ERP and CRM integration

Integrating an ERP system with a CRM software helps remove data silos in an organisation and optimises customer relationships to enhance profitability. A CRM-integrated ERP system offers a host of benefits to companies.

Order to Collection

An ERP system integrated with a CRM system typically means a new customer being created in the CRM module and the same will be added in the ERP software. Once this is done, the salesman can take orders from the end customer on a tablet and later sync the same with an ERP software. During this process the CRM system transfers data to the ERP system to create Sales Order, Sales Invoice, Delivery Note and sends back the invoice and other details to the CRM system. Similarly, when the salesman collects payments from the customer against invoices, the same gets synced to the ERP system and it creates the Receipt Vouchers and matches them against the invoices.

Integration with Dispatch System

Some companies opt for a model wherein sales and dispatch is done by different companies that have a large logistics network. The logistics company sends the daily sales transaction to the ERP system, wherein based on this data the sales and delivery notes are created in the system and it sends back the invoice details to them.

Integration with Warehouse Management System (WMS)

In a typical warehouse integration, when an order is created in the ERP system, the same is sent to the WMS system where the user receives the goods. The system then allocates the positions of the items based on the rule criteria and sends the receipt information to the ERP system, which further creates a receipt. Similarly, in case of any issue of transactions the WMS will issue the stock from the system.