The main reason it is in your best interest to integrate your ERP application (which manages finance, inventory and receivables, etc.) with your CRM application (which manages relationships, support, upsells, etc.) is that it will significantly improve your ROI on both investments.
At a high level, CRM and ERP integration will eliminate any “swivel-chair” data entry, and as a result, will automate everyday business processes, increase the accuracy of your data and provide a better view into your customer base.
When considering what a lack of integration would do to your every day business processes, it makes sense to integrate your systems. For example, if you’re a manufacturer whose accounting functions are handled in your ERP application and your sales team currently tracks their opportunities and wins in the CRM system. Without having your systems integrated, these orders are manually entered into the ERP financials module, leaving room for errors.
Equation Technologies is a certified Sage partner and specializes in Sage 300 ERP and Sage CRM. For more information or for help integrating Sage 300 ERP and Sage CRM, contact Equation Technologies today.