Top 5 Ways How Salesforce + ERP Integration Can Help Companies

Top 5 Ways How Salesforce + ERP Integration Can Help Companies

Written by Wendy Dressler

Most businesses rely on technology in some way and there is no doubting the large impact that technology has had on businesses. Many companies use a variety of tools to help organize data, simplify their business and make the whole operation more efficient.  Two of the most important types of tools are CRM (customer relationship management) tools and ERP (enterprise resource planning) tools.

CRMs (like Salesforce) allow companies to better manage relationships with customers. This includes allowing you to manage things like customer information, marketing, leads, customer service and a variety of other things. You do it yourself as these platforms are user friendly and simple to use. ERP tools, on the other hand, help to manage your overall business as a whole and can even automate a variety of tasks. ERP software can help with development, planning, HR, technology and more.

So, in general, CRMs are great for the front end and ERP are great for the back end. While these tools are both helpful on their own, they can also be integrated for extra benefits. With that in mind, this article is going to look at how integrating Salesforce with ERP tools can help companies.

Keeps Inventory in Check

If you are a company that sells a product, knowing your inventory is incredibly important. You need to know what you have in stock, how much you have and when you are going to get more. This is especially true if you are an online business. Having your inventory accurate will ensure your customers will know what is available.

If inventory isn’t accurately tracked, customers could become agitated that a certain product isn’t available in a certain quantity, even if your site says it is. The reason integration helps inventory is that you will have a clear and up-to-date view of your inventory. If you simply operate with only a CRM, all the helpful back end information simply won’t be immediately accessible.

Consistent Updates and Changes of Data

Both CRMs and ERP tools house a whole lot of information on everything from your customers to your business. This includes everything from purchases, customer information, payments, customer location and countless others. This information is constantly being changed, updated or adjusted.

Doing this manually within each tool can not only take a long time, but also increase the chance of errors occurring. Instead of having to update them separately and ensure everything is accurate, integrating the two will allow for quick and accurate updates. The data will be completely synchronized and can be updated or changed by people on either end.

Better Data Availability for Everyone

When running a business, there is nothing worse than being inefficient. Having to ask someone to do something or check something instead of doing it yourself can be a major waste. Unfortunately, this is how it works for many different companies. Accessing important information either takes a lot of digging or waiting for a response from a colleague in a different department.

This simply wastes a lot of time that could be spent doing other, more beneficial things. Thankfully, integrating Salesforce or another CRM with an ERP tool can help. This is because the information between the two tools will be connected and thus accessible for everyone. So whether you are a sales rep who wants to know about inventory or shipping, or a back office associate who wants to know about leads or customer information, you will have the information you need at your fingertips.

Leads to Better and Quicker Cash Flow

One of the single most important parts of a business is cash flow. Your business needs cash to operate, but unfortunately, many businesses struggle in this regard. This could be for a number of reasons including long lead times, long sales processes or various other inefficiencies. Low cash flow can make it hard to purchase materials, buy stock, market effectively and expand your operations.

The main way that integrating Salesforce with an ERP tool is because of how it streamlines the sales process. You can provide customers with quotes incredibly quickly due to the fact you have all the necessary information and data right in front of you. This will help sales come in more quickly, and these faster sales can help improve your cash flow exponentially.

Help Customers Have a Better Experience

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If you sell a product, one of your main goals as a company should be to provide great customer service. Customer service is increasingly important for purchasers and you want to ensure everyone who visits your site or store has a good experience. This means that not only their purchase goes smoothly, but they also get their questions answered correctly.

Also, the integration can help speed up customer interactions. Instead of having to forward someone to another department or individual, customer service reps will have all the necessary information to answer most questions. This can ensure as little customer and company time is wasted as possible. It is a win-win for everyone involved.

In conclusion, we hope that this article has been able to help you learn about the many benefits that integrating Salesforce with an ERP tool can bring to your company.


Looking for more? Download our ERP buyers guide for free and compare the top-24 products available on the market with full page vendor profiles. The guide includes four key capabilities to look for in an ERP solution, plus five questions to ask yourself and five questions to ask the software provider before purchasing. It’s the perfect resource for anyone looking to find right ERP for their business.

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Elizabeth Quirk

Liz is a leading enterprise technology writer covering Enterprise Resource Planning (ERP), Business Process Management (BPM) and Talent Management Suites (TMS) at Solutions Review. She writes to bridge the gap between consumer and technical expert to help readers understand what they're looking for. Liz attended Massachusetts College of Liberal Arts, where she obtained her Bachelor of Arts Degree in English and Communications. You can reach her at equirk@solutionsreview.com
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