Importance of connecting CRM with ERP


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These are the slides from the webinar organized by InSync Solutions (APPSeCONNECT) in partnership with Zoho.

Here we covered the topic: why CRM used in an organization should be connected with the back office ERP system.

ERP and CRM are used widely across all industry verticals and became inevitable tool in todays business. Each organization is having a large number of Sales and Support resources to provide Pre Sales, Sales, Customer Service and Support.

CRM is the application to automate these business processes. On the other hand ERP is used mainly by Backoffice users for a wide variety of business process management, such as Purchase, Sales, Production, Accounting, Payroll, Sales Forecasting, Production Planning, Inventory Management, Order Processing & Shipment, etc.

Go through the slides to learn more

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Importance of connecting CRM with ERP

  1. 1. Importance of connecting CRM with ERP WEBINAR PRESENTED BY
  2. 2. ERP & CRM – Inevitable for any Business • ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) are two most important Enterprise Business Applications now-a-days for any organization. • CRM is commonly used for Sales Employee Channel, an ideal tool mainly used for Sales Force Automation, Marketing and Support. • ERP is the most commonly used Back Office System, an effective application for Purchase, Sales, Production, Accounting, Payroll, Sales Forecasting, Production Planning, Inventory Management, Order Processing & Shipment and other back office activities.
  3. 3. • CRM is the prime channel for Data Input, Leads, Accounts/Contacts, Opportunities, Quotations, Orders. • ERP is the back end application for Data Processing, storing leads, sales forecasting, Planning Production/Purchase, Planning Delivery/Shipment, Showing important accounting reports such as Balance Sheet, P/L Statement, etc. ERP & CRM – Inevitable for any Business
  4. 4. Problems if CRM & ERP not in sync • Delay, Error, Cost in entering CRM Data (Leads, Accounts, Quotation, Order, etc.) into ERP. • Big gap in interdepartmental communication, Sales employees are not connected to back office and vice versa. • Improper inventory allocation and sales forecasting. • Updated data in CRM, outdated in ERP or vice versa.
  5. 5. All these problems can happen in any business and obviously these are fatal and costly to recover • Increased Order Processing Time • Sales Reps –Back Office Gap • Wrong Sales Forecasting • Outdated Information Problems if CRM & ERP not in sync
  6. 6. • Connecting CRM with ERP and exchanging data in real time and bi directionally. • Leads, Accounts, Contacts, Opportunity, Quotation, Order entered by sales team members in CRM instantly transferred to ERP system. • Lead Conversion in CRM is also reflected in ERP in real time. • Existing ERP Company à Contacts can be synced to CRM as Accounts/Contacts. • Product Price Updates, Price Lists will be transferred instantly to CRM, Sales Employees can always see the most updated Product Data. • Any much more…… Solution – APPSeCONNECT Integration
  7. 7. Zoho CRM – An Ideal CRM System for SMEs • Zoho CRM is a cloud based CRM system offered by Zoho CORP, used worldwide by thousands of SMEs. • Zoho CRM provides a 360 Degree view of complete Sales Cycle and Pipeline. • Easy to use U/I, effective features to manage Leads, Accounts, Contacts, Opportunities, Marketing and Workflow Automation. • Role based security, Reports and Dashboards for each role, Social CRM, easy configuration and customization. • Mobile app access for iOS and Android, Card Scanner. • Above all Scalability as business grows and affordability for an SME.
  8. 8. • APPSeCONNECT Integration between: • Zoho CRM with SAP Business One ERP • Zoho CRM with MS Dynamics NAV ERP • Live Demo: • Zoho CRM and SAP Business One Integration APPSeCONNECT and ZOHO CRM Integration
  9. 9. Questions We are happy to answer your questions! For more details about Zoho CRM please visit For more details about APPSeCONNECT, visit /appseconnect /company/insync
  10. 10. Thank you We will share the recorded webinar with you soon! For more such webinars, visit: