Why it is important to integrate CRM and ERP for your business
Today many businesses are mainly focusing on integrating their ERP and customer relationship management (CRM) systems. By doing so, they can streamline business processes efficiently and enhance productivity.
What is ERP
ERP software aims to simplify the critical components of business processes. The primary advantage of ERP is it automates and simplifies the particular activities across a business or organization, like accounting and procurement, project management, risk management, and supply chain operations.
What is CRM
The primary goal of CRM is to improve business relationships and gain loyal or potential customers. With the help of CRM technology, an organization can gather better insights, which would be more helpful when selling a product to them. Companies can manage a productive relationship with their customers and cross-sell their software and other solutions.
Integration of ERP & CRM
Business people are witnessing complexities in handling the data as an enormous amount of data to be managed daily. The most significant pain point of every business owner is that they could not handle the customer data effectively.
Customers are a crucial asset to any business, but how can you successfully deal with these challenges while building profitable customer relationships?
To overcome these issues, it becomes crucial to integrate ERP & CRM for any business.
Front-end information, such as logging customer interactions, sales tracking, pipeline management, prospecting, and creating marketing campaigns these will be dealt with CRM.
ERP handles critical backend processes, including purchase history, billing and shipping details, accounting information, financial data, and supply chain management details.
How ERP and CRM integration helps your business
The integrated ERP & CRM solution will share a single database; the updates in either system are visible quickly.
The Customers invoice can be processed faster, and any product returns can be automated between systems, providing your business with more unobstructed visibility in all levels of your business’ sales process.
Here are some of the ERP-CRM integration advantages available for any business:
Complete View of your Customer
When you integrate ERP and CRM, you can gain complete visibility of a customer. Either it’s sales, support, marketing, or just general customer data, your enterprise will have all the aggregate information to make more qualified decisions on maintaining and improving your business relationship with customers.
Improve Efficiency
Companies too often lose their productivity by spending time on manual, arduous integration tasks that destroy valuable employee resources—enhancing an integration platform with ERP and CRM connectors, which helps to manage these processes automate and to improve productivity.
Quicker Access to Pertinent Information
In many organizations, some vital information can be accessed faster. Professionals who identify with this type of work don’t have time to hunt down information—it needs to be precise at their fingertips at all times. ERP & CRM integration comes in, as both your ERP and CRM systems store different forms of valuable information. If all the data is stored in the same place, you won’t have to worry about searching for it.
Eliminate tedious data entry and duplication
Both ERP and CRM systems hold to account and contact information. It is done for different reasons – CRM is focused on support/sales and prospects, whereas ERP is focused on inventory, warehouse, shipping and billing address, etc.
The ERP and CRM integration eradicates the tiresome necessity of duplicating data entry by providing some uniform rules for each system. For instance, any changes made in the ERP database will reflect in the CRM system and vice versa. The same behavior applies to the addition or removal of custom fields, new entries, or changes in the database.
Why eSales
eSales help you to integrate CRM & ERP to power your enterprise. Also, eSales enables you to connect smoothly and combine with the applications that your business needs to evolve and serve your customers at the desired level.
[email protected] | www.esales.in |631 – 889 – 2884 | 631 – 649 – 4125
- Published in blog, eSalesuite CRM
Why data entry automation is essential for any business
Data entry is the most time-consuming part of jobs. Manual data entry processes can quickly harm your business. This automation software will enhance productivity in your business by automating entire workflows.
Today, this automated data entry is highly used in healthcare, pharmaceutical companies running clinical trials, the law industry, insurance companies, sales offices, and any other sector that stores and processes much data every day.
To combat these issues, eSales offers reliable automated data entry software that will be suitable for all business levels.
This automated data entry software replaces the traditional method of keying the data. It helps implement faster and more efficient data entry while eliminating the chances of errors in data entry, which is possible in the manual process.
eSales provides a comprehensive data entry automation software that simplifies the entire business process. Maintaining the data entry process will only chew up the productivity; it also comes up with higher error redundancy issues.
What is Automated Data Entry
Processing the data with the help of automated software is called data entry automation. This computerized data entry will handle and store the information accurately. It also enhances productivity in your business. Using the automation software, you don’t need to hire a separate workforce resource for data entry, which will be a waste of time and money.
The automated software will capture the information from all types of documents accurately. It will manage the entire data entry process.
Our automated data entry application is beneficial for all the latest content management solutions (CMS), databases, and other business applications.
Since this automated data entry software manages the entire data entry work, it will easily capture or recognize any type of form or document (structured, semi-structured or unstructured), or any kind of data, whether its machine print (OCR), handprint (ICR), barcode recognition, or checkboxes and bubbles (OMR).
The automated data entry can be done in three different ways, like when the paper is scanned or faxed into the computer, or the image is interpreted by the software, and lastly, when the data is automatically entered into the appropriate fields in a database.
Time Saving and Accuracy will be more with Automated Data Entry.
Normally, the manual data entry process will chew up your one-third of the time spent in the workplace.
eSales data entry software will simplify the entire data entry process through automation software. The data will get processed and stored in a minimal amount of time. You can seamlessly maintain any content.
BENEFITS OF DATA ENTRY AUTOMATION
When you automate the data entry work, you will gain the following benefits:
● Faster document processing
● More accurate business data
● More resources to allocate to other tasks
● More satisfied (and engaged) employees
MUST-HAVE DATA ENTRY SOFTWARE FEATURES
The automated data entry software needs the following features for optimized efficiency.
● Identify multiple forms of data
● Integrate the software quickly with your ERP
● You can alert your team when the data needs to be reviewed manually
● Collect and sync your content in real-time
At eSales, we provide solutions that will take your business to the next level. You can use our automated data entry software on the go. You can also manage all your business information from Accounting and Finance to Customer Service and HR.
We can help you with the importance of digital transformation, and you can customize our data entry automation software as per your specific needs.
Contact us today to talk to our technical expert.
[email protected] | www.esales.in |631 – 889 – 2884 | 631 – 649 – 4125
- Published in blog, eSalesuite CRM