How Integrating ERP and CRM Will Revolutionize Your Manufacturing Business

Streamlined, transparent, and customer-focused: Enterprise resource planning (ERP) software provides remarkable benefits for manufacturing firms, meeting the unique challenges of the current marketplace. Likewise, customer relationship management (CRM) software maximizes customer communication, enhances internal processes, and majors on data and analytics. Imagine the value your manufacturing organization would realize if you were to merge ERP back-office functionality with CRM for sales professionals.

Many manufacturing organizations are choosing to integrate CRM software with their ERP system. These businesses collect and use myriad data from various sources, including customers, accounting, sales and marketing, and operations. When a firm allows CRM and ERP to talk to each other, all these data interact, too. The result is an organization with leaner processes, aligned functions, and greater decision-making insights.

ERP and CRM integration will revolutionize your manufacturing firm in the following ways.

  • Process enhancement. By merging operations workflow from an ERP system with sales pipeline from a CRM solution, manufacturers can apply sales quotes and orders to production management, supply planning, inventory management, and other back-office procedures. This eliminates duplicate efforts throughout the workflow, from the point of sale to payment. Manufacturers save costs by decreasing order errors and reducing staff resources used for data entry in both systems. Process automation also allows for greater insight into a firm’s customer base.

  • Information synergy. Integration provides one repository for a variety of customer data entry points such as orders placed, products distributed, and invoices fulfilled. ERP tracks customer finance and production information such as billing and shipping addresses; CRM focuses on the sales prospect and customer pipeline. Combining information from both software applications creates one powerhouse data system, with the level of efficiency that can more easily embrace new technology add-ons as needed.

  • Business intelligence. Transparency is one of the beauties of ERP and CRM as standalone systems. Together, holistic business visibility is exponential. Sales professionals can see where in the production process their customers’ orders are tracking and make changes if needed. Personnel from sales, operations, and accounting can view work-in-process and any workflow updates as they are made. Through integration, ERP and CRM data are defined in the same warehouse; any changes in either system will immediately hit the other. Manufacturing organizations experience maximum business intelligence through accurate real-time data from an integrated solution.

Dynamics 365 Business Central + Dynamics 365 CRM for Sales

Manufacturing organizations that use Dynamics 365 Business Central know firsthand that this best-in-class ERP solution runs key back-office operations and financial processes powered by business intelligence. Firms can easily add Microsoft Dynamics 365 CRM for Sales and tailor the integrated solution for their unique needs.

Microsoft Gold-certified ERP and CRM provider BroadPoint has the experience and skills to support you on your integration journey. The BroadPoint team provides individual, classroom, or self-paced training for staff during the system launch, and ongoing support and cloud management once the integration is complete. Learn more and get started on your integration journey today.

Zach Volpicelli