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BroadPoint Technologies, LLC

Revolutionize Your Manufacturing Business with Integrated ERP/CRM


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ERP (Enterprise Resource Planning) software helps your manufacturing company meet the unique challenges of changing markets by allowing your business to be streamlined, transparent, and customer focused.

CRM (Customer Relationship Management) software helps you capitalize on your greatest asset: your customers. It helps you maximize customer communication, automates and enhances internal processes, and helps you analyze your data for strategic decision making.

Both ERP and CRM are valuable software solutions, but their true value is realized when they work together. Imagine the value your manufacturing organization could realize if you were to merge ERP back-office functionality with CRM for sales and marketing.

Modern manufacturing organizations are looking to integrate CRM software with their ERP solution. These businesses collect and process data from many sources, including customers, accounting, sales and marketing, and operations. When CRM and ERP are allowed to communicate information back and forth, the result is an organization with leaner processes, aligned functions, and greater insight.

Integrated ERP and CRM will revolutionize your manufacturing business in many ways:

Process enhancement. By merging operations workflows from an ERP system with the sales pipeline from a CRM system, manufacturers can apply sales quotes and orders to production management, supply planning, inventory management, and back-office procedures such as invoicing.

This automation precludes duplicate order and customer information entry across processes and greatly streamlines the processes involved from sales, through fulfillment, to invoicing. Decreased risk of error, best use of employee resources, and insight into customer trends all contribute to a smooth operation and reduced costs.

Information synergy. Integration of the two systems assures a single version of your valuable customer and business data, no matter at what stage it is entered. ERP focuses on finance and production information, e.g. billing and shipping addresses; CRM focuses on the customer and the pipeline that leads from contact to product delivery. Combining information from both software applications creates one powerhouse data system containing everything you need to know about your operations.

Business intelligence. Transparency is one of the strengths of both ERP and CRM systems. They are each designed to give your users a complete view and meaning of the data they contain. Taken together, total business visibility is exponential. Sales reps can see the status of their customer orders in the production process, and make adjustment when needed.  Sales, operations, and accounting departments can track work-in-process and any updates or corrections as they are made. With ERP and CRM data contained in an integrated system, any changes in one will immediately be applied to the other. Manufacturing organizations can now make optimal use of business intelligence through accurate real-time data from an integrated solution.

Dynamics 365 Business Central + Dynamics 365 CRM for Sales

Dynamics 365 Business Central is a best-in-class ERP solution that allows manufacturing firms to run key back-office operations and financial processes powered by business intelligence. Organizations can easily add Microsoft Dynamics 365 CRM for Sales and tailor the integrated solution for their unique needs.

Microsoft Gold-certified ERP and CRM provider BroadPoint has the experience and skills to support you on your integration journey. The BroadPoint team provides individual, classroom, or self-paced training for staff during the system launch, and ongoing support and cloud management once the integration is complete. Contact our experts at BroadPoint to learn more about how an integrated ERP/CRM can revolutionize your manufacturing business.

By BroadPoint, www.broadpoint.net

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