"What is Salesforce CRM and why should I connect it with my accounting/ERP system?"

Wednesday, November 16, 2016Lauren Macdonald Salesforce is a Customer Relationship Management (CRM) system designed to help you develop stronger, lasting relationships with your customers and prospects.

Salesforce can do many things for your business, including:

Empower you to close more deals

With Salesforce, you can track all of your customer information and interactions in one place. This means you can have a complete view of your customers and prospects, including activity history, key contacts, customer communications, and internal account discussions. You also maintain all the details on your team’s involvement with the project (stage, products, quotes, etc.)

Help you find and nurture leads

Lead management through Salesforce allows you to track your leads through the entire sales process from click to close. With Salesforce’s marketing automation tool, Pardot, you can create, deploy, and manage effective online campaigns in order to generate and qualify more leads.

Allow you to make insightful decisions

Salesforce allows you to maintain reports and dashboards that offer a real-time picture of your business at a glance. You can dig deeper with detailed reports that can be custom-built, and access your reports and dashboards anywhere, anytime. With Salesforce, sales forecasting is fast, easy, and accurate since you have a complete view of your entire pipeline and are able to take action where necessary.
“Why should I integrate my Salesforce CRM with my accounting/ERP system?”
There’s no denying the benefits of Salesforce as a tool for your business in and of itself. But, when connected with your accounting/ERP system, the result is an integrated business solution that can help your company grow and flourish.

A Salesforce-ERP integration solution will enable your business to further organize data and make it readily available for internal business processes and interaction with customers.

Salesforce-Integration-Map.JPG
This automation can be enabled for opportunities, accounts, products and purchase orders, resulting in one master record that is shared between systems, using inbound and outbound touchpoints.

Inbound Touchpoints

(data that moves from your accounting/ERP package into your Salesforce CRM application)

  • Orders
  • Opportunities
  • Customers

Outbound Touchpoints

(data that moves from Salesforce CRM application into your accounting/ERP package):

  • Invoices
  • Opportunities
  • Customers
  • Accounts & Contacts
  • Product Updates
The benefits speak for themselves:
  • Expedite the quote to cash process
  • Synchronize customer and product records
  • Eliminate manual data entry
  • Increase data consistency and accuracy
  • Provide quick responses to customer inquiries
  • Free up time and resources to focus on your business
The proof is in the pudding.
 We helped Allen Instruments connect their Sage 100 ERP system with Salesforce and empowered their team with a more efficient sales process. Learn all about the integration here.

Ready to get started with a Salesforce-ERP integration of your own? Find us on the Salesforce App Exchange:

 Connect my ERP to Salesforce: eBridge Connections integration