A requirement to integrate CRM and 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 can also 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 system and CRM system operating independently of each other. Not only is your data stuck, your processes, your people and your customers are stuck too. You are 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 experts are solving the challenges of integrating CRM and ERP.
CRM/ERP Integration – Breaking down the Silos of Workflow in Dynamics 365
Tuesday, March 28, 2017 | 10:00 a.m. CST
Presenter: Woody Davis, Business Development
As part of the webinar, we’ll introduce new ways you can 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 PSA. 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.
We hope to see you at the webinar on Tuesday, March 28 and feel free to contact us with any questions.
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