It’s a good moment to be within a business in the middle range between small businesses and large companies (midmarket). Earlier, technology has taken its generous time streaming down from the industry level, through the midmarket, and into the small and midsize business (SMB) space giving rise to need of integrating ERP with Salesforce CRM. 

But in the digital age, when every company is a technology company, tech merchants and their sales ways are shifting their concentration from the saturated enterprise market to an immense opportunity offered by the midmarket.

The midmarket companies mean businesses that have between 50 to 1,000 employees ranging from small to large size companies fall into such category. Businesses that maintain revenue between $100 million and $3 billion.

This is a very large market that is a greenfield opportunity meaning it is set up from scratch and doesn’t have any restriction for a lot of technology vendors and third-party managed service providers (MSPs).

High time for Midmarket Tech Sales

 

Midmarket-Tech Sales

 

Have a thought once. Only a few companies started themselves in the midmarket. These organizations have transformed and evolved them from Small and Midsize Business System by adding employees, customers, merchandise, services, data, and technology systems to maintain them all. 

Many are rapidly growing their ad hoc systems that maintained and established their Small and Midsize Business, including programs such as QuickBooks for accounting or specifically for human resources purposes. As the businesses emerge, they need more advanced, integrated systems to make processes work not only better organized but also productive and promote their future growth strategies. 

One of the basic platforms that midmarket companies firstly executes is Enterprise Resource Planning (ERP) software. While  ERPs were formerly meant for the enterprise market as a requirement for enterprise-grade business management software solutions for the midmarket and the small and midsize business (SMB) space which has proved to be a booming resource. Cloud services must be thanked for their service solutions provided and reached out to companies with smaller IT budgets.

In very simplified terms, ERPs helps and supports to perform all of your operations work together in real-time all at the same time with one set of login credentials giving out its output to a minimal number of users. Rather than isolated operations for every single department, the ERP connects them all unitedly so that all data can be obtained from one place.

Nowadays ERPs consist of different software applications which can be customized or changed according to the software modules that an individual might purchase determined by their organization’s needs.

Work modules which consist of job functions such as supply chain, accounting, human resources, eCommerce, marketing, sales, customer service, and hence into any size company. 

You can bring all the functions and processes within the limits of a single platform simply by the help of ERPs which can be integrated through your customer resource management (CRM) platform or content management system (CMS). 

For SMBs, the problems compared with stimulating operations over to an ERP ordinarily exceed the benefits considerably. Don’t let anyone misguide you!!! there is no short or easy method for implementing ERP. 

It’s a complicated, challenging process that eats up time and feels like it’s going to get outdated. 

It isn’t surprising for an ERP implementation to reap hundreds of hours.

This also creates an urge or requirement of hiring a new employee or consultant and moreover, it might get together with departmental functions for months!!! And the problems won’t end once the ERP is installed. 

This generates the necessity to train both of them your employees as well as your customers on how to use the new system. This usually results in a severe increase in challenges and difficulties as well as in some circumstances in loss of revenue.

Benefits of Integrating ERP with Salesforce CRM

 

salesforce-crm-integration-benefits

 

Integrating ERP with salesforce CRM manages the data to get synchronized between the systems. How will it transform your everyday operations?

Alright, consider what all things might occur after entering a new customer into Salesforce. All the customer data entered on the cloud will match and display in different reports such as finance, invoice, and performance management all these functions are managed by ERP.

With Salesforce ERP integration, there would be no need to re-enter the customer’s information into the ERP system again and again for any of these reports. This will result in time-saving and instant access to data for all the employees by automatically create an invoice in SAP or another integrated ERP through the implemented integrated systems. 

Hence a manual process once for registering a sale and giving that report to finance is now automated. The aforementioned is just one cause for integrating Salesforce with your ERP. Here are six more benefits. 

1. Provide Unified Access from Various Systems

Few employees might be able to understand one system more than the other. The sales team is more prone to skill and understand Salesforce, but somewhat the people on the financial planning team are specialized at utilizing the ERP system. 

Integrating ERP with salesforce CRM enables users to process required data throughout their favoured system. Since the data is synchronized, everyone on staff has all the information they need not have to switch systems – which usually goes for C-level, customer support, and whoever else is reaching data.

2. Enhanced Communication

By Integrating ERP with salesforce CRM it also can intensify information beyond teams. For instance, The finance team handles the ERP. When the finance team corresponds with the sales team, the ERP has all the data finance needs, as well as the data that lives in Salesforce. This empowers finance and sales to have more productive exchanges. 

