CRM & ERP Systems

Understanding the difference and integration benefits between an ERP (Enterprise Resource Planning) & CRM (Customer Relationship Management) systems is crucial for businesses of all sizes. The two systems work in a similar manner, but deep down they both have very different functionalities. Both these systems are responsible to increase productivity and revenue flow of a company.

Understanding A CRM System:

At its true core, a CRM system is designed to store customer information and interactions. The data that is stored on a CRM software ensures everyone within the organization has access to it. As an example: if a salesperson found an important lead, they will add this information within their CRM software. Later, the Marketing Department can form unique email campaigns based on the customer interactions.
In a nutshell CRM software improves productivity and aids in enhancing the customer experience while improving sales for the company.

Understanding A ERP System:

An ERP software handles the inside business operations of a company. In simple words, they are designed to streamline business processes. An ERP system is integrated and implemented across various departments within the organization. An example can be: Managing inventory and shipping details of a particular order.

Due to an ERP system, an organization can offer a seamless pipeline where every department is in line with another. Any issues or updates in a project will notify all the people that will be concerned with that piece of information.

Why The Need Of An CRM & ERP System?

Both CRM and ERP systems are tailored to increase efficiency of an organization while improving the customer experience. Since every enterprise needs to enhance their customer relations, opting for a CRM system is a no-brainer. By making use of an ERP system, departments can understand all the updates happening around them in real-time. An integration among the ERP and CRM system will establish a single database; resulting in better and fast responses to any issue that may go out of hand.

Identifying best customers, tailoring customized campaigns and providing the Executives with a 360 degree view of the workflow are just some of the benefits one can avail with an integration.

So without further ado, ERP Buddies Inc. wants to help businesses outline 5 most crucial factors of a CRM & ERP system, that would take their business to the next level.

TOP 5 Benefits Of A CRM & ERP System:

1. Transparency within the customer experience.
Many businesses struggle to understand their customers, and often end up sending huge bucks with little to no results. One of the biggest advantage of an integration is that it would allow brands to develop a full transparent view of their customers. It can help organizations recognize potential growth and strengthen customer loyalty by catering to their needs in specific. When updates will be visible, the organization can tweak preferences to enhance the ultimate customer experience.

2. Access to crucial information at all times.
If your business runs 2 different data systems, employees tend to run into errors like: data duplication, lack of reliability and so on…
When brands have a single database, they tend to run much more efficiently while eliminating the extra man-hours spend on updating 2 different systems.
As an example – Every salesman can have access to the whole customer journey, inventory and shipping information. Due to this, the salesman will be prepared to tackle any questions that may arise. Ultimately improving the customer experience and closing the deal.

3. Boosted efficiency:
Having access to customer information is crucial to close deals. With an integration between CRM and ERP system, individuals can compare products, prices and interactions to tailor the next meeting.
With proper integration, every department will be able to find crucial information quickly, leading to a better established system and improved efficiency.

4. Reduced IT & Training payload
Organizations often end up spending more than thousands of dollars in order to just create training modules for their data systems.
If a brand has multiple data systems, they need to spend resources on training employees to efficiently use the both. If the brand has an integration in place, they only need to focus on training employees to use the integration. This results in less money being spend on the training and IT management.
No matter which system you choose, organizations have to spend money to train their employees on using the new software.

5. No more manual data entry processes
With an integration, CRM data can be found on the ERP system which helps reducing manual data entry while using a single software only!
This integration ensures that every kind of data that is being inputted, becomes readily accessible to everyone else while eliminating the need to rewrite the same data for multiple systems.
Eliminating manual data entry processes helps to reduce human error and withhold data integrity and will lead to a boost in productivity as employees can spend time on what is necessary.


Whether you’re a distributing business or manufacturing, an integration between the CRM and ERP system will help at all levels. ERP Buddies Inc. specializes in providing customized ERP & CRM solutions to our clients in the most effective way.
Contact us today or take our FREE ASSESSMENT so our Expert Consultants can help provide recommendations for your business.