increases. Even if the error is discovered early on, it has multiplied and become even more challenging to correct. And what happened to the accurate data? Until Salesforce ERP, this was a manager’s recurring nightmare.
• Workflow - Changing or creating workflows will no longer require extensive programming. The entire process can be done with a simple “point and click.” On its own, Salesforce CRM can automate many tasks. Salesforce ERP can also automate the associated software’s tasks and even have different programs share tasks.
• Customer Service - Combining all of your existing systems can give you a birds-eye view of your business, your customers, the efficiency of your various teams, and an accurate prediction of what you need to do in the future. Since all the information is available from a single source, every action speeds up. Changes can be made almost as soon as they’re thought of. Speed, as mentioned earlier, is king. Be first and win before and after the sale.

5 Salesforce ERP Integration Use Cases

When ERP and Salesforce CRM are integrated, the two systems can solve almost any business challenge and create new opportunities for cooperation.

• information- With information about your customers stored in both Salesforce and your ERP systems, CRM focused on leads and sales data, and ERP focused on billing information, not integrating the two can result in errors because different information is input from two other sources of information not being reconciled.
• history - If a customer’s invoice or payment is in the ERP system and not reflected in Salesforce, how can your sales teams make informed decisions about providing discounts or recollecting debts? The resulting chaos can delay intelligent decisions about the account and maybe even the loss of a customer.
• Quotes and Orders - If your sales teams are going to turn proposals from Salesforce CRM into actual orders tracked at the ERP level, you’ll soon understand that there is a need for those two systems to be integrated. Again, the desired outcome is an increase in speed in the entire process of order to delivery.
• Inventory - inventory data must reside in Salesforce for your sales team to know if the needed products are in stock. This information is crucial for accurately representing delivery dates and future orders. Nothing frustrates a customer more than placing an order and the order is accepted, only to discover that stock won’t allow the fulfillment of the order.
• Product and Price - If your inventory, including prices, is stored in your Enterprise Resource Planning system and not in your Salesforce CRM, you’re guaranteed to have ordering and delivery conflicts. One team doesn’t have all the information that the other team has. And this will inevitably lead to misinformation, confusion, and wasted time.

Partner With Rely Services For Salesforce ERP Integration

Hopefully, you now see the value in Salesforce CRM/ERP Integration. Rather than reiterate all that’s come before, let’s talk about how you can best integrate these two valuable business tools, allowing them to achieve their full potential.

How to do this? Easy. Partner with Rely Services. With over two decades of experience helping customers, Rely Services can offer Certified Salesforce Consultants that will design a customized plan designed just for you.