A requirement to integrate customer relationship management (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now.
Solving the Challenges of ERP/CRM Integration
One of the major issues with integrating CRM and ERP systems in years past has been the need to use complex coding and connectors, which can break when you upgrade your system amongst other problems. This puts you back at square one where you most certainly don’t want to be.
However, you also don’t want your ERP and CRM systems operating independently of each other. Not only is your data stuck, your processes, people and customers are stuck too. You’re operating in silos and that means manual processes, poor visibility and, ultimately, lost profit.
Integrating CRM with ERP streamlines and centralizes operations throughout your entire customer journey—from prospect to cash. Instead of being all over the map, you have a seamless flow of information and workflows between systems. You can go from disconnected silos to this…
So, how do you get there? Please join us on Tuesday, March 28, for a webinar where we’ll walk through how Microsoft Dynamics 365 and BKD are solving the challenges of integrating CRM and ERP.
CRM/ERP Integration – Breaking down the Silos of Workflow in Dynamics 365
Presenters: Woody Davis, Business Development & Josh Pelkola, Managing Consultant
As part of the webinar, we introduced new ways to help you achieve integration success without the risks and issues of the past, including:
- Microsoft Dynamics 365. Microsoft has removed many of the integration barriers between CRM and ERP with the introduction of Dynamics 365 and Common Data Model. This new structure already includes seamless integration between applications for sales, customer service, operations, financials, field service and professional services automation. Through this cloud-based solution, standalone systems have been transformed into one connected business management solution. We’ll highlight the new architecture and functionality behind Dynamics 365 and what it means for businesses.
- BKD’s Code-Lite and Codeless CRM Integration. When you need an advanced integration solution perhaps to connect CRM to other ERP systems or data sources, our integration experts can use data integration tools and connectors. This greatly reduces the risk of your integration breaking down the road and opens the door to new ways you can connect your data, people and technology. We’ll highlight a few of the advantages of data integration methods.