Integrating ERP and CRM: Bridging platforms to extend your investment
WHITE PAPER |
Many companies utilize customer relationship management (CRM) and enterprise resource planning (ERP) systems to manage business operations. However, all too often, the two platforms are not properly integrated, and the true value of technology investments is not realized. Allowing the processes to drive integration increases efficiency and productivity across the organization, and presents new business opportunities.
Both CRM and ERP have defined tasks that they inherently perform well. The best practice is using CRM as a master data source for marketing and sales activities, with ERP becoming integrated for financial transactions. However, each business is different, and an integration approach must be developed that aligns with your unique processes. Read our white paper to learn how to join the two systems and determine which platform should own critical tasks within your organization.