{"id":9848,"date":"2021-09-28T12:31:58","date_gmt":"2021-09-28T12:31:58","guid":{"rendered":"https:\/\/www.go-erp.eu\/dlaczego-integracja-crm-z-systemem-erp-jest-niezbedna\/"},"modified":"2026-05-10T21:54:57","modified_gmt":"2026-05-10T18:54:57","slug":"niezbedna-integracja-crm-erp","status":"publish","type":"post","link":"https:\/\/go-erp.eu\/pl\/niezbedna-integracja-crm-erp\/","title":{"rendered":"Dlaczego integracja CRM z systemem ERP jest niezb\u0119dna?"},"content":{"rendered":"\t\t
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System CRM oferuje bardzo du\u017ce mo\u017cliwo\u015bci w zarz\u0105dzaniu relacjami z klientami. Je\u015bli jednak chodzi o ksi\u0119gowo\u015b\u0107, finanse oraz zarz\u0105dzanie zapasami, to w tej kwestii system jest ograniczony. Korzystaj\u0105c z systemu CRM bez jego wcze\u015bniejszej integracji z ERP, niestety trzeba wszystkie dane wprowadza\u0107 r\u00f3wnocze\u015bnie do obydw\u00f3ch system\u00f3w. W wyniku tego, wyd\u0142u\u017ca si\u0119 czas realizacji zam\u00f3wienia, a tak\u017ce wzrasta szansa na pope\u0142nienie b\u0142\u0119du.<\/h2>\n\n

\u00a0<\/p>\n\n

Aby ulepszy\u0107 rozwi\u0105zanie CRM<\/a>, poprawi\u0107 jego procesy biznesowe oraz zredukowa\u0107 nadmiar danych, wiele organizacji decyduje si\u0119 na integracj\u0119 system\u00f3w CRM i ERP.<\/p>\n\n

CZYM JEST INTEGRACJA?<\/h2>\n\n

M\u00f3wi\u0105c prosto, integracja to proces tworzenia powi\u0105za\u0144 pomi\u0119dzy r\u00f3\u017cnymi systemami w przedsi\u0119biorstwie, w celu stworzenia jednej przestrzeni informacyjnej. G\u0142\u00f3wn\u0105 ide\u0105 integracji jest to, \u017ce dane wprowadzane do jednego systemu s\u0105 natychmiastowo przesy\u0142ane do drugiego.<\/p>\n\n

INTEGRACJA SYSTEMU CRM Z ERP \u2013 DLACZEGO JEST KONIECZNA?<\/h2>\n\n

Rozwi\u0105zania ERP i CRM s\u0105 zazwyczaj postrzegane jako dwa osobne systemy potrzebne do ca\u0142kiem innych zada\u0144. Mo\u017cesz my\u015ble\u0107, \u017ce integracja to proces nie warty zachodu, jednak\u2026 nic bardziej mylnego! Czytaj dalej i dowiedz si\u0119 jakie s\u0105 jego najwi\u0119ksze korzy\u015bci .<\/p>\n\n

PRZEJMIJ PE\u0141N\u0104 KONTROLE NAD DANYMI KLINET\u00d3W<\/h3>\n\n

Poprzez integracje system\u00f3w ERP i CRM, Tw\u00f3j dzia\u0142 sprzeda\u017cy b\u0119dzie mia\u0142 mo\u017cliwo\u015b\u0107 wgl\u0105du w zam\u00f3wienia, faktury, p\u0142atno\u015bci oraz inne finansowe informacje bez potrzeby kontaktowania si\u0119 z ksi\u0119gow\u0105 oraz bez posiadania dost\u0119pu do ERP. Wszystkie dane wprowadzone do systemu CRM b\u0119d\u0105 automatycznie przesy\u0142ane do systemu ERP i odwrotnie.<\/p>\n\n

ZREDUKUJ PRAC\u0118 PAPIERKOW\u0104 ORAZ R\u0118CZNE WPROWADZANIE DANYCH<\/h3>\n\n

Po wygranej transakcji mo\u017cesz utworzy\u0107 zam\u00f3wienie w systemie CRM. Informacje na temat sprzedanego produktu zostan\u0105 automatycznie przes\u0142ane do Twojego systemu ERP, gdzie generowane s\u0105 faktury. Nast\u0119pnie te informacje s\u0105 z powrotem przesy\u0142ane do oprogramowania CRM, w kt\u00f3rym mo\u017cna udost\u0119pni\u0107 dan\u0105 faktur\u0119 klientowi. Zintegrowany system eliminuje mo\u017cliwo\u015b\u0107 duplikowania informacji oraz potrzeb\u0119 ponownego wprowadzania tych samym danych.<\/p>\n\n

