Of the highest order, connected ERP like Great Plains (GP) and CRM systems like Salesforce provide empowerment. Business leaders make more informed, strategic decisions. Employees move faster. And, customers feel a sense of personalization that keeps them loyal. Beyond this, when you choose Microsoft Dynamics GP and CRM integration, you’ll reduce inconsistency, inefficiency, and information obscurity.
Integration directly translates to clarity among executives, staff, and clients. Once you free yourself from the tradition of separateness and tight constraints of multiple sources of corporate knowledge—new organizational abilities become clear. Let’s explore some of the major advantages and newfound capacities that integrating Great Plains and Salesforce can bring out of your company.
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Order, quote, and sell more accurately
Salesforce can communicate to Great Plains with customer information, and Great Plains can reply with inventory data. As a result of seeing all relevant information in one place—salespeople have better, more expedient access to the knowledge they need to estimate pricing (to current figures). They can also set clearer expectations with customers about lead or shipping times.
Those who order products and supplies can observe trends in the consumer data from Salesforce, helping them to place appropriate requests for new stock. And, your company can expect to boost ordering in response to the sales enablement that integration gives: everyone can see the chance to upsell with access to customer buying and engagement data.
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Understand your customers in great depth
For success, you aim to give customers the products and services that fill a hole in their lives, that solve their most urgent problems, and that contribute to a sense of satisfaction that goes beyond the transaction. Every team becomes more aligned with this mission when internal data within Microsoft GP and customer information inside Salesforce join up.
Seeing this cohesive picture of customer behavior and trends means sales teams can anticipate the needs of customers, contributing to a greater vision for all stakeholders. Leadership also sees the emerging traits of the customer base and shifts in business, making them more agile at choosing strategies of development and of marketing.
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Budget and forecast with sharp insight
Forecasts meet up with data on purchasing demands when financials and customer data are bridged and connected through integration. As a result, inventory excess is halted. Shortages are avoided, and delivery reaches new speeds. By more efficiently following buying trends, forging strategic plans, and setting essential budgets—you can boost satisfaction for customers, employees, and departments.
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Connect siloed departments and teams
The new connection between your CRM and ERP is more than a software decision. Instead, it symbolizes an invitation to bring departments into the fold, into a unified source of truth, and into alignment with business practices that create success. With integrated systems, they get a complete, real-time picture of operations, helping them to work more seamlessly together.
The central insight of your systems gets passed on and shared without unnecessary obstacles to access like manual data entry and human error. The difficulty of collaboration is eased when every team can see customer histories, service requests, purchase orders, and more. Integration introduces a rare opportunity to connect departments in addition to more seamless data entry and management.
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Impress customers and personalize experiences
While integration helps you understand your clients and customers—upselling and marketing more precisely—it also communicates and exudes an important message. Customers see when lines are crossed between departments and when service teams lack the correct information to assist them with speed and knowledge.
Rather, the full visibility of data is the missing piece to creating an environment of consistency and communicating seamlessness to the customer. It improves their experience of doing business with your company when each employee they interact with has the relevant, correct, and up-to-date information they need to satisfy the interaction.
Demonstrating this competence, correctness, and consistency can be as simple as more accurate and timely billing. A quick and accurate invoice shows that you’re a credible partner for the solution they seek. For some businesses, integration also opens up the possibility of self-service and automated invoicing, making the process even more advantageous and impressive.
Unlock Business Potential with RapidiOnline
Many businesses avoid integration. Some think the effort required doesn’t bring many important benefits. This might be true with many third-party integration solutions and in-house attempts, but truly beneficial integration can take place in hours and days rather than weeks and months. RapidiOnline uses streamlined implementation to fit your business with the slimmest possibility of interruption.
Now that you’ve seen the benefits of collective knowledge, better collaboration, and higher standards of satisfaction—use a preconfigured, template-based solution to integrate quickly. Learn about RapidiOnline.
