Connecting your ERP system to your CRM system can add a lot of value to your organization. It generally allows sales and customer service personnel to view pertinent ERP information for contacts and accounts. It also allows sales and customer service personnel to update contact and account information, e.g. address changes, data entry errors.
Some of the benefits of this type of integration are as follows:
- One source of truth ensures that everyone in your organization is making decisions and taking actions based on the same information. Helps prevent confusion and improves customer service.
- CRM users can create their own reports encompassing ERP data without having to login to the ERP system.
- New accounts naturally migrate to the ERP system when it is appropriate.
- You can extend order entry functionality beyond the ERP system; generally with lower licensing costs.
We recently connected a myGPcloud client to CRM Online, using all the standard connection points. The install and configuration is straight forward, but it does take a little time.
These are the standard connection points:
Here is a short video from Microsoft on the subject.