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A Proactive Approach to ERP and Salesforce Integration

Rapid response rates are often the biggest factor between vendors competing for the same customer. Ensuring your sales and operations teams have control, visibility, and immediate access to customer and other vital information is paramount, and minimizing delays and disruption in information flows should be top priority for many IT professionals, line-of-business managers, and executive-level stakeholders. For many companies this means integrating their Enterprise Resource Planning (ERP) software with their Customer Relationship Management (CRM) software.  

ERP has been relied on by companies for many years to manage their enterprise resources including HR management suites, office suites, supply chain management and others, all in one place. Salesforce, meanwhile, is one of the most popular CRM software solutions available today, and a growing number of companies rely on it to boost operations with superior insight into their customer information.  

However, without integrating them, businesses are missing out on the exponential benefits of these two systems working seamlessly.  

Siloed Systems Mean Operational Challenges

Some of the main challenges of running disconnected, siloed systems include:

  • Both systems have data that will be critical to the success of your business. Running two entirely separate record-keeping and operating systems cuts you off from the decision-making power that comes with having one single source of truth.  
  • Without clear and concise analytics between Salesforce and your ERP, data companies often suffer with a delayed response such as order processing and invoice creation. This can result in orders not being processed and shipped on time and, ultimately, disappointed customers.  
  • Reporting on data between Salesforce and ERPs is difficult without performing manual data capture and data analysis. Breakdowns created by these manual processes lead to errors and omissions in data, which negatively impact your teams’ forecasting ability and performance.

By integrating your ERP solution to your Salesforce CRM system your sales team will have an accurate view of customer data, purchase and payment history, invoices, quotes, and orders as well as inventory.  

More particularly, the successful integration of the two systems establishes an optimal data flow between the systems, enhances data visibility, helps automate data management, and most importantly, provides all the information necessary for teams across the organization to make informed decisions.

It’s Worth the Effort

The benefits of integrating ERP with Salesforce CRM touch almost every part of the organization. These include:

Better communication all round – enabling departments to have fast effective communication as multiple departments now share the same level of data unified across systems.  

Better customer service - by integrating Salesforce and ERP software, you are guaranteed data accuracy and a more coherent picture of your customers, helping you drive better service, and helping speed up customer interactions.

Reduced errors - integration systems mean teams are no longer involved in multiple data entry processes, massively reducing data errors. This will save time, allowing them to focus on the tasks that improve results.

Painless Integration That Keeps You in Control Every Step of the Way

Each business is going to have different needs, but the common denominator for each is finding an integration platform that can reliably support its integration needs now and in the future. Integration platforms and particularly, Hybrid Integration Platforms (HIP), provide all the tools needed to make the task of integrating complicated data silos and legacy infrastructure across multiple systems simple and fast. However, managing the integration may continue many months into the future, requiring a longer-term strategy.  

One of the many benefits of working with Synatic when integrating your ERP system with Salesforce is access to the platforms Operations Portal. This is unique to the Synatic offering, setting it apart from any other market solution.  

Synatic’s Operations Portal is designed to give businesses a real edge in how their teams interact with their systems and with one another. This is particularly important when you are coordinating between multiple teams working across multiple siloed systems.  

Synatic’s Ops Portal allows non-developers limited access to a solutions code and flows enabling them to either solve issues, or to easily pinpoint where the problem is. This concept is called Data Observability. End users can see what is happening with your data.

Non-developers can then quickly and clearly communicate issues to their support team for a speedy solution. This appeals to both the technical and operational teams and drives added efficiencies into operations.

Driving Effective ERP and Salesforce Integration with Synatic

Synatic has extensive experience in Salesforce integrations. We have drawn on this to ensure we have designed the optimal solution to help you and your organization to quickly realize the benefits of a successful integration. Our unique Operations Portal has placed the user at the centre of the solution. The intuitive user interface means companies can get new users up and running in a matter of minutes, reducing the pressure on your tech resources and building better working relationships across teams.  

Most importantly, our proactive approach to integration ensures that the right data is available to the right person at the right time, helping you realize immediate business benefits from your integration efforts.  

For more information on how Synatic can help make your ERP and Salesforce integration easier, contact us today.

Jamie Peers
July 20, 2021
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