Nowadays, businesses are emerging at a very fast pace, which has ultimately increased the need for more advanced, integrated systems. Many futuristic companies are leveraging the power of integrating their Enterprise Resource Planning (ERP) with Salesforce in order to streamline their process and gain profitability in their business. Salesforce-ERP integration has proven effective in increasing communication beyond teams, reducing costs and errors, automating complex or repetitive processes, and much more. Over the past few years, Salesforce-ERP integration has come a long way towards bringing companies success. But do you know where exactly it is used or which companies adopt this strategy? Here are five of the best use cases that will help you understand where you can use Salesforce-ERP in your business.
5 Best Use Cases Of Salesforce-ERP Integration
It is very crucial for an organization to understand the importance of inventory management to achieve efficiency as well as operations faster. Salesforce-ERP-Integration-driven inventory helps organizations make more informed decisions and more accurate forecasts to meet future demands, without ending up with excess stock.
Better management of inventory can cut down on double handling of goods and reduce costs which further keeps your accounts and finances under check. Moreover, it helps you communicate the exact shipping dates and details to your customers. Thus, an integrated system will always be an advantage.
Quote and Order Management
Taking the time to implement order management processes and systems can seem like an extremely daunting task, especially for startups or companies with complex product configurations. In this case, integration of CRM with ERP is a must to survive in the competitive world. This gives your experts visibility into the order status and helps them to notify the customers about any changes in a timely manner.
In addition, Salesforce-ERP integration enables organizations to deliver accurate sales quotes quickly and helps businesses make better business decisions by streamlining the order fulfillment process. From the quotation to the final delivery of the product, one can manage the order during any phase with the help of Salesforce ERP integration. Thus, helps in offering a cohesive customer experience.
Read More: Salesforce for Small Business: What you really need to know!
Products And Price Books
Typically, companies use the power of their ERP systems to have easy access to all products and their prices within the team. And this becomes even more important when your company has frequent market price fluctuations or has a wide range of products.
But it must also be synced with Salesforce products and price books because sales reps need this information when they are attending to a customer and quoting the price of the product. Without integration, manual updates of product lists and price books become hectic and prone to errors.
In most well-established organizations, invoice management usually falls under the accounts payable process. Typically, the role of your accounts payable team is to improve supplier relationships, generate discounts, and find the best possible business to partner with, but in actuality, they end up performing data entry tasks and fixing errors, which consumes a lot of time and effort.
With the help of Salesforce-ERP integration, one can overcome this hurdle and easily track and pay supplier invoices. In addition, an invoice generated in the ERP system can be used by your sales and account management teams to make better decisions at the time of offering discounts or recovering debts.
Account And Contact Information Management
In recent years, enterprises realize the importance of both worlds (CRM as well as ERP), not only to capture a wide range of business data but also to excel in the delivery of customer service. By combining the tracking of contacts, feedback received from customers, and any other necessary details, one can get a single unified view of the customer.
An ERP system focuses on the billing part whereas the focus of CRM is on generating leads and sales data. In this way, the need to enter the same data on different platforms and discrepancies in the account and contact information management of the customer can be eliminated.
Whether it is a small or large enterprise, all the above-mentioned use cases of Salesforce-ERP integration are widely accepted because of its immense benefits. The major advantage of this integration is greater productivity in sales and customer support. Also, it is important for an organization to properly focus on the integration of Salesforce-ERP. Because if it is not done properly it can turn into a nightmare and will be of no advantage. Hence, for successful integration of Salesforce with ERP, the right skill set, the right tools, the right strategy, and years of experience are required and this is what Ksolves claims. Being the best Salesforce-ERP integration provider, Ksolves will always live up to your expectations.
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