But in this article, we want to focus how Sage CRM works together with your Sage ERP system to help you understand why companies are increasingly prioritizing an integrated approach to CRM and ERP.
Visibility: One Version of the Truth
When you combine Sage CRM with Sage ERP, you have a single source for all customer data and transactions from contact details, shipments, and credit history to quotes, orders, and customer service requests. So whether someone from sales, accounting, or operations pulls up a customer record, they see one version of the truth.
Sales or customer service can also check things like order status, credit history, or inventory availability while they are talking with the customer in real-time. No need to make the customer wait until accounting has a chance to run a report.
No More Duplicate Data Entry
When a sales person enters a quote or order in Sage CRM, the data is automatically transferred into Sage ERP. Accounting no longer has to re-enter the same order data from hand-written notes or printed reports from sales.
Sales and accounting can both enter transactions or change customer records and have the data update system-wide without duplicate data entry or ever leaving the familiarity of their respective Sage CRM or Sage ERP systems.
Data Integrity and Consistency
Integrated CRM and ERP eliminates that problem so you no longer waste time reconciling reports, tying out balances, and piecing things together. Integrated CRM and ERP provides consolidated reports and a 360 degree view of your business that’s accurate and reliable.
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