Why Is the Marriage Between CRM and ERP the Best One?

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Why Is the Marriage Between CRM and ERP the Best
One?

• CRM and ERP are two important pillars of any
  businesses. If a thing or two goes wrong with any
  one of them, it can invite unpleasant
  consequences. However, we are talking about
  making a match here. Yes, a union of ERP
  CRM. The question is, have you integrated these
  two with each other? Do your ERP and CRM
  interact? If your answer is no, it is
  time you must do something about it.
• Before we get an understanding of why it
  is important to merge the two, it is
  important to understand both and their workings
  individually.
• CRM ERP Understanding the Difference
• A CRM takes care of all the
  customer service interactions and
  information including prospecting, sales
  tracking, pipeline management etc. ERP handles
  the internal information of an organization
  along with the backend processes. This
  includes aspects like shipping,
  accounting, billing, order placement, tracking
  and other supply chain details.
• When it comes to ERPs, Odoo ERP is the most
  popular and widely accepted software. A lot of
  companies are into Odoo ERP development
  and craft ERPs based on the
  customer requirements. Let us now understand what
  makes CRM ERP the best match.
• Easy Cross Collaboration
• One of the major benefits of the
  union of ERP and CRM is - their potential
  to work cross-departmentally. By putting
  your front and back office tasks
  together, your sales representatives can
  have a more articulate service. Which in
  turn, can save a lot of time and money. For
  example, your call center representative can
  inform your customers about the

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order without undergoing the prolonged task
of searching all the information. In a
matter of few clicks, they can know about
customer finances, returns, order histories,
payments, etc. Access to Customer Details "We
will get back to you in a matter of 24 hours".
Sales representatives often say this to most of
their customers. However, they can rarely
keep up to their promises. Through ERP CRM
integration, they can respond to the orders
and inquires without any glitches. This is
majorly because they can get a detailed
view about each customer and their details.
This includes information about their buying
preferences, needs, habits, account status and
more. If you lack the technical knowledge
about this integration and how it works,
an Odoo Customization Service Provider can
help. Quoting and Inventory Management Once
the ERP and CRM are merged, the sales
representative can look into the ERP of
the company and find out about inventory
and current cost of the products. Thereafter,
they can find out about factors like
promotions and discounts from the CRM and
provide with an accurate quote to the
customers. This way, the entire quotation
process becomes glitch free and articulate.
Customers do like transparent and quick
communication processes. Possibilities of being
able to do so brighten with the union of ERP and
CRM. Better Future When it comes to
accessing the data, most of the B2B
companies need to access their data from
their ERP solutions. As a part of it,
they need to undergo activities like
checking order statuses, monitoring their
progress, checking the accounts etc. When ERP and
CRM systems are merged, they offer better and
real-time data which makes the business
processes more predictable and accurate.
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Concluding... In today's tech driven world, it is
extremely important to be agile. And to be able
to do that, you must ensure that all the
information flows seamlessly. When frontend and
backend systems are merged, they simplify
business processes and boost the ROI of any
company. For a successful ERP and CRM
integration to happen, you need to get in
touch with a professional ERP development
provider. Make sure you find the best one! To
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