CRM System and ERP System Singapore Integration

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CRM Software and ERP System Singapore Integration Strengthens SG Businesses

 

idataFive. CRM. CRM Software. ERP System. Idata Five. ERP Software System. Customer Relationship Management System. CRM System. CRM System. Singapore. ERP System Singapore

 

 

Businesses often employ two systems to make sure business processes run efficiently – a Customer Relationship Management CRM software system and an Enterprise Resource Planning ERP Software system. CRM software and ERP System Singapore solutions to all businesses sizes.

A CRM software system deals with frontend information – managing valuable customer data and enriching it through interactions with marketing and customer support. This helps businesses understand prospects and clients, manage relationships and sales pipeline, and upsell and cross-sell products.

 

 

 

An ERP System Singapore handles critical backend information. This can include purchase history, billing and shipping details, accounting information, financial data, and supply chain management details.

Both Customer Relationship Management and Enterprise Resource Planning system independently offer substantial benefits to all businesses. Employing a powerful integration system allows for connectivity between the two, providing even more advantages to businesses.

The Integration Challenge

Generally, ERP System Singapore and CRM system tend to remain siloes as their contrasting architectures make it difficult to streamline integration. Those who try to create seamless connectivity between the two often turn to custom point-to-point integration. This method is fragile, expensive, and difficult to maintain. With point-to-point connections, a developer needs to manage connectivity and implement changes. Moreover, changes impact the entire system, leaving room for errors. These point-to-point integrations deliver a short-term solution, but become overly complicated as businesses grow.

Another method businesses resort to is “swivel chair” data entry. This method requires an individual to manually retrieve data from one system and enter it into another. Such a procedure is error-prone and takes an extensive amount of time and human resources. Some businesses simplify the task by employing data loaders, when working with CRM System Singapore offered by other vendor.

With two different systems unable to communicate with one another, it becomes nearly impossible to track all customer interactions and obtain information through one interface. Sales reps spend time jumping between applications to create a 360 degree view of their customers, slowing down sales processes.

As a lack of integration creates an inefficient workspace, businesses need a robust CRM andERP System Singapore solution in order to streamline their business processes.

idataFive Offers a CRM and ERP Solutions: this two solutions to help businesses integrate their CRM andERP System Singapore.

Sharing information and providing visibility into both frontend and backend systems increases productivity and simplifies business process. With CRM and ERP System Singapore integration, organizations can focus more on driving new business and less on the hassles of trying to make data available.

Furthermore, as many businesses are now employing cloud-based applications into their business process, integration of cloud services and applications is important. CloudHub, an integration platform as a service (iPaaS), provides seamless connectivity across the cloud. With any point Connectors as well as customizable integration apps, businesses can integrate applications quickly without having to worry about developing, maintaining, or supporting custom code.

idataFive makes it possible to integrate  CRM & ERP System. This allows business to automate processes and create seamless connectivity. Moreover, idataFive offers the tools to gain a clear view of customers, thereby making valuable data from bothERP System Singapore and CRM System Singapore available to the right people at the right time, all through a single interface. Learn how easy integration is by watching the webinar below, or visiting our website.

With idataFive, businesses can easily integrate their CRM System Singapore and ERP System Singapore.

Moreover, by employing CloudHub, they can create deeper connectivity and integrate. Seamless connectivity makes information easily accessible, thereby helping provide better customer insight. Businesses can automate business processes, boost productivity. idataFive provides flexible, scalable, and secure solutions for CRM andERP System Singapore integration.

Integrating your ERP and CRM System Singapore enterprise software systems may not seem like an essential item on your business’ to-do list, but the fact of the matter is that in today’s ever more competitive world of business technology, software integration is now a non-negotiable. By weaving together all of the particular processes of an Enterprise Resource Planning system with all of the customer-facing data and processes contained within your CRM, ERP System Singapore and CRM integration gives your business the unprecedented power of a 360-degree view of your clients.

A common question that we often come across when expounding on the benefits of both ERP and CRM: “Why do we need to integrate these two disparate systems anyway? Wouldn’t it just be easier to use these supplemental CRM System Singapore modules from an ERP System Singapore provider? While it may seem convenient to just take on a monolithic system from a single provider, that kind of solution is just not sustainable in the long-term. If you want to provide the best foundation for your business you need to buy from the best vendor for each aspect of your enterprise system. With software platform integration as flexible, cost-effective and easy-to-implement, there’s no longer any good reason to get subpar software for the sake of convenience.

