Connecting your current ERP system with CRM software links relevant pieces of information and ensures these are available across the entire company.
Your ERP solution is focused on crucial financial and operational information, your business can benefit from the fixed nature of ERP processes. Whilst, a CRM system is about keeping track of your interactions with your customers and prospects through phone calls, service agreements, records of conversations, meetings and quotations.
Your sales, marketing and customer service teams are able to gather information as they are in contact with customers and business partners on a daily basis. The connection between your ERP system and CRM software allows for a seamless transfer of all customer data from Dynamics CRM to your ERP software. This enables your users and managers to make important decisions and enhance the quality of your services to your customers.