CRM and ERP Integration – Challenges and Solution


When your aim is to drive business forward and increase profits, you simply cannot afford to use separate systems to manage your CRM and ERP data. Using disparate systems means a lot of time is spent on manual data entry from one system to another, which can have a negative impact on your team’s productivity.

CRM is mainly involved in storing front-end information that includes keeping a track of sales and customer interactions, prospects etc. On the other hand, ERP systems deal with back-end information that includes accounting data, billing and shipping address etc. If all this information is easily accessible available in one integrated system, it can definitely help to make your business processes more efficient and productive.

CRM and ERP Integration

Point-to-point integration is considered to be an easy form of integration. However, when you want to make changes in the two applications that are connected via this integration architecture, things get complicated and soon become an IT maintenance headache. For instance, implementing scalability changes in both the applications is no easy job. With point-to-point integration failing in terms of flexibility, it is not a recommended solution for CRM integration with ERP. So for a growing business, this integration architecture is never a good option.

CRM  and ERP integration via iPaaS is one of the latest technology trends found to be extremely flexible and scalable. iPaaS that stands for integration platform as a service is a cloud integration solution for connecting software applications that are deployed in both on-premise and cloud environment.

The main feature of iPaaS is the speed and simplicity with which it can achieve integrations among different systems. It is a multi-tenant platform that ensures connectivity between cloud-to-cloud, on-premise-to-premise and even cloud-to-on-premise. So using iPaaS will ensure quick, easy and secure integration of CRM and ERP applications and allow seamless flow of data between systems.


How to do Prospects Research Before the First Sales Call

How to do Prospects Research Before the First Sales Call


Top 3 B2B Ecommerce Myths Debunked


Every B2B Customer does not have the same Pricing. An Ecommerce platform is not capable of managing such varied pricing structure.

Yes, it is a fact that every B2B customer has specific pricing. This is one of the major concerns expressed by many B2B companies. So you may feel that handling B2B customers can get complicated. However, there are ecommerce solutions that are specifically designed for B2B environment. A sophisticated B2B ecommerce platform can handle some of the most complex pricing strategies of varied customers. So whenever a B2B customer logs in, you can configure the store in such a way that only the pre-approved products and pricing are visible to that customer. All in all, if you choose the right ecommerce platform, dealing with B2B customers will become a breeze.

I don’t deal with B2B customers. Why should I use B2B Ecommerce platform?

There are quite a few companies that unknowingly deal with B2B customers, yet say that they don’t require B2B ecommerce. Educational institutes and corporates are not the only ones that fall under B2B customer group. If your customer segment includes wholesalers or even suppliers, it means you are doing B2B business. So when you are selling to both B2C and B2B customers, you need to segment your site into sections that correspond with different groups of people who will be accessing the site. Many organizations use B2B ecommerce solutions to create a separate homage for each B2B customer. This type of personalization can work wonders to increase B2B sales and overall revenue.

I sell my products through multiple channels. Can using B2B ecommerce platform benefit me in such circumstances?

If you are targeting customers on various channels, it is time to use a multi-channel ecommerce platform. Multi-channel ecommerce will allow you to sell your webstore products across different channels including marketplaces (Amazon, eBay etc) or on social stores (Facebook, Twitter etc.). It is a single integrated platform that enables you to engage with customers no matter what the channel, which in turn will help to maximize sales.


What is a Web Quotation Software and Explain its Benefits


Sales reps who are always on the run and seeking an easy way to manage their quoting activity should use a Web quotations software. As the name suggests, it is essentially a cloud-based tool, which means all you need is an Internet connection in order to access and operate it. Although an on-premise quoting tool speeds up your sales process, it does not give the flexibility that cloud-based quoting software offers.

Cloud-based quoting tools, enable you to manage your quoting work effortlessly and from anywhere. So whether you want to create or send quotes, your quoting activity is no longer limited to office walls or office hours. Moreover, unlike on-premise devices, you don’t have to build and maintain your own infrastructure. Hence, running business using a web-based quoting platform is far simpler.

A web quotation software, also referred to as an Online sales quoting software gives you the opportunity to use any device for your quoting-related activity. Whether you want to browse your catalog to add products in the quote or wish to add ‘Terms and Conditions’ to the quote, you can easily do it from any device that is connected to the Internet.

These online sales quoting tools make your quoting process device independent. This is one of the biggest advantages of using these web-based tools. You can use your smartphones and even tablets to handle some of the most complex of quotes. Create quotes with ease while you are sitting next to your customers.

This ability to quote from anywhere and at anytime means your team can save time and close deals faster, thereby substantially improving the productivity of your overall business. So one can definitely say that these online software tools are a game changer for your sales team. Your customers too can approve and confirm the quote online, thereby eliminating the need to manually fax to confirm the deal.


How to Choose Right CRM Software for Your VAR Business

How to Choose Right CRM Software for Your VAR Business


What is a PunchOut Catalog?

What is a PunchOut Catalog?