Why a Salesforce ERP integration will make running your business easy
By Henning Lund - November 01, 2018
When you first started using a CRM or an ERP in your business, you probably found that using those systems made running your business much easier. But as your business grows, using systems like these in isolation from each other can actually start to make life more complicated. As different teams collect, record and use data in different ways, it’s hard to know how to make systems work together.
The answer is a Salesforce ERP data integration. This simple integration allows you to bring together all the vital data you need in one place from Salesforce and your ERP. No more worrying about how to share information between teams, no spending hours copying data manually and no mistakes. Just real-time, automated sharing.
Why is a Salesforce ERP Integration so important?
Here are five good reasons.
Everyone can see all the information they need Salesforce isn’t the only place that you collect information about your customers and products. Your ERP holds lots of information about order history and finance that it’s really useful for everyone in your business to be able to see. Equally, there might be information in your CRM that people outside your sales and customer service teams could use. Say someone from your sales team is on the phone to a lead, and they’re asked for some detailed product information. If that salesperson has to go to another team or spend time looking up that information in another system, the sale could well be lost. A Salesforce ERP integration would mean that the salesperson find out anything they needed to within seconds.
You get access to vital information in real time Data changes all the time in your business. Orders are made, bills are paid, new leads are found and nurtured. Even if you’re really good at accurately copying data manually, it’s impossible to keep up with data changes without a time delay. With a Salesforce ERP integration, you know that everything you see on screen is completely up-to-date and trustworthy. That’s game-changing, because it helps staff work faster and more independently. It also means that people from different teams don’t question or lose trust in each other - they know everyone else can see and use the same data as they can.
You build trust with your customers Building trusting long-term relationships with your customers is vital to the long-term sustainability of your business. Key to doing this is your ability to provide a responsive, professional service. You need to be able to respond to questions and deal with complaints quickly and accurately. You need to be able to develop rapport and demonstrate that you care. A Salesforce ERP integration can play a big part in helping you achieve this. Because the integration means you can see everything about each customer in one place, you can see if anything’s gone wrong when working with them before and anticipate when they might be ready to buy.
You save time and money Doing more with less means being able to adapt and grow faster. A Salesforce ERP integration helps you do that by eliminating time-consuming manual data entry and allowing you and your staff to focus on driving business rather than endless admin. As well as saving the time it would have taken to copy and check databases manually, you don’t have to spend time sorting out the inevitable mistakes that happen as a result. And however good your staff are, mistakes always happen with manual processes - it’s impossible to completely eliminate human error.
You drive innovation without really thinking about it Businesses rely on innovation to succeed. A Salesforce ERP integration can really help your business become more innovative. This is partly because the integration means that the admin burden is lowered, leaving staff more time to come up with ideas and discuss them with you and each other. It’s also because it gives you a wealth of easily accessible, valuable data right at your fingertips. You can call on that whenever you need to make a decision or develop a strategy. Because you know it’s data that you can trust and won’t have to spend time checking, it’s more likely to spark ideas and drive innovation.
Read this guide and understand how you can easily integrate your systems with the Rapidi integration platform:
About the author
With over 25 years’ experience in strategically propelling businesses forward, Henning is considered a business development entrepreneur with a passion for transforming businesses, sales and marketing operations through out-of-the-box thinking, concepts building and process automation to improve overall performance and scalability.