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 .

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 .

Also Read : Benefits Of SalesForce Implementation ? 

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 .

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 .

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 ?

The chain gets smoother and thus ease on the working and selling process if the ERP gets integrated with SalesForce CRM . Which this integration you may get the following benefits :

• Deal faster with customer
• Get accurate data
• Enhance customer service .
• Increase data accuracy .
• Automate data management task

Integration Options

SalesForce has deep relationship with world’s largest ERP vendors namely SAP and Oracle . Oracle has created marketplace for ” cloud adapters “ or you can say pre built integration kit which helps integration with SalesForce and Oracle ERP system and customisation as required can also be availed . In case you are planning to use a less popular ERP ,  then SalesForce gives the API’s for pre integration , which can be used for custom integration with Salesforce.com and other systems .

Any of the SalesForce Consultant might advice you to specify your integration needs before launching any of the projects  . If you are planning to transfer data from CRM to your ERP system then it is a little complex and time consuming process and hence requires SalesForce consultant help !

It might have been cleared in your mind now that integration of CRM with your ERP system brings on many benefits for your organisation , the only thing you need to do is priotize the list which need to be synchronised with the system first and them can start implementing the same . In case you are looking for some expert advice , you can contact Winklix – SalesForce CRM consultant in New York And India .