See our take on the best of breed software debate.

So, now that we are all on the same page about the necessity of CRM System Singapore and ERP System Singapore integration (and finding the best applications for your business within both,) what are some of the most foundational ERP and CRM Integration best practices? Your integration project is going to be just as critical as the implementation of the very enterprise systems you are connecting, after all. In order to meet deadlines and expectations for your project, it’s key that you follow some basic ERP and CRM integration best practices. Read on for the breakdown, and begin building your own integration strategy today.

Get Your Homework Done

It should go without saying, but you’d be surprised at how many businesses simply assume that everything that they have developed and customized within their systems will work for go-live day. Those kind of assumptions can result in crippling failures and gaps in your integration platform before your employees ever really get to use it. Before you even think about booting up an integration platform, make sure that all of your test scripts have been properly run, and that you have specifically defined goals and success metrics before you run any tests.

 

Your data needs to be cleaned up and ready to go beforehand, as well. Duplicate, or just plain poor, data will do nothing good for you when it comes to integration crunch time.  Have specific members of your project team assigned to the task and making sure your information and data has been vetted properly before you mix it with that of another system’s.

 

However, homework shouldn’t just be for your project team either, you also need to make sure that every single employee is doing their part to train within and learn about the new integration platform. From hands-on learning within the office to assignments that will help them see the benefit of the project to their own functions, proper training is the fast-track to universal user adoption and just one of the crucial CRM and ERP System Singapore integration best practices you need to follow on the road to success!

 

Automate Your Integration Thoroughly

Some employees may believe that all you need for true ERP integration is a manual, scheduled data and process transfer between ERP System Singapore and the rest of your business systems. This mindset misses the true point of seamless (and automated) enterprise integration entirely. Set up your integration platform to automatically sync the data your business will need the most throughout your organization. There’s really no concrete template for your integration map here, you must complete a thorough model of your own business processes and then draw out a detailed picture of what data and processes will be shared which way, and when.

 

Take the time out now to automate all of these sync points so that you can rest easy with the knowledge that all of your staff will have the data they need, on hand, to truly focus on and excel at their job functions. If you are going for a pre-built integration platform, then ensure that the platform is actually automated. A lot of connectors on the market claim to be seamless and require no work on your end, but end up requiring you to import files daily just to transfer information between your CRM System Singapore and ERP — not so hands free after all.

Read our article on the most crucial CRM and ERP System Singapore data sync points.

Think down the Line

The best way to plan out the future of your software integration is to build a wide-ranging business case. Think about what you want your project to achieve for your business on its go-live date: the one-month mark, the year-end, etc. Setting specific, achievable and measurable goals will ensure that you can accurately track the success of your project against real numbers and real expectations. Smart planning and goal-setting is also the best way to avoid the much-dreaded scope creep—when top-level expectations for a software integration exceed beyond the actual goals (and budget) of the project. Scope creep will only result in employees disappointed in your ERP and CRM System Singapore integration and the perceived failure of the endeavour.

The best part of ERP and CRM software integration, particularly in the cloud, is just how scalable the practice is. Leverage this flexibility to help you plan out your interconnected business and software strategy for the long-term. When it comes to web-based integration platforms, enterprise integration can go far beyond just ERP System Singapore and CRM system. Human Resources Planning systems can all be integrated together through the cloud. Further integrations will only save you a headache (and more costs and delays) further down the road. An extensive, specific and long-range use case goes a long way to company-wide user adoption. This is one of the most crucial ERP and CRM System Singapore integration best practices.

Wrap Up

 The hard truth is that as a business, you cannot competitive if you don’t integrate your enterprise software systems. By connecting ERP System Singapore and CRM software, you can reinforce the strength of your back office with data from your operational and customer-facing programs and vice versa. Your ERP and CRM integration project should thus be treated with as much care and forethought as your implementation processes.

 

It’s impossible to overstate the importance of smart strategy and knowledge of your unique business processes when it comes to the success of the project. Following our ERP system and CRM software integration best practices will help ensure your project doesn’t falter. You can begin collecting all of the data you need to win as soon as your project’s go-live date.