ZWI\u0118KSZ EFEKTYWNO\u015a\u0106 SWOJEJ STRATEGII MARKETINGOWEJ<\/h3>\n\n

Informacje demograficzne oraz dane o preferencjach klienta s\u0105 przechowywane w CRM, podczas gdy historia zam\u00f3wie\u0144 i p\u0142atno\u015bci klienta trzymane s\u0105 w systemie ERP. Por\u00f3wnanie tych danych pozwala na generowanie efektywnych bod\u017ac\u00f3w dla klient\u00f3w oraz natychmiastow\u0105 ocen\u0119 wp\u0142ywu zmiany cen oraz warunk\u00f3w sprzeda\u017cy. R\u00f3wnie\u017c, opieraj\u0105c si\u0119 na tych danych, istnieje mo\u017cliwo\u015b\u0107 identyfikacji najwi\u0119kszej i najwa\u017cniejszej grupy klient\u00f3w, skupiaj\u0105c si\u0119 tylko na nich i tym samym zmniejszaj\u0105c koszty marketingowe.<\/p>\n\n

POR\u00d3WNUJ I WIZUALIZUJ DANE<\/h3>\n\n

Relacje z klientem w jednym systemie mog\u0105 by\u0107 analizowane z r\u00f3\u017cnych punkt\u00f3w widzenia. Zbierz dane o preferencjach klient\u00f3w z CRM oraz informacje o p\u0142atno\u015bciach za zam\u00f3wienia z systemu ERP.. To pozwoli Ci na \u015bwie\u017ce spojrzenie na baz\u0119 klient\u00f3w, realizacj\u0119 dok\u0142adniejszych prognoz oraz zwi\u0119kszy\u0107 efektywno\u015b\u0107 program\u00f3w marketingowych i sprzeda\u017cowych.<\/p>\n\n

ZAPOMNIJ O PRZYPADKOWEJ UTRACIE DANYCH<\/h3>\n\n

Historia zam\u00f3wie\u0144 jest przechowywana w obydw\u00f3ch systemach \u2013 CRM i ERP. Dzi\u0119ki temu cz\u0142onkowie Twojego zespo\u0142u, mog\u0105 w ka\u017cdej chwili sprawdzi\u0107 przesz\u0142e informacji o kliencie. W rzeczywisto\u015bci, personel dzia\u0142u sprzeda\u017cy ma dost\u0119p do wszystkich zam\u00f3wie\u0144, faktur oraz nadchodz\u0105cych p\u0142atno\u015bci w CRM.<\/p>\n\n

Jak widzisz, integracja<\/strong> systemu CRM z ERP mo\u017ce pom\u00f3c Ci w osi\u0105gni\u0119ciu wy\u017cszych zysk\u00f3w<\/strong>, zredukowaniu b\u0142\u0119d\u00f3w spowodowanych r\u0119cznym wprowadzaniem danych<\/strong> oraz na znacznie wi\u0119cej. Najlepszym sposobem na integracj\u0119 jest wybranie systemu, kt\u00f3ry ma mo\u017cliwo\u015b\u0107 integracji z us\u0142ugami, z kt\u00f3rych ju\u017c korzystasz.<\/p>\n\n

Produkty ekosystemu Microsoft Dynamics 365<\/strong><\/a> bezproblemowo integruj\u0105 si\u0119 zar\u00f3wno z innymi rozwi\u0105zaniami Microsoft<\/strong><\/a>, jak i z aplikacjami innych firm, takimi jak portale internetowe, aplikacje biznesowy oraz systemy ERP.<\/p>\n\n

Poczuj moc korzy\u015bci p\u0142yn\u0105c\u0105 z integracji, zw\u0142aszcza kiedy przebiega ona tak \u0142atwo jak z zespo\u0142em GO-ERP! Masz pytania? Skontaktuj si\u0119 z nami<\/a><\/strong>– ch\u0119tnie Ci pomo\u017cemy!<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

System CRM oferuje bardzo du\u017ce mo\u017cliwo\u015bci w zarz\u0105dzaniu relacjami z klientami. Je\u015bli jednak chodzi o ksi\u0119gowo\u015b\u0107, finanse oraz zarz\u0105dzanie zapasami, to w tej kwestii system jest ograniczony. Korzystaj\u0105c z systemu CRM bez jego wcze\u015bniejszej integracji z ERP, niestety trzeba wszystkie dane wprowadza\u0107 r\u00f3wnocze\u015bnie do obydw\u00f3ch system\u00f3w. W wyniku tego, wyd\u0142u\u017ca si\u0119 czas realizacji zam\u00f3wienia, a […]<\/p>\n","protected":false},"author":9,"featured_media":51572,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[143],"tags":[],"class_list":["post-9848","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-pl"],"yoast_head":"\nNiezb\u0119dna integracja CRM i ERP - Zwi\u0119ksz efektywno\u015b\u0107 swojej firmy<\/title>\n<meta name=\"description\" content=\"Odkryj korzy\u015bci wynikaj\u0105ce z integracji systemu CRM i ERP. 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