The ABCs of CRM

Integrating CRM to ERP software and other top outcomes that our clients tell us they require:

A. Helps C-Level Executives Make Better Business Decisions

It’s the C-level execs’ job to keep their eyes on the horizon. Anticipating shifts within the industry is much easier when your CRM system provides Business Intelligence like forecasts, past performance levels, customer buying potential and so forth. Without the quantitative and qualitative information a CRM system can provide, there’s an increased possibility that C-level execs could lead the company into dangerous waters. A CRM with the aforementioned characteristics will ensure the C-level execs’ needs are met.

B. Makes The Sales Process & Order Entry Simpler and Easier

A system should help sales reps drive revenue for the company, be efficient for not only sales reps, but also help Managers/Customer Service personnel to obtain the key information they need to get the job done. Successful CRM systems will drive up sales numbers and help in making your sales team a well-oiled machine. Lastly when you couple Office 365 with CRM you get the one two punch of having seamless integration and an immediate flow of accurate data for all to use.

C. Creates A Better Customer Experience

A good CRM system will have the ability to transform leads and prospects into customers, and keep them active after their initial purchase is made. Successful CRMs correlate with higher customer retention rates as well, and gives the sales team information about the customer’s history, allowing them to move conversations forward.

D. Easy Integration

Seamless CRM integration to your ERP is crucial to make sure no time is wasted by your business. Duplicating customer data and processes during the integration period is a common mistake that often happens to companies, especially if their customer data is scattered in multiple locations. Be on the lookout for integration tools such as adapters and object interfaces to support multiple methods of integration. With CRM we have many tools at an affordable level to make this a seamless transition. When you couple CRM, Office 365 and any flavor of ERP you have a complete and integrated data source.

E. Ability to Integrate CRM to Your ERP System

The best feature for any CRM to have is the ability to be completely integrated with your financial system. Not just reporting from CRM to ERP but having bi-directional capability as well. It’s critical to have a consistent, updated data base in both places. You can easily achieve that goal; let us show you how!

F. Adapts As Your Company Grows

A good CRM system should be scalable as your company grows. And an adaptable CRM system addresses your business’s future needs. It’s not only about adding new users and modules to the system, but supporting databases, channels of interaction, and support for wireless or disconnected users; are all extremely important in terms of adaptability.