3 KEY BENEFITS OF CRM System Singapore AND ERP INTEGRATION

Consider integrating your Enterprise Resource Planning (ERP SYSTEM) and customer relationship management (CRM software) systems. Doing so will help remove data silos in your organization and optimize operations to enhance efficiency.

Let’s take a look at three benefits of merging your ERP system and CRM software.

 

  1. A 360 degree view of your customer. How well do you know your customers? One of the biggest advantages of CRM software and ERP system is complete view of your customer. From prospect, to sales and support, to finance and accounting. Together these systems provide complete visibility into your customers’ needs, buying habits, order history, preferences, account standing, etc. Not only does this knowledge give you better insight into your customer base, it can help you build lasting relationships. It can even help you anticipate your customer’s needs before your customer does.

 

  1. Better access to critical information. A CRM software and ERP System Singapore solution that is fully integrated gives your employees the ability to access important information in real-time. Without it, your employees are less efficient. For example, when a customer contacts your call centre with a simple question about the status of an order, your call centre representative should not have to go into different systems to access that information or inquire with other employees. A fully integrated ERP and CRM system solution empowers your employees with access to the information. With the touch of a button, they can retrieve inventory levels, shipments, customer financials, order history, returns, payments, pricing, etc.

 

  1. Streamline business processes. In the past, without an integrated solution, many business processes were manual and time-consuming. However, a key benefit of CRM software is enhanced productivity. Additionally, an integrated solution cuts down on the amount of duplication of data entry tasks.

 

idataFive CRM software makes life easier.

Whether you are coming from something as simple as Excel or even a different CRM software; they change should be significant otherwise what was the point in changing? Here are some of the most important things to do and not do with a new CRM software.

  • Do customize fields to better fit your company’s data.

In fact, a CRM system vendor can do for a cheap price. The more you can tailor it to your process and fit your data in, the more effective it will be.

 

  • Don’t change layouts/dashboards

In addition, a number of problems can arise from changing whole layouts and dashboard. The CRM software have layouts set up in a way that does not need to be changed.

 

  • Let the Software company train administrative users.

Although it may cost extra, getting one on one or direct training from the CRM Software provider is always ideal. A lot of CRM Software providers also have free resources for training online that will cover basics.

 

  • Don’t get caught up in bells and whistles

A CRM System Singapore can be benefit to any business. Hence, do not let any of the basics suffer. In training or actual usage,  just to better utilize the bells and whistles. Hence, as the foundation are the bells and whistles as a structure on it.

 

Warehouse Management Systems (WMS)

If you’re in the market for warehouse and inventory management software, there are many vendor options. Some brand themselves as enterprise resource planning (ERP). So, what’s the difference?

 

This typically includes being able to track the movements of stock items (shipped, received, etc). WMS is often used in conjunction with other software solutions, such as a Customer Relationship Management (CRM System Singapore) solution. Due to its limited scope.

ERP is on a grander scale

Compared to WMS, ERP System Singapore is grandiose. Through enterprise resource planning software, manufacturers and distributors can take advantage of automation features. This reaches every aspect of the organization, including sales, accounting, customer service, inventory management. A key focus of high-performing ERP system solutions is the ability to have a centralized hub of information. For users across all departments to be able to access real-time data and communicate efficiently. While you’ll be getting a lot more features and functionalities for your business, it’s an investment on a larger scope.

Why idataFive ERP System Singapore

It’s no secret: we prefer (and sell) enterprise resource planning software. Here are a few reasons why:

  • Security and regulatory compliance – Ensure your valuable customer, financial, and order processing data is secure with built-in protections. In addition, most modern ERP system solutions help keep businesses within regulatory compliance.
  • Automation – Eliminating redundant processes and tasks. Beyond inventory and tracking segment of your business, can greatly increase productivity and efficiency.
  • Centralized Data – A centralized database of information will help bolster your business’s inter-departmental collaboration efforts.
  • Forecasting and Reporting – Easily create forecasts based on the vast data you’ll receive through your ERP solution’s numerous reporting tools.
  • Scalability – Structured ERP system provide the opportunity for businesses to add new users and functions as they grow.
  • And much more!

If you think an enterprise resource planning solution might be the right solution for your manufacturing or distribution company, contact us today! We look forward to providing more in-depth information and resources on the benefits of ERP System.

 

 

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