Business Management Systems (ERP) and customer relationship management (CRM ) are two powerful tools for a company and, if you succeed, you can make the most of your business by reflecting on greater productivity, customer satisfaction, quality and increase in sales volume. Who are your customers? What was bought by them? What is the order status? What are the planned financial releases to be received? What is the most popular product and what is the average monthly consumption? These are some pieces of information that could be available in a single Management System.
See 5 advantages of using CRM software integrated with ERP to boost your company:
Qualified sales
With the unified platform, it is possible to identify which customers are the most profitable and allocate resources to them. Therefore, it is possible to segment them and create personalized campaigns, offering products targeted on the basis of your latest purchases.
Furthermore, there is the possibility of carrying out more effective relationship work in the post-sale, as the system helps to identify who is the customer, which is his purchasing power. You can understand the customer as a unique being and identify all their needs.
Personalization of attention
The knowledge that commercial information is always visible, in real time, helps the team to provide superior customer service and build stronger relationships with them.
Using as an example a customer who makes a request and gets in touch to resolve a query. All information linked to the request will be on a single platform, speeding up attention and complete delivery. The employee will quickly be able to see the entire interaction history that has occurred with this client up to the moment and the status of the request, helping to anticipate possible solutions, even before they present their difficulties.
Reduction of inventory costs
With correct information, such as the closing of the last purchase, the frequency in which it was made and the periodicity of customer purchases, managers can predict the stock capacity with greater precision, avoiding the accumulation that compromises the money that could be destined for more urgent actions.
When integration does not exist, perceptions are not sufficient and can even be contradictory, leading the purchasing sector to request items in devastated or excessive quantities.
Agility in financial analysis
The unified system allows the commercial sector to view the customer's credit limit, their current credit balance and a list of pending invoices, providing employees with a complete history that can influence the terms of the proposal.
Knowing which receipts are due and which the customer gives helps you to carry out efficient actions to collect outstanding amounts. With this information, managers can make better decisions, for example, demanding payment in advance. This all makes negotiation more agile and assertive.
Effective decisions
Through integrated data, managers have access to clear and segmented information about the business, being able to make better decisions regarding the company. Agility in decision making, using precise data to help reduce costs in operations and increase the profit margin.
We can see that the integration between ERP and CRM is much more than an interesting solution, it is also a business strategy focused on the customer.
Are you curious and want to understand how to work in your company?
Discover Oracle NetSuite and ERP+CRM in the Cloud #1 in the world and what it can do for your business. Request a free presentation a Active Cloud Solutions is major implementation consultant for this solution throughout South America, now present locally, in Paraguay.