Nor exhibits any disappointing characters such as a missing piece due to any lack of knowledge. Additionally, they often communicate less with each other for the reason that they have access to the same data, despite their choice of system.

3. Deliver More Acute Data 

Since the data from all integrated systems is shared on the Cloud ERP system, there is more data it can use in its assessment and briefing per system. As an outcome, operators gain more in-depth and appropriate information about the customer. By integrating ERP with salesforce CRM you can deliver more quality and acute data.

This encourages them to make more rational decisions quicker and identify all actions to exert. The Higher-level management teams always hold a more distinct view of the company’s on-going operations.

4. Avoid Costly Errors and Save Time

Any standard data entry can result in errors, even when following copy and paste format. Usually, in circumstances of companies hinge upon several systems, employees need to insert the same data into each of them. This boosts the possibility of errors and data duplication.

When someone identifies the unmatched data in two systems, this demands time and effort to conclude which system holds the right data. A well-implemented integration of ERP with the salesforce CRM project covers automatic inspections and stabilizes it to ensure complete integrated systems to have the even data allover. 

It is essential to keep data clean by deleting the duplicated data to increase productivity along with storage. Unnecessary multiple data entry will no longer be done by employees and allowing users to consume their time on more worthy tasks instead of wasting it on data errors. 

5. Automate Workflows Without Coding

With integrated Salesforce ERP platforms, nobody needs to demand programming to install workflows. As workflows can be produced with simple point-and-click, anybody can handle business logic to transfer data, generate processes, and automate data administration.

CRM can automate multiple tasks everyday single-handedly. With integrating CRM and ERP in cloud computing one can increase productivity and automate even more tasks at the same time. This enables employees to emphasis on what they do best while the integrated system takes care of the tedious stuff.

Customer payment and product information has never been easier than using ERP and through salesforce integration, it becomes even more lenient to gain customer contact information along with carrying smooth sales activities. 

When CRM and ERP are not integrated salespeople may have outdated pricing and product information and the company becomes unable to give the automated payment information to the customer. Interested customers may back off when they figure out a quote is not appropriate. And the company may have ungathered remittances on its accounts receivables, which affects cash flow. Nevertheless resulting in severe trouble.

With integrated ERP with the Salesforce CRM system and both operating together, everybody understands what is occurring with every single order as well as customers. The finance department stays on the highest possible level to look over unpaid invoices ensuring they are paid punctually this beneficially affects all the important balance sheet with profit and loss statements. Because of this, a frustrating and complex process turns into a simple closed-loop process.

6. Enhance Customer Service and Satisfaction

Combining various systems gives an overall comprehensive view of all your customers ranging from buying tendency and choices to order history and payment transactions. Resulting in better customer relationship management and helping the organization to expand.

By integrating ERP with a Salesforce CRM system, you can experience the seamless data moving so fast. For the customer contact support to perform swiftly without having hassles of searching multiple systems for responses. 

With ERP and CRM combined they will find all the information they need within one system. Creating a consistent interaction and improving efficiency between customers and the customer support team. Through all the data getting synced with ERP, it makes it easy to create invoices for the finance team.

Benefits of integrating Salesforce with your ERP system :

  • Automates data management tasks.
  • Speeds processes.
  • Workflows boost data accuracy. 
  • Increases operational visibility.  

These simultaneously generate massive time savings and maximized ROI opportunities.

How to Integrate ERP with Salesforce Systems

If an organization already does CRM then the decision to integrate the ERP system must not be time-consuming as well as easy on. Despite, what usually holds companies back is its actual process of integrating ERP with Salesforce CRM.

It’s vital for an organization if they want to have a Salesforce administrator or two to help. Although the Salesforce admin understands Salesforce inside out, it does not cover maintaining the integration project and setting up the process.

For successful integration, the project will need to have a different set of expertise and skills. Once a company does its ERP integration with its existing CRM then it doesn’t need to fulfill any requirements of employment either for full-time or even part-time.

As the Integration project is few and far between it usually ends once a system is integrated with Salesforce. When the need for any additional system is required the company will carry out another integration project.

Conclusion

With integrating ERP with Salesforce CRM together it becomes easier to bring more productivity into sales and customer support. This allows the company to grow its business by improved quality support in all departments in finance, sales and customer support fluently without any errors. This makes the organization to multiply its revenue by various forms and by increasing the employment rate resulting in an expansion of the organization. By these articles, you can understand the 6 benefits of integrating ERP with salesforce CRM how it can help you carry out your business objectives and processes hassle-free