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Why is it necessary to integrate CRM with your ERP system?

The CRM system offers great scope in customer relationship management, but when it comes to accounting, finance and inventory management, the functionality of the system is limited. When using the CRM system separately from the ERP, data must be entered into both systems at the same time. As a result, the time of order processing increases, as well as chance of making accidental mistakes.


To enhance the CRM solution, improve business processes, and reduce data redundancy, many organizations aim at the integration of CRM and ERP systems.

What is integration?


In simple words, integration is the process of establishing links between different systems of enterprises (CRM and ERP, CRM and Outlook, etc.), to obtain a single information space. The idea behind integration is that data entered into one system is immediately transferred to another.

Integration of CRM and ERP – why it is neccessary?


ERP and CRM solutions have traditionally been regarded as two different systems for separate tasks. You may believe that integration is not worth the effort… Alas, you are wrong! Here are the major advantages of integration.


By integrating ERP and CRM, your sales staff can view orders, invoices, payments, and other financial information without having to contact the accounting team or have access to an ERP. Any data input in CRM will be automatically transferred to ERP and vice versa.


Once the deal is won, you can create an order in the CRM. The information about the sold product will be automatically transferred to the ERP system, where the invoice is generated. Then this information is sent back to the CRM software where you can share the invoice with the client. The integrated system eliminates the duplication of information and the need to re-enter the same data.


Demographic information and data about customer preferences are stored in CRM, while the history of customers’ orders and payments are stored in ERP. Comparison of this data allows you to generate effective incentives for customers, and immediately assess the impact of changes in prices and terms of sale. Also, based on this data, it is possible to identify the largest and most significant customer groups, focusing efforts only on them, and thereby reduce marketing costs.


Relationships with customers in a single system can be analyzed from different points of view. Take data on customer preferences from the CRM and the data on their order payments from the ERP system. This allows you to take a fresh look at the customer base, achieve more accurate forecasting, and improve the effectiveness of marketing and sales programs.


Order history is stored in both CRM and ERP, so any member of your team can access past information about the client at any time. In fact, in CRM, your sales team can see all orders, invoices, and upcoming sales opportunities.

As you can see, ERP and CRM integration could help you experience a significant leap in profit, reduce errors, manual data entry, and even more. The best way to integrate is to choose a system that has integration capabilities with your used services out of the box.

Microsoft Dynamics 365 ecosystem products integrates seamlessly with other Microsoft solutions as well as a wide range of third-party applications like online portals, BI apps, and ERP systems.

Feel the advantages of integration today, especially when it is so easy with the GO-ERP team. Contact us – we will be happy to help!

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