By Beate Thomsen, Co-founder & Product Design - October 30, 2023
Companies using Salesforce worldwide know what a valuable addition it is to their business. Salesforce customer relationship management (CRM) helps them communicate better with customers, streamline sales processes, and grow their business.
Most companies also use Enterprise Resource Planning (ERP) software (such as Microsoft Dynamics) to help manage accounting, inventory and other processes. An ERP can help you keep your data safe, make business forecasts and, like Salesforce, drive growth.
Used together, the Salesforce CRM platform and an ERP can be very powerful. In order to get the most out of the two systems, it can be a good idea to integrate them.
In this article, we will:
Give an overview of Salesforce ERP integration
Talk about some of the main benefits of Salesforce ERP integration
Discuss integration with existing systems and platforms
Investigate how to connect your ERP with the Salesforce platform
Evaluate different Salesforce ERP connectors
Salesforce ERP Integration refers to the process of connecting Salesforce's CRM system with an Enterprise Resource Planning (ERP) system.
This integration ensures that data flows seamlessly between the two systems, enabling businesses to have a comprehensive view of both customer information and backend operations. This unified view aids in informed decision-making, enhanced productivity, and improved customer experience.
At its core, Salesforce CRM ERP Integration aims to enhance the customer experience by providing a seamless flow of information. It enables businesses to manage and track customer interactions, relationships, and insights in real-time.
By integrating processes such as supply chain management, finance, human resources, and inventory management, data integration ensures that all departments and teams have access to accurate and up-to-date data.
Salesforce CRM ERP Integration offers a multitude of benefits to businesses across various industries. By integrating core business processes and functions into your CRM and ERP platforms it provides a seamless and holistic approach to managing operations.
Let's delve into some of the key advantages of Salesforce ERP Integration.
By consolidating CRM and ERP functionalities, businesses can have a single source of truth (SSOT) for all customer-related data. This ensures that sales teams, customer service agents, and other departments have access to accurate and up-to-date information, leading to improved customer interactions and relationships.
Businesses nowadays are exploring Salesforce ERP integration options to align with their growth strategies and meet common requirements. A seamless data flow, achieved by linking Salesforce to a centraldatabase or a shared database, is essential to prevent delays in reporting and ensure real-time data access.
This enhances operational efficiency and facilitates employee collaboration, especially among sales reps. By addressing specific business requirements and promoting a unified system, companies can mitigate the challenges of disjointed databases and foster more proactive business decisions.
With the automation of manual tasks and the integration of operational systems, businesses can eliminate time-consuming and error-prone activities. This not only increases efficiency but also frees up employees to focus on more strategic and value-added tasks.
The integration process of modern business applications aims to streamline manual processes, significantly enhancing business efficiency. A key element of this transformation is the automation functionality, which not only eases operational tasks but also bolsters marketing automation strategies.
By leveraging these automated systems, businesses can provide an improved user experience, driving greater customer engagement. As a result, eliminating cumbersome manual tasks allows teams to focus on core activities, making their interactions more meaningful and impactful.
Additionally, Salesforce CRM ERP software integration solutions and pre-built connectors reduce the risk of duplicate records and ensure data consistency across various departments.
In the traditional business setup, departments often work in silos, with limited communication and collaboration between them. This lack of collaboration can lead to inefficiencies, duplicated efforts, and a disjointed customer experience.
By centralizing and integrating business processes through Salesforce ERP Integration, organizations can break down these barriers and foster a culture of collaboration. With a SSOT, every team and department has access to accurate, real-time information.
This means that sales teams, finance departments, human resources, and inventory management can all work from the same data, eliminating data inconsistencies and improving cross-departmental communication.
With Salesforce ERP Integration, businesses can leverage robust data analysis and reporting processes to extract and analyze comprehensive customer information, enabling them to make more informed business decisions and drive growth.
One of the key features of Salesforce ERP integration is its ability to gather and store vast amounts of customer data from multiple touchpoints. From website interactions and social media engagement to purchase history and customer service interactions, every piece of data is captured and organized in a centralized database.
This provides businesses with a holistic view of their customers, helping them identify patterns, detect trends, and uncover hidden opportunities.
Salesforce ERP integration enables businesses to analyze customer data from a holistic perspective, uncovering insights that can be applied across various aspects of business operations.
For example, analyzing real-time customer data alongside financial metrics can help identify correlations between customer behavior and business performance. This knowledge can inform important decisions such as pricing strategies, new product development, and overall business forecasts.
By integrating data from different departments and systems, Salesforce ERP integration provides a comprehensive picture of the entire customer journey. This means that businesses can track customer interactions from initial contact to post-purchase support, analyzing the effectiveness of each touchpoint and identifying areas for improvement.
