Signs Your Microsoft ERP Needs CRM Integration

Does this sound familiar?

  1. So much of your time is wasted in unnecessary meetings and emails.
  2. Vital data about customer relations — like sales opportunities or customer payments — are siloed in different systems that are accessed separately by finance, sales, and other departments.
  3. Communication barriers force you to check in over and over.
  4. Even then, you still can’t get a common understanding of the data on your sales pipeline, payment status, and more.
  5. So you have to have even more meetings and emails.
If you said yes to any of those points, integration could help you reduce your risks and frustration.

You may be using GP, NAV, AX, or Finance & Operations. You may even have  Microsoft Dynamics 365 CRM already. In all those cases, integrating your ERP and your CRM – or optimizing the integration you have — can offer simple, secure access for everyone in your company to the data they need.

That solves many common problems, like these:

 Problem: Sales is engaged in a sales cycle with a current client, but can't see if there are any AR issues. Meanwhile, finance has trouble managing client updates with sales so they can address issues during the sales process.
Solution: Make each client’s payment status visible to the sales team, giving them a view into overdue payment alerts. Sales can then set the current sales cycle on hold and devote time to investigation or hand the issue over to an account manager.

Problem: Finance has no visibility into the sales pipeline for forecasting. They also don't know what projects are on the horizon in order to focus their AR efforts more wisely.
Solution: Integration between your gives finance easy access to sales dashboards outlining anticipated revenue and the clients associated to it.

Problem: Sales needs one set of data as they engage in more opportunities with current customers, but finance needs another set to manage billing. Multiple data locations are leading to confusion, duplicates, and errors.
Solution: Having one point of data entry at either end leads to both systems being updated, removing the increased likelihood of mistakes. This allows both departments to keep their necessary data all in the same record.

We could write out more examples, but a chat would be faster. To talk with our experts, just fill out the contact form below. In a free discovery session (up to 1 hour) with one of our experts, you can determine how best to use integration between finance and sales systems to improve your work life.