Salesforce integration with ERP

Salesforce integration with ERP

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  Extend the powerof the Salesforce platform by integrating it with your ERP system © 2020 Softweb Solutions Inc. (An Avnet company) All rights reserved. | www.softwebsolutions.com | [email protected] | 866-345-7638 Salesforce, a cloud-based SaaS platform, is one of the most popular customer relationship management (CRM) software, while enterprise resource planning (ERP) is a system that streamlines and integrates critical back-office functions. If you are among the organizations that leverage Salesforce CRM software, then you may also be using ERP software as well. And, if your company is dependent upon both the systems for smooth business operations, then Salesforce integration with an ERP system can prove to be extremely valuable. In this document, we have highlighted a few good reasons to consider this integration as along with beneficial use cases. Here’s why you should consider integrating Salesforce with ERP: 1 2 3 4 5 Centralized 360-degree view of customers • Synchronizes customer data in both platforms • Protects customer data • Enables a centralized view of the customers • Offers instant access to customer data on-the-go Derive better insights • Allows access to more detailed and relevant information • Helps employees make smarter decisions • Empowers C-level executives to get a clearer picture of operations Improved business processes • Automates workflows without coding • Eliminates duplicated data entry tasks • Minimizes manual entry errors Detailed view of the sales order cycle • Enables generating a sales order using both front-end CRM and backend ERP • Provides an overall view of the order cycle (sales orders, invoices, payments, and opportunities) Prevent cost-related errors • Automates checks and balances • Eliminates the need for multiple data entry
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  © 2020 SoftwebSolutions Inc. (An Avnet company) All rights reserved. | www.softwebsolutions.com | [email protected] | 866-345-7638 Most essential use cases of Salesforce integration with ERP The final say Integrating Salesforce with your ERP system provides several benefits to organizations as it brings all the vital data that you need in one place. At Softweb Solutions, we transform businesses with comprehensive Salesforce integration services such as Salesforce Sales Cloud, Pardot, Exchange App and Salesforce Einstein. Our Salesforce developers are well-equipped to help you with flexible, scalable and secure Salesforce-ERP integration. Easily manage your inventory One of the best uses of Salesforce-ERP integration is that it helps to sync inventories of multiple products. This makes it beneficial for warehouses and retail teams to match their existing inventory against product orders. Furthermore, such an integrated system can provide a complete overview of an order including delivery dates to your customers. Enable sales agents to quote precisely Each time product lists are updated or prices are revised in ERP, the changes are automatically reflected with Salesforce Price Books and other synced applications. Therefore, your frontline sales representatives will gain the ability to quote accurately without any manual errors. Importantly, they will be aware of any product related updates such as a change in sales price or description. Deliver accurate sales quotes When you integrate Salesforce with ERP, you can deliver error-free sales quotations instantly without any hassles. Additionally, your sales proposals can also be converted into actual orders, along with functionalities like tracking order status and real-time visibility of quotes. Moreover, your customers can also be notified regarding any changes in the order. Maintain consistent customer profiles Customer-centric information is mostly stored in Salesforce CRM and ERP and it is often tedious to manually enter the same information in another system. With Salesforce-ERP integration, customer data can be easily transferred using a two-way integrationprocess to address the issue of inconsistent customer profiles. This way customers’ data can be synchronized and accessed from both platforms, eliminating the efforts required to enter data separately into different platforms.