Integrating CRM & ERP Solutions

Transcript

1. Integrating CRM & ERP Solutions How Sugar, sales-i & SYSPRO Remove Bottlenecks
2. Missing Something? It's Time to Introduce Your ERP to your CRM Unlock Hidden Sales Opportunities with CRM & ERP Integration
3. ERP Software: The Powerhouse of Modern Business Operations ERP software offers businesses an overview of all their operations and processes. CRM and ERP integrations work by connecting existing internal data with transactional data to generate clear, simple, and concise information. Because many enterprises rely on their CRM data for insights and reporting, we partnered with sales-i, a SugarCRM Company, to accelerate our efforts of helping our customers better understand customer buying behaviors and patterns. LEARN MORE
4. The combined powers of Sugar & sales-i offer enterprises the best of sales automation: AI-infused guided selling. Here are some capabilities that make a difference in organizational growth: Gain better insights and visibility of both customer and ERP data, directly from your CRM Give your sales cycles a kick with reduced manual data entry and report generation, and identify cross-selling and upselling opportunities on the fly Boost customer satisfaction and customer revenue with intelligent insights on customer needs, engagement, pain points, market changes, that will help you interact with customers in personalized ways Sugar + sales-i: Sell Smarter. Grow Faster The Sugar and sales-i collaboration offers unprecedented sales intelligence and next-best-action guidance centered on the buying behaviors unique to B2B customers within the manufacturing, wholesale, and distribution sectors. If your company sells tens of thousands of products across thousands of customers, then this is a must-have solution to deliver revenue growth and customer satisfaction. Cl Clin int O t O. ., Chief Strategy Officer, SugarCRM
5. What's Holding Your Organization Back? The Four Biggest Bottlenecks For Companies without CRM & ERP Integrations
6. 1. Poor Data Management & Reporting Capabilities Overcome Your Data Management & Reporting Bottlenecks with ERP & CRM Integrations
7. Sugar + SYSPRO deliver a two-way channel for sharing information between the your CRM and ERP. With such capabilities, sales and support teams have real-time access to complete information regarding product availability, order placement, and inventory. With this data, teams can provide accurate delivery timeframes to customers, status updates, prevent stockouts and better plan inventory. Reduce manual data entry Allows quick access for front-end teams into back-end data Access to real-time data Access to global reports that enhance decision-making Get unified access to "hard" and "soft" data Integrate Sugar and SYSPRO for Crisp, Up-to-Date Data We all have the information our fingertips, we just need to make sure that there's a disciplined and diligent about using it every single day. Like everyone knows how important it is to make notes that everyone else can see and share those companywide through a system like CRM. Sco Scott H. tt H., Chief Revenue Officer, SYSPRO Americas
8. Integrate Sugar and SYSPRO for Crisp, Up-to-Date Data Integrating the two solutions will offer all stakeholders critical insights and access to improved reporting capabilities. How does accurate reporting accelerate business growth for modern enterprises? Get accurate data on usage and product health Gather information on popular and redundant products in your portfolio Uncover emerging market trends and dynamics Make informed, strategic decisions Keep track of organizational performance
9. 2. Lack of Planning & Scheduling Capabilities Hampered Operations by Lack of Planning Capabilities? Integrating CRM & ERP Is the Solution
10. Planning and scheduling changes frequently occur, regardless of business size or industry. Planning & Scheduling Challenges Can Hamper Business Growth Ineffective planning and scheduling processes can act as barriers to business growth, hindering productivity and efficiency. Increased risk of missed deadlines and project delays Difficulty in allocating resources optimally Reduced adaptability to changing market demands or unexpected events Impacted customer satisfaction due to delays or inconsistent service delivery Hindered scalability as inefficient processes become more pronounced with business expansion
11. ERP & CRM: Ditch Planning and Scheduling Struggles Integrating your CRM and ERP applications comes with the greatest advantage of allowing front-office teams to stay informed and updated. This way, they can: Access real-time customer data and order information for improved customer service Streamline sales processes by having immediate visibility into inventory levels and product availability Enhance cross-departmental collaboration by sharing relevant information seamlessly Increase efficiency by eliminating manual data entry and duplication of efforts Improve accuracy in sales forecasting and inventory management through integrated data analysis We’ve been using SYSPRO ERP to automate our back office for several years and were looking for the right complementary CRM in the front office. We chose SugarCRM so that we could get earlier visibility into our sales pipeline and deliver a better customer experience. P Pe etr tra S a S. ., President, of Adhesive Applications
12. 3. Siloed Operations Between Sales and Marketing Empower Sales and Marketing Teams With Consolidated Data
13. Boost Sales & Marketing ROI With A Complete View of Your Business While ERP solutions have been developed to streamline business operations such as business tracking and handling, supply chain management, and accounting, CRM applications have a customer- facing purpose and focus on marketing, sales, and support initiatives. By integrating the two, you can offer your front-office teams, such as marketing and sales, quick access to valuable data across your entire organization: CRM Data: contact data, deal status, account status (lead/prospect) Social Data: customer interactions, likes, shares, and data emerging from professional network platforms, such as LinkedIn ERP Data: contracts, purchase history, order status, buying behavior, invoicing information Website Data: visits, content preferences, content downloads, dwell time Email Data: opt-out rates, send data, open rates
14. A Single Source of Truth For Your Marketing & Sales Efforts All the data sources listed previously can help marketing and sales enhance their operations, dynamics, and how they collaborate, with information such as: Internal and external business networks Readiness to buy Purchase decision triggers Upsell opportunities Cross-sell opportunities Renewal processes
15. 4. Lack Of Real-Time Collaboration Overcome Supply Chain Errors With Real-Time Collaboration
16. Lack of Real-Time Collaboration Will Impact Your ROI Regardless of industry, it is critical to have all stakeholders across your business involved in the decision-making process and updated with the latest developments on all your product information. As such, in lack of proper collaboration protocols and workflows, some issues are likely to arise: Miscommunication leading to conflicting strategies or goals Delays in product development or launches due to lack of alignment Increased risk of errors or oversights in product information Difficulty in addressing customer needs or concerns effectively Reduced efficiency and productivity due to disjointed efforts Higher likelihood of dissatisfaction among stakeholders due to feeling uninformed or excluded
17. By integrating the two applications, you will gain a complete view of all business activities across all departments: Enhanced visibility into cross- departmental processes and interactions Streamlined access to comprehensive data for informed decision-making Improved coordination and collaboration among teams Increased efficiency through centralized management of business activities Better insights into interdependencies between different functions Facilitation of smoother workflows and smoother operations As such, the collaboration factor is elevated, which allows for better, more informed business decisions, transparency, and real-time interactions with all stakeholders across the business and beyond. ERP & CRM: Bringing Real-Time Visibility SugarCRM is thrilled to partner with SYSPRO ERP to bring newfound productivity gains to sales, marketing, and customer service professionals. Powerful CRM and ERP integrations fulfill the need for a complete ‘business operating system’ spanning across the back-office and front-office to realize maximum productivity and efficiency within the business. Together with SYSPRO ERP, the Sugar platform will do the work to unlock customer insights, improve the experience by providing a 360-degree view of the customer, enable better decision-making with real-time analytics, and enhance collaboration with a single source of truth for all customer data. Cl Clin int O t O. ., Co-Founder & Chief Strategy Officer, SugarCRM
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