Transform the Way You Do Business with a Unified Platform for ERP and CRM

Are you looking to increase your company’s annual revenue through the implementation of ERP and CRM? Look no further. With a single unified platform you can break down the classic delineation between ERP and CRM to deliver a cohesive user experience across different business applications. Read on to learn more.

Mnet 193423 Indusa Unified Erp 784x392
Transform the Way You Do Business with a Unified Platform for ERP and CRM Are you looking to increase your company’s annual revenue through the implementation of ERP and CRM? Look no further. With a single unified platform you can break down the classic delineation between ERP and CRM to deliver a cohesive user experience across different business applications. Read on to learn more. Contents 3 4 5 6 9 9 | Executive Summary | Overview | Benefits | Business Case | The Magic of Unifying ERP and CRM 2 | Create a Customer-Centric Environment Executive Summary ike coffee and donuts, cookies and milk, some things are good by themselves, but so much better when they’re matched together. Did you know that by integrating disparate systems, businesses enjoy an 88% greater year-over-year increase in annual company revenue? While ERP systems integrate back-end functions like production, finance, and delivery into a unified software application, CRM systems bring together various front-end, customer-facing functions. By embracing a unified platform, your business applications can work together seamlessly across ERP and CRM and you can manage specific business processes in a single platform. You can enjoy numerous benefits at cloud speed like increased efficiency, improved collaboration, and enhanced visibility that can further augment productivity. In this ebook, we dive into an overview of a single platform for ERP and CRM, and discuss why you need it for business growth along with the benefits that can be realized from this dynamic duo. L 3 Overview veryone is looking to expand their top-line revenues while optimizing their operations to enhance efficiency and reduce operational costs; most IT leaders and CFOs look toward IT to reach this goal. Why? Because you can instantly gain access to real-time information that fuels business growth, improves collaboration, and enhances employee productivity and satisfaction. What does your ERP do? It aligns distinct functions such as purchasing, production, inventory, finance, accounting, and HR into one single cohesive system offering real-time views and control of financial information and efficient project accounting and budgeting. The outcome? Better management of finances and improved business decisions. You will also enjoy the benefits of superior supply-chain visibility, streamlined logistics, effective inventory monitoring and task scheduling resulting in enhanced inventory and logistics management. The effects can be mind-blowing! E 4 Then you look at your CRM system, which provides insight into marketing, sales, and customer service functions, enabling better channel management and client relationships. Such insights help you in understanding customer buying behavior, trends and preferences, enabling you to deepen customer relationships and effectively take care of the sales pipeline. Moreover, automated analytics and reporting aids you in having end-to-end visibility and control of customers, facilitating superior customer service. How about having just one application that provides a seamless experience across applications and devices, so you can start with what you need and easily adapt as your needs change in future? The Magic of Unification et’s imagine the following scenario, a sales team that lacks access to the ERP data, so they aren’t able to track order production or fulfillment. This leads to sales professionals spending more time sending data back and forth between applications and departments since they lack a 360º view of customers, decelerating the sales processes. This compels the decision to employ a robust unified ERP and CRM solution to streamline business processes, in order to have sufficient control over forecasting and sales reporting, and to effectively track customer interactions. What would you consider most important to any and every business? Connecting different business silos and making better use of resources may be a key objective of most enterprise systems, but improving customer experience lies at the heart of every business. 5 L Empowering customers and providing them with more information leads to an increase in revenue and a reduction in costs, while at the same time meeting their every precise need and want. A truly customer-centric business becomes a reality when it has an ERP and CRM platform that supports top notch business processes. It provides greater control over your operations and finances, while delivering the insight you need to improve and maintain customer relationships. You will certainly experience improved productivity, reduced IT costs, lower total cost of ownership, and able to position your business for growth. Benefits xperience has shown that ERP and CRM systems independently offer substantial benefits to businesses. However, when you have two that communicate and work together, there are additional advantages like higher visibility into business functions, enhanced sales lifecycle management, and improved collaboration and communication. A single organizational-wide view of processes and profitability assists in maximizing shareholder value and enables you to: 1. Strengthen Business: Seamless access and distribution of information between frontend and backend systems along with improved visibility into business functions allows for simplified business processes. Various integration tools and connectors like Azure logic app help integrate disparate systems, without having to develop, maintain or manage complex code. With ERP and CRM communicating in unison, you can develop automated workflows that span across applications, enabling efficient processing of orders. E 6 Additionally, with timely access to information, you can deliver products rapidly and satisfy customers through superior customer service, maximizing performance and improving bottom line results. 2. Get a 360º View of Processes: Synchronization of data assists in automation of processes and creation of seamless connectivity between ERP and CRM systems. With a unified ERP and CRM, you can get deep insight into processes, and create a single, 360-degree view of organizational and departmental profitability. Functional integration and a comprehensive view of how processes affect overall performance can be crucial for long-term success. 