Salesforce ERP Integration: Benefits, Use Cases, and Things to Consider

One of the most amazing and helpful parts of Salesforce is its ability to get integrated with other technologies and platforms. Businesses that are already using Salesforce don’t face any difficulty even when they integrate it with other technology, and even if a business is a new user, they don’t face any challenge.

Among many Salesforce integrations, the one with the ERP platform is something that has been creating a buzz in the tech world.

The reason for its popularity is that it helps companies drive more ROI from their investments. After the Salesforce ERP integration, you can leverage the power of automation and focus on the core tasks while mitigating the chances of spending time doing repetitive tasks.

From invoices, payments to revenue information, Salesforce with ERP integration will streamline all financial transactions and bring greater collaboration and workflow efficiency into the equation.

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Why Should Businesses Go For Salesforce ERP Integration Services?

Salesforce is the harbinger of automation. Through the power of automation, businesses can avoid manual work and streamline work related to finance, invoices, and others. Teams do not have to re-enter customers’ data again and again because of automation. Here are a few reasons why a business should go for Salesforce ERP integration services:

Lead to Cash – Bring efficiency to your lead to invoice process by streamlining works like adding payments, adjustments, revenue reporting, etc. Businesses can easily send clients data to ERP for general ledger logging as well as the financial reporting system.

 

Lead to Invoice – After the integration of Salesforce and ERP systems, businesses can easily create invoice data from the quotes of CPQ and the order data. It will well-organize the invoicing process. It will become easy for a business to transfer data to ERP and easily manage accounts receivable, payments, and GL functions.

 

3rd Party Integrations – Businesses can easily get tax estimations, invoice calculation processes. It will be easy to generate tax line items and eSignature with proposals for automatic signature conversions. The facility for payment gateway integration will be something that manages bulk debit/credit payments data.

 

Revenue Recognition Reporting – You can easily configure different types of revenue recognition reporting and develop a well-organized revenue calculation process.

 

Advantages of Salesforce and ERP Integrations

Holistic Access

Data management is the biggest problem that a business faces. With Salesforce and ERP integration, it will be easy for a sales team to access the sales process and for finance to manage financial data in one place. Both the teams and other team members like C-Level executives, customer support, other employees, etc., can access required data in one place in a synchronized manner. 

Enhanced Communication

As all the data management is done in a holistic manner, it will lead to better collaboration and improved communication among the team members of different departments.

An employee from the finance department can communicate with the one from the Sales team on the basis of the data that resides in the Salesforce platform.

 

Businesses Get More Insightful Data

As all the data is available in the system. Teams can get processes, precise, and insightful reporting on the basis of the calculations. Employees will get all the detailed and relevant information at their fingertips and they can make smarter and rapid actions based on insightful reporting.

 

Prevent Substantial Errors

We have discussed above that Salesforce brings the power of automation. This will help businesses prevent the mistakes that occur because of manual entry. The data entry is automated and it will mitigate the chances of errors and data duplication.

Hire a Salesforce integration company and rest assured of an error-free ecosystem with clean and unique data. It will save time and the team can focus on core tasks.

 

No Code Work Automation

To set up workflows, there is no need for workflows. The users can develop the workflow with an easy use point and click process and move data, create processes, and automate data manipulation.

Here are a few things in which workflow automation will prove helpful for businesses after the Salesforce CRM and ERP integration services:

  • It will be easy for businesses to automate everyday tasks. 
  • Employees can focus more on important things.
  • Salesforce & ERP integration brings transparency to the process.
  • Finance dept. stay up to date on all unpaid invoices & ensure their deliverability on time.

 

Key Challenges That Might Come At The Time of Salesforce ERP Integration

Every process has some challenges. To overcome the challenges, it is advisable to hire a Salesforce consulting company with substantial experience and domain expertise that will prove helpful in streamlining the integration process.

Lack of IT Resources

Companies that go for Salesforce and ERP integration sometimes might experience a lack of IT resources and tools. This challenge leads to the slow implementation of the process.

 

Project Complexity

The process of the integration of Salesforce and ERP systems is quite complex and requires expertise and experience in on-premise ERPs, SaaS solutions, cloud applications, and integration tools, and that’s where some companies lack. It is advisable to hire such a Salesforce ERP integration partner that has domain expertise and experience.

 

Siloed Data & Inconsistency

In the absence of integrated systems, business often faces the problems of siloed and inconsistent data. Businesses need data standardization to overcome this challenge. 

 

Custom-Coded Integration

Many companies have a legacy system. They have a well-coded integrated system. To have new CRM & ERP integration in this scenario, companies will face problems and they lead to long run, however, custom coding, etc.

 

Conclusion

The integration between Salesforce CRM and an ERP system is a complex process. In this post, we have tried to discuss the benefits which businesses can get after the integration and we have also tried to discuss the possible challenges which a company can face.

To have a seamless experience, we suggest you hire an experienced Salesforce CRM and ERP integration partner. The certified Salesforce consultants will help you streamline the integration process and rapidly improve the efficiency.

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