Processing the data in an integrated fashion can promote improvement of business performance. To achieve such an integration, you have to map data points that belong to specific business processes to the relevant databases. Carrying out this analysis in a systematic fashion lets you plan for the level of integration you want and select the technology to achieve it.
Store Your Data Where You Need It: Production staff use ERP systems for planning. While your integration can give employees broader access to data, it is more efficient to store it in the system where it is most needed while limiting data duplication as much as possible.
Mapping Order Processing: An important point of integration is in order processing. When you integrate the process, you map the required data between the CRM and ERP systems. For example, the order entry employee might see a form populated with customer and order information from the CRM system and with information on inventory and production scheduling from the ERP system. The employee can schedule production and obtain a planned shipping date. When he submits the form, the details of the order are passed to the ERP database.
Data for Shipping and Invoicing: For simple processes where employee intervention is not required, you can automate the transfer of data. While the mapping, consisting of identifying the information to be transferred, is the most important part of the integration, you can avoid data duplication by transferring the location where the data is stored rather than the actual data.
Customer Service Records: You can carry out such mapping of data for other business processes in your company. For example, information on customer service is vital for ERP. information, such as warranty claims, defective product reports and customer complaints, are mapped to the ERP system. ERP has access to product-related information for quality assurance and continuous improvement. purposes. CRM stores customer-specific information.
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