3. Eliminate Duplication of Data Entry: With a unified ERP and CRM system, you can centralize your accounts and contacts as quotes and orders need to be created only once in a single system. The information is captured at once and distributed to all the relevant departments through the system. Your employees can reduce work and data duplication and improve inter-departmental communication through efficient collaboration and information sharing. This way you can eliminate errors, and save substantial administrative costs. 4. Improve Employee Productivity: The absence of an integrated or unified solution makes business processes complex, costly, and time-consuming, compelling employees to spend a lot of time entering, fetching, and sharing data. A unified solution, on the other hand, streamlines business processes, automates workflows, and enhances employee productivity. With a single interface, your front and back office employees can get access to the most accurate and up-to-date information, enabling them to convert data into actionable insights. 5. Get a Holistic View of Customers: Only 35% of companies currently have a unified view of customer data, which hampers business productivity in the long run. By using a unified ERP and CRM application, you can get a holistic view of your customers and make efficient, data-driven decisions to meet distinct needs, 7 in addition to understanding their buying behavior, order history, and preferences. This knowledge not only aids in understanding customers better, but also helps build lasting relationships with them that help determine the potential for future growth. 6. Enable Superior Future Visibility: ERP and CRM unification makes various technological and departmental silos work hand-in-hand, helping you anticipate and forecast customer demand and accordingly devise strategies to meet that demand. It provides a good foundation to build future roadmaps, by giving an insight into your supply chain and inventory levels, enabling you to build and manage strong relationships with channel partners. Organizations with customer- centric ERP are 70% more likely to be able to plan and forecast demand. 7. Boost Sales: While ERP systems store company’s finance and accounting details, CRM systems store customers’ buying behavior and marketing trends. By merging these two sources of customer data, you can offer personalized products and offers and eventually boost sales. Having information that spans across finance, operations, and sales allows you to direct marketing costs to your most valuable customers and prospects. Additionally, you can reduce customer care costs by 12.1% annually and pave the way for increased profitability. 8. Offer Improved Access to Critical Information: A fully unified ERP and CRM solution lets your employees have access to critical information in real-time that fuels performance. With a simple touch of a button, employees can instantly retrieve information related to order history, customer financials, shipments, inventory levels, payment schedules, and more. Quick access to important information that they need, exactly when they need it, will empower your employees to work more efficiently. 8 Create a Customer- Centric Environment usinesses today are incorporating ERP and CRM systems and making the most of the distinct advantages they offer. By adopting an application which integrates the two systems, you can make information easily available across the enterprise and reap substantial benefits. A customer-centric approach is a key enabler that provides a timely and seamless view of customer interaction history across all channels, facilitating the delivery of personalized and consistent messages. Do you know, organizations with customer-centric ERP enjoy an 83% customer satisfaction rate on average? Improved visibility into customer data boosts productivity and improves time to market. Optimizing the business process as a whole, rather than in individual silos, is the cornerstone of a successful integration project through which you can support end-to-end business processes and create a truly customer-centric environment. 9 B Business Case: Building materials product manufacturer automates business processes by implementing Dynamics 365 Business Needs: The manufacturer required a solution that could automate business processes, handling everything from marketing to service, and streamline and standardize the workflows associated with sales and installation. Game Changing Solution: After exploring several options, the manufacturer decided that Microsoft Dynamics 365 (CRM Online) was an ideal fit for their needs. Implementing Dynamics 365 at their organization, would allow them to integrate CRM with their already existing Dynamics AX solution. An easy-to-use, mobile-ready business management portal was built with various modules like sales, marketing, and field service. The system was also integrated with their website. Getting Results: The Dynamics CRM and Dynamics AX ERP integration provides the manufacturer a single repository for all their business and customer information. Increased visibility using the combined systems allows them to interpret customer buying preferences, patterns (CRM), and payment history (Dynamics AX). T: +1-630-424-1800 | +91-79-6682 4700 W: About Indusa For global midmarket organizations, Indusa is an innovative technology partner that provides end-to-end enterprise software solutions and services to deliver business results: improve productivity, increase efficiency, and reduce costs. With offices in the United States and Asia Pacific, Indusa has a global team of experts to deliver transformative technology solutions to meet all of the needs of our clients from consulting to maintenance, in our core practices – Microsoft Dynamics 365 (AX ERP, CRM), Cloud, BI and Predictive Analytics, SharePoint, Enterprise Mobility, QA/Testing, Office 365 + Project Pro, and Custom Application Management. Quick Facts • Established in 1989: over 28 years of experience • Headquartered near Chicago, USA with delivery centers in India • Anyshore: onsite, offsite, offshore, blended. You call the shots. • Operate globally; served 500+ clients in over 14 countries • Implemented 1500+ successful projects • Over 90% of team (250+) working on Microsoft-related technology projects are certified • Deep midmarket expertise • Microsoft partner with 14 gold and silver competencies