Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process


Malcolm Roach, Open Door Technology Inc.

CRM and ERP Integration

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The benefits of integrating CRM and your ERP system:

Superior customer service is a direct result of a well-executed integration of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems and is the best way to stand out from the competition.  The underlying principle behind the integration of CRM and ERP systems is to ensure consistency of data, which helps to automate work flow between the two systems and improve customer experience.  Organizations with standalone CRM systems often engage in the manual transfer of data between the two systems, which can significantly impact the operations group and cause data errors.  Uncertainty around the accuracy of data is often the death knell for CRM systems as staff won’t use them if they cannot rely on the resulting information.  On the other hand, an integrated CRM system can streamline processes and greatly improve productivity.  A 360 degree view of the customer is now possible, combining issue tracking, customer communications, and sales forecasts with customer transactions, volume metrics, and sales trends.

Microsoft Dynamics CRM is the world’s fastest selling CRM system and is available in either an on-premises or cloud model.  The simplicity of the user interface and flexible setup options allows CRM to be rapidly implemented with little upfront cost.  More complex requirements can be met through the powerful development capability built into the product toolkit.  An able partner to Dynamics CRM is Microsoft Dynamics NAV, the world’s most popular mid-market ERP system, with over 96,000 customers.  The flexibility and integration of the two systems allows organizations to quickly set up the critical business processes necessary to meet the requirements of their customers.

by Open Door Technology

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