With this real-time visibility into customer interactions, businesses can optimize their processes, streamline operations, and deliver exceptional customer experiences.
Integrating data into the Salesforce system can significantly boost user adoption rates. When data from various sources is consolidated and made readily available within Salesforce, users find the platform more comprehensive and relevant to their daily tasks.
This seamless access to integrated data streamlines workflows, reduces the need to juggle multiple systems, and offers a more holistic view of business operations. As a result, users are more inclined to adopt and engage with the Salesforce system consistently, recognizing its enhanced value in facilitating their roles and responsibilities effectively.
When implementing an ERP system, one major consideration for businesses is how it will integrate with their existing systems and platforms. Most businesses already have established software solutions in place for various functions such as CRM, human resources (HR), and supply chain management (SCM).
Therefore, it is crucial that the ERP system seamlessly integrates with these systems to ensure a smooth transition and minimize disruption.
Furthermore, ERP systems often come with pre-built connectors and APIs (Application Programming Interfaces) that enable easy integration with popular software solutions. This means businesses can leverage their existing investments in CRM, HR, and SCM systems without having to replace them entirely.
Integration with existing systems also allows for better data sharing and collaboration between departments. For instance, the finance team can access customer information from the CRM system, enabling them to accurately calculate sales forecasts and make informed financial decisions.
Similarly, the HR team can pull employee data from the ERP system to streamline payroll and benefits administration.
Moreover, integration with existing systems enables businesses to leverage the data and insights already captured in these systems. For example, by integrating with the CRM system, the ERP system can provide valuable customer insights and facilitate personalized customer interactions. This improves the overall customer experience and helps businesses build stronger relationships with their clients.
Integration with existing systems ensures a shorter implementation timeline and reduces the need for extensive training. Employees who are already familiar with the existing systems will find it easier to adapt to the new ERP system, minimizing downtime and maximizing productivity.
Salesforce connectors are known as tools that let you easily integrate Salesforce with other systems that are a part of the Salesforce Ecosystem. For example, Salesforce External Connection allows you to sync data from sources such as Tableau CRM or another Salesforce org.
Salesforce integrated apps are plug-in apps that work out of the box with Salesforce and can be found on the AppExchange. Salesforce Apps are developed using native Salesforce Tools.
In broader terms, Salesforce integration refers to connecting Salesforce with data sources and software solutions outside the Salesforce ecosystem. This could be, for example, an on-premise or Cloud ERP or a supply chain management system.
This type of integration can also be found on the Salesforce App Exchange, where you can also check out our superb reviews. If you are looking to integrate your Salesforce with your on-premise or Cloud-based ERP Rapidi has an out-of-the-box solution connecting for example Salesforce with MS Dynamics Dynamics 365.
A Salesforce ERP connector integrates the two systems so that they work together to share data. This means that you can see data collected in one system in the other.
As a result, your business processes are optimized. Your data is always accurate and current. Your sales teams can work efficiently. Sales and finance teams can collaborate optimally. Customer relationships are smooth and easy.
A successful Salesforce ERP integration project can have multiple benefits for your business. By having all the data you and your staff need easily accessible in a single system, you can save time and money, and strengthen your foundations for growth.
Using a Salesforce ERP connector means that:
Some are out-of-the-box solutions built to support your business logic. These can be bought and used with little help. Other connectors are complex and custom-built. Some are in-between: out-of-the-box solutions with custom additions.
Most SMEs and many larger businesses will have all they need in an out-of-the-box connector. Unless your business is particularly complex, that should be your starting point.
Then, get advice from professionals about what would be right for your business, and make sure you ask for a demo so you can see exactly how the connector you’re interested in works and what it offers.
Rapidi is our own Salesforce-ERP connector. It is designed to be simple to use, understand, and set up. We can have Rapidi Data Integration Solution up and running in your business in hours - so you can start benefiting from your integration. If you need a custom solution to match your specific requirements, we will only need a few days to get it in place.
Many of the Salesforce ERP integrations that we set up are between Salesforce and the Microsoft Dynamics Product Suite, but Rapidi works pretty much with every other ERP or database around, including NetSuite, SAP, Syspro and databases like MSSQL, MySql, Postgre, oracle and many more.
We’re always happy to discuss how our connector will work with your IT environement.
We’ve led the way in data integration since the early 1990s. The integrations we create and support now are based on nearly 30 years of research, innovation, and development.
Get in touch with us to find out how we can help your business become more effective, productive and successful.
Beate Thomsen, Co-founder & Product Design