Unlock the Power of Salesforce and ERP Integration

Salesforce is known worldwide for its unmatched capabilities as a CRM platform. But when integrated with an ERP system, the potential multiplies. Together, they create a cohesive environment where workflows are streamlined, financial processes are optimized, decision-making is enhanced, and customer relationships are improved—all within one unified system.

However, you might have questions like: How does ERP integration with Salesforce work? or What are the benefits of this integration?

Let’s jump in and answer all your questions!

What is ERP and Its Benefits?

ERP (Enterprise Resource Planning) is software that integrates multiple business functions into a single platform. It enables you to manage key processes like human resources, accounting, sales, inventory, compliance, and order management.

What makes ERP systems unique is the shared database that gives all employees access to the same real-time information across departments. While different from a CRM platform, ERP can be integrated with Salesforce to further boost business efficiency and productivity.

Key benefits of an ERP system include:

• Higher productivity
• Enhanced collaboration
• Improved business insights
• Better financial compliance
• Accelerated reporting
• Lower risk
• Increased agility
• Simplified IT

How Do Salesforce and ERP Work Together?

Salesforce focuses on managing customer relationships, sales, marketing, and service operations. In contrast, ERP systems handle core business processes like finance, human resources, and supply chain management.

When Salesforce and ERP are integrated, they create a seamless data flow between both systems. This integration synchronizes key data, like transactions and customer information, providing unified visibility across departments. It enhances efficiency and delivers better customer experiences by offering personalized services.

Why Integrate Your ERP with Salesforce?

While Salesforce helps manage customer relationships, integrating it with an ERP system offers additional advantages:

• Improved Efficiency: Automation between Salesforce and ERP eliminates the need for manual data entry, improving overall productivity.
• End-to-End Business Visibility: Gain comprehensive insight into customer data and financials, empowering informed decision-making.
• Reduced Data Duplication: Integration minimizes inaccuracies and data duplication, ensuring consistent and up-to-date information.
• Faster Sales Approvals: Real-time data helps streamline the sales approval process.
• Enhanced Collaboration: Teams gain quick access to customer data, leading to improved service delivery.
• Accurate Reporting & Forecasting: With data centralized, reporting becomes faster and more accurate, supporting continuous business growth.
• Lower IT Costs: Managing multiple systems can be costly. Integration creates a unified platform, reducing IT and operational costs.

Types of Salesforce – ERP Integrations

There are various ways to integrate Salesforce with an ERP, depending on your business needs:

• Point-to-Point Integration: A direct custom connection between Salesforce and the ERP.
• Native Integration: Uses pre-built integration templates from either Salesforce or the ERP vendor.
• iPaaS: A cloud-based solution from a third-party provider that connects Salesforce with the ERP.
• Manual Integration: Data is manually imported and exported between the systems.

Choosing the Right ERP to Integrate with Salesforce

Not sure which ERP system is right for your Salesforce integration? Consider the following factors:

1. Understand Your Integration Needs: Determine whether you need basic data exchange or comprehensive real-time integration.
2. Evaluate ERP Options: Decide between standalone ERPs, which offer broader choices, or Salesforce-native ERPs, which provide seamless integration but may come at a higher cost.
3. Prioritize Integration Capabilities: Focus on the specific features and functionalities your business needs.
4. Future-Proof Your Choice: Select an ERP that can scale with your business, handling increased data, users, and functionalities.

ERP Systems Compatible with Salesforce

Salesforce’s flexibility allows it to integrate with most ERP systems, including Sage Intacct, Sage X3, Sage 300, Sage 100, Sage 50 US, and Acumatica, among others. This flexibility ensures you can find the right ERP for your business operations.

Key Functionalities with Salesforce – ERP Integration

Here are some essential features you can expect from Salesforce and ERP integration:

• Quotes/Orders Synchronization
• Real-Time Inventory Management
• Centralized Data System
• Salesperson Mapping
• Sales Order Promotion
• Accurate Reporting & Dashboards

Best Practices for Seamless Integration

To ensure a smooth Salesforce and ERP integration, follow these best practices:

• Data Preparation: Cleanse and standardize data in both systems to ensure accuracy.
• Define Workflows: Establish the scope of integration, including key processes and data elements.
• Testing & Validation: Test integration workflows and involve end-users to validate functionality.
• Monitoring & Maintenance: Set up monitoring systems to track data synchronization and plan for regular updates.

Conclusion

Integrating an ERP system with Salesforce CRM can transform your business by unlocking new levels of productivity, efficiency, and growth. As your integration partner, Tectonic offers expertise in Salesforce and third-party ERP systems.

Ready to streamline your operations and boost performance? Contact us today to start your ERP-Salesforce integration journey!