Salesforce is no new name to anyone in the industry. A cloud-based Customer Relationship Management (CRM) application, Salesforce has single-handedly dominated the CRM marketplace over the years. Enterprises across the globe generate vast volumes of data regarding their customers, and efficient management and planning of it are at the heart of every corporation. Salesforce CRM helps consolidate all these customer data under a single platform to help companies better understand and deliver to their customers. The CRM application enables support, sales, and marketing teams for companies across the globe to gain deeper insights into their customers through accurate analytics and data to develop more targeted customer experiences. Salesforce also provides a unique suite of cloud services curated towards essential business processes like marketing, sales, and support for B2B & B2C companies. However, an enterprise cannot make meaningful progress by piling all customer data within their CRM solution as isolated databases, no matter how powerful that platform may be. Thus, integrating the CRM platform with other lines of business applications, such as Salesforce ERP integrations, is necessary to maximize its functionality and provide observable sustainable growth.
Why Businesses Need Salesforce ERP Integrations
While Salesforce comes packed with numerous built-in tools and functionalities, organizations require additional functionalities beyond the native features, such as managing and tracking all business processes. On the other hand, an Enterprise Resource Planning (ERP) application, as a database, consolidates business processes under a single application to provide better workflow visibility, simplify operations and increase flexibility. Thus, both platforms offer distinct advantages to a business, but as isolated systems are limited in functionality to only themselves. Through the seamless integration of both applications, effortless automation of business processes can be achieved, which significantly reduces the cost of operation and time to market.
The in-depth integration of Salesforce, which compiles data between the CRM and an ERP platform, provides decision-makers with a complete overview of how the customers are interacting with every other core process within the organization. Synchronization of customer data from the CRM to the ERP allows it to be reflected across departments such as financials, invoicing, and logistics. Organization-wide access to essential client data through the Salesforce ERP integrations allows every customer-facing department to provide a more seamless and comprehensive customer journey experience. The streamlined customer journey provided through synchronous data transfer helps increase Average Customer Life, reduce Customer Retention Costs, and decreases the time for a deal to close.
Hence, for companies using Salesforce, looking to provide a best-in-class customer experience, and cut down their Customer Churn Rate, complete end-to-end integration of it is essential.
If you are a Salesforce user and have multiple systems running your business, connect them seamlessly with Salesforce CRM under one roof with the best-in-class integration platform.
The Benefits of Salesforce ERP Integrations
Salesforce ERP integrations are an absolute necessity for companies looking to optimize all their customer-centric workflows. A Salesforce implementation that has complete sync with all the data generated by the different processes within the company can significantly expand organizational capabilities and efficiency. The following are the benefits of Salesforce ERP integrations.
Improve Productivity for Customer-Facing Teams
Sales representatives often require access to accounts and sales data from the ERP to track customer purchasing behavior and resolve any discrepancies. Data regarding customer payment history is also needed to make informed decisions about providing discounts or collecting dues. Having all the necessary data readily available within the Salesforce system removes the need to toggle between multiple applications and enables the sales team to accomplish tasks faster.
Gain 360-Degree Understanding of Customer Behavior
Customer trends are ever-changing. In this competitive market, where everyone is aiming to provide the best possible service, customer expectations for standards have increased significantly. Enterprises need to have their fingers on the pulse of their customer to impress, influence, and retain them. An integrated Salesforce system that compiles and syncs multiple customer-generated data from the ERP can provide accurate insights into clients’ needs, pain points, and behavior required to deliver a top-of-the-line experience.
Automation of Repetitive Processes
With the distinct functionalities of an ERP and CRM platform, different data parameters for the same customer are stored across the two systems. With multiple databases containing the customer data, the risk of an inconsistent client profile increases significantly. Manually transferring data between the two systems is a repetitive, time-consuming process prone to data redundancies and errors. With the integration of Salesforce with an ERP, the data transfer is automated, which drastically reduces manual work hours and ensures a unified customer view across both platforms.
Generate Actionable Reports through Customer Analytics
The biggest hurdles to the scalability and flexibility of workflows for organizations are data silos. Decision-makers within an institute require accurate contextual information to evaluate the risks and benefits before planning. With the integration of Salesforce with the database of an ERP, data silos can be eliminated and customer analytics on product usage, purchase behavior, and needs can be consolidated from multiple sources to generate actionable reports for data-driven decision making.
Improves Departmental Coordination
Different departments may require access to customer data for strategic planning and evaluation. Constantly jumping between multiple applications or requesting access to the information is wasteful and time-consuming. The Salesforce integration allows every department to have ready accessibility to the relevant customer data and thus, coordinate a unified approach for their clients.
Access Data Remotely from Anywhere
In our current day and age, everyone wants to have access to data within the palms of their hands. Most modern ERPs now offer customized applications for smartphones to allow users to keep up-to-date track of all the processes taking place within their business. Through the Salesforce ERP integrations, the users can gain the flexibility to access data whenever required while operating remotely.
Top 5 Must-Have Salesforce ERP Integrations by APPSeCONNECT
Salesforce ERP integrations is without a doubt an essential need for organizations looking to stay ahead of their competitors. However, fast deployment of the integrations is necessary to reduce time to market and maintain the competitive edge. APPSeCONNECT’s plug-and-use integration templates for Salesforce and other industry-leading ERP platforms allow businesses to get started in no time. Take a look at the top Salesforce ERP integrations by APPSeCONNECT that can provide value for your business!
Salesforce and SAP Business One Integration
SAP Business One is one of the most implemented ERP solutions by small and medium enterprises. The focused approach towards customer management provided by APPSeCONNECT’s bidirectional sync of essential customer data such as accounts, quotes, and invoices between the Salesforce and SAP Business One systems can act as an effective jump pad for smaller businesses to take themselves to the next level.
