Salesforce CRM & ERP Integration

Achieve Customer-360 by Integrating Salesforce CRM and ERP Systems for Seamless Operations

Manufacturers, whether small or large, rely on ERP systems to manage their back-end functions. These systems can range from simple inventory management tools to more sophisticated ERP systems that assist with production planning, Bills of Materials, and demand-driven purchasing. In addition, many manufacturers use Salesforce CRM systems for front office tasks, such as managing sales leads and providing customer service. However, we often encounter businesses where Salesforce CRM and ERP systems are not integrated, leading to inefficiencies and inaccuracies across operations.

When CRM and ERP systems are not connected, the following challenges often arise:

  • Manual data entry: Order information from Salesforce CRM must be manually copied into the ERP system, increasing the risk of errors.
  • Multiple tools for pricing: Sales teams may need to use multiple systems to determine pricing, leading to inefficiencies.
  • Outdated inventory information: Sales reps and service agents often lack real-time visibility of inventory and stock levels within Salesforce CRM, leading to inaccurate information.
  • Manual stock updates: After a service visit, stocks and inventory must be manually updated, adding unnecessary labour and potential errors.
  • Disjointed service scheduling: Maintaining service schedules in both CRM and ERP without integration creates inefficiencies.
  • Inconsistent data: Discrepancies between Salesforce CRM and ERP can result in inaccurate rebate calculations and delayed or incorrect sales commission calculations, which can demotivate sales teams.

Integration Benefits

Advantages of Integrating Salesforce Sales CRM with ERP

  • Unified master data: An integrated account and product data system provides a consistent view of customers, partners, suppliers, and product catalogues across both systems.

  • ERP pricing in CRM: Syncing ERP pricing logic with CRM ensures consistency and leverages complex pricing functionalities already present in the ERP system.
  • Available-To-Promise (ATP) checks: Automated stock availability checks provide real-time stock and warehouse information within Salesforce CRM, ensuring accurate product availability.
  • Automated order creation: When a quote is approved in Salesforce CRM, the integration automatically creates an order in ERP, reducing inefficiencies and eliminating inaccuracies.
  • Accurate rebate calculations: Integrated data ensures rebate calculations are based on the most up-to-date information, preventing incorrect or ineligible rebates.
  • Sales commission automation: Sales commissions can be calculated automatically based on Salesforce CRM data, such as opportunity ownership, boosting sales team motivation.

Advantages of Integrating Salesforce Service CRM with ERP

  • Order and billing visibility: Service reps can serve customers more efficiently when order and billing information is visible in CRM, leading to potential service-led sales opportunities.

  • Integrated inventory management: Automated inventory management linked to service requests ensures that products consumed during service visits are updated in the inventory, including van stock management.
  • Field service optimisation: Integrating a field service solution with ERP improves resource utilisation and optimises service delivery.
  • Service contracts and invoices: Integrated service contracts allow invoices to be generated and released directly from Salesforce CRM, streamlining the billing process.
  • Warranty and installed base management: Service warranty claims can be processed with speed and accuracy when Salesforce CRM and ERP systems are fully integrated.

Why Choose Gauri?

At Gauri, we possess a deep understanding of the manufacturing sector and the specific challenges it faces. Our architects and consultants have led large-scale transformation programmes and are well-versed in the value that an integrated CRM-ERP solution brings. We offer a set of ready-to-deploy CRM-ERP integration solutions that can be implemented within weeks, providing rapid improvements to your operations.

Contact us today to review your options and explore how we can help you streamline your business processes with an integrated solution.