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Benefits of Integrated CRM and ERP

Sage CRM is powerful software on its own. But when you combine that wealth of sales and customer data with the accounting and operational data from Sage 100, you get a whole that's far more powerful than the sum of its parts.

Overall Boost in Efficiency

Sales people often need data about customers that's only stored in the accounting system (i.e. credit limit, recent purchases, etc.). As such, the finance team is bombarded with requests from sales team members which can result in a lag between when the information request is made and when it's eventually fulfilled (after all, finance is busy too!). Not only is this process inefficient internally, the delay can impact the sale if the customer decides to purchase from your competitor who was quicker to respond.

When Sage CRM integrates with Sage 100, your sales team has all the customer and transaction data they need without fumbling around in the accounting system or asking finance to follow up. This not only keeps sales and finance focused on their respective tasks, it helps sales reps shorten the sales cycle AND focus on the deals most likely to close.

Visibility and Revenue Growth

When CRM and ERP operate in independent silos, you don't get the full benefit of seamless communication between teams and departments, nor the reporting visibility of a single system that combines sales and operational data for a complete and consolidated view of your business.

Armed with a 360-degree view of your customers' history and buying preferences, your sales team can more easily find upsell and cross-sell opportunities on existing deals to drive additional revenue. Plus, integrated CRM and ERP can help reveal untapped opportunities in existing customer relationships.

A Better Customer Experience

"I'll have to call you back and follow up," isn't something a customer loves to hear. Surveys have shown that average response time to customer requests is more then 12 hours. Furthermore, some companies fail to follow up at all.

With Integrated CRM and Sage 100, everything you know about your customers is in one single system. So whether it's sales, support, or accounting, anyone who has contact with a customer has up-to-date data right there in the system they use every day. That means sales people have access to inventory availability, recent shipments, or customer credit status right in Sage CRM. It also means that service staff is better able to resolve customer inquiries on the spot, rather than passing them to another department or promising to call back hours/days later.

Get in touch if you haven't already connected CRM with ERP and want to learn more.

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Michelle Laudano

Written by Michelle Laudano

As a Customer Success Manager for our Sage 100 practice, Michelle focuses on the growing relationships between her clients and identifying software solutions that meet their needs.