Visit Salesforce and SAP Business One integration to gain a deep dive to investigate the advantages of integrating them with APPSeCONNECT.
Salesforce and SAP ERP Integration
SAP ERP, formally known as SAP ECC, is a legacy ERP solution that has acted as the core technological pillar for large-scale enterprises worldwide. The system manages innumerable processes that take place within such a large organization. Manually ensuring consistency of business-critical such as customer information, order details, etc., between the ERP and Salesforce is impossible. Thus, a robust integration solution, like APPSeCONNECT, is needed to automate such bulk processes.
Explore more about the benefits of integrating through APPSeCONNECT by heading over to Salesforce and SAP ERP integration.
Salesforce and Sage 300 Integration
Sage 300, as an ERP solution, provides a wide range of features for finances, sales orders, inventory, and integrated payments. The synchronous transfer of product, account, contacts, and sales order details between Salesforce and Sage 300 by seamlessly integrating them through APPSeCONNECT, can help optimize the functionalities of those features.
You can learn more about the functionalities offered by the integration through APPSeCONNECT by visiting the Salesforce and Sage 300 integration.
Salesforce and Microsoft Dynamics NAV Integration
Microsoft Dynamics NAV is one of the go-to ERP applications for small and medium-sized companies and local subsidiaries of large international corporations for managing different lines of organizational workflows. Salesforce and Microsoft Dynamics NAV integration through APPSeCONNECT that synchronizes customer, items, and sales order data helps curate a complete overview of customer behavior for improved strategic planning.
Head over to Salesforce and Microsoft Dynamics NAV integration to know more about the advantages integrating them through APPSeCONNECT can provide.
Salesforce and Priority ERP Integration
Priority offers a flexible ERP solution for organizations to accelerate their business growth. By prioritizing the integration of Priority with Salesforce through APPSeCONNECT, businesses can enable the instantaneous two-way transfer of valuable information such as account contact details, item descriptions, price books, and sales order data to streamline operation management.
Check out Salesforce and Priority ERP integration to explore in detail the offerings APPSeCONNECT provides for their integration.
Common Use-Cases of Salesforce ERP Integrations
As we have already discussed, there are several uses of integrating Salesforce with your choice of ERP system. The following examples highlight some of the more common use cases for their integration.
Ensure Consistent Account Details
Whenever a new customer account must be created, all relevant data needs to be stored across both Salesforce and the ERP databases. Conflicting data between the two systems due to manual data entry can lead to an unreliable understanding of the customers. Configuring an end-to-end two-way integration that automates the process of data transfer, ensures consistency of details for any number of accounts.
A manufacturing and distribution company for adhesive sealants and precision dispensing equipment was able to maintain the integrity of its customer accounts by connecting SAP Business One with Salesforce through APPSeCONNECT. With access to accurate data across both platforms, the company was able to gain a 360-degree understanding of the customers.
You can learn more about how APPSeCONNECT made a difference for the company by checking out their success store over here.
Manage Orders and Invoices
Management of orders and invoices can be a challenging task for companies. The ready availability of orders and their corresponding invoices are necessary to allow transparency of order statuses and provide timely notices to customers regarding any outstanding payments. With the integration of Salesforce, businesses can easily keep track of customer orders and payment history.
An APPSeCONNECT customer, a company that designs, engineers, and manufactures premium lightweight performance trikes in Orlando, Florida, was able to fully automate the sync of orders, invoices, and other complex data. Through this, purchase summaries, including legacy order invoices were synchronized to Salesforce, which helped them deliver consistent customer experiences.
Check out their success story here to learn how APPSeCONNECT helped accelerate their business growth.
Keep Accurate Track of Inventory
Losing track of inventory status can lead to failure in order fulfillment and result in declining customer retention. Synchronization of inventory data to Salesforce is required to identify if an adequate volume of a product is available to complete an order. With this, sales opportunities can be better identified, and accurate delivery timings can be provided to the end customer.
By integrating through APPSeCONNECT, a Canadian company retailing trendy products including games, cosmetics, electronics, and more, was able to seamlessly synchronize all inventory information and remove data errors and redundancies. APPSeCONNECT also enabled multiple warehouses to be integrated for smoother operation and effortlessly maintaining bulk customers from different channels.
Learn more about how APPSeCONNECT powered their success story by visiting here.
Ending Takeaways
With over 23% of the CRM market share, Salesforce is a behemoth in the industry. No other CRM vendor comes close to the size of Salesforce. With so many companies implementing Salesforce, they need to maximize the utility of the system to remain competitive. The Salesforce ERP integrations can provide that necessary edge. Corporations need to evaluate which data needs to be shared across the two systems and how the transparency offered by it can help achieve goals. Seamless data sync between the CRM and the ERP can be easily done through a robust and intelligent iPaaS, like APPSeCONNECT, to gain a top-down overview of the entire business but knowing how to utilize that information is the real key to success.
Businesses with Salesforce implementation looking to sustainably expand their business need to look into integrating it with their ERP. APPSeCONNECT is the iPaaS solution that you need to achieve effective integration of your Salesforce CRM and ERP solutions. The intelligent pre-designed integration templates for connecting Salesforce with all industry-leading ERP platforms provide the fastest hybrid and cloud integration capabilities for them. Reduce time to market and deliver the best-in-class experience that your customer deserves with the power of APPSeCONNECT!
If you are a Salesforce user and have multiple systems running your business, connect them seamlessly with Salesforce CRM under one roof with the best-in-class integration platform.
