How to Integrate an ERP and CRM with Data Integration Technologies

Data Integration Technologies

The Complexity (and Simplicity) of Data Integration Technologies

Your company has grown, and the systems that once worked wonderfully in isolation now seem to bring more and more trouble as the weeks, months, and years pass. But, highly successful companies who choose data replication technologies as a form of helpful integration can overcome the inefficiencies, burdensome tasks, redundancies, and downright errors in data warehouses that rapid growth introduces. In fact, between an ERP and CRM, they can finally connect financial, management, human resources, clients, manufacturing, and more to run more seamlessly and efficiently.

It’s probably clear that without data integration and data replication technologies, companies and firms continue to run up against incomplete insights and segmented understandings of their product, operations, and customers. Not able to easily access the guidance of their sources of truth, they often turn to the manual task of copying and duplicating their information manually through designating the role to an employee or team. This itself leads to greater inefficiency and problematic oversights that can cause continued setbacks for the company acting on fragmented data within isolated systems. 

You know your data is key to your success and one of the most valuable assets in today’s world that demands business forecasting, strategic navigation of the market, and staying ahead of customer preferences and trends through personalization. As a result, data integration and data replication technologies like RapidiOnline serve up an out-of-the-box solution to greatly simplify your integration process. 

Whether you are a small business or enterprise firm, review the steps below to see how this process can easily work for your organization. You’ll see you can speed what was once an oppressive, technical task into a much more enjoyable experience. 

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ALT: Your company can remove manual errors, increase ROI, and provide greater efficiency across departments through Rapidi’s ERP-CRM data integration technologies. 

Basic Steps to ERP and CRM Data Integration 

While ERP and CRM integration presents many rewarding benefits for your organization such as improved efficiency, simpler scalability, and supported decision making, leaders encounter immediate challenges. Through the right tool, however, they can avoid coding, technical bugs, inflated development costs, and many more complications. Here is how install-ready and template-based tools can help in stages. 

  1. Evaluate Your Organization’s Data Goals

For many, the decision to integrate comes from aspiring to connect CRM quote tools and the ERP process that govern sales fulfillment and order completion. Others also chase the benefits to efficiency that influence profitability and improve strategic oversight to advance the mission of the company to lead the industry. Further goals could be an integration that reduces downtime and technical quandaries. 

Consider your aims thoroughly, and your specific goals will help direct you to the right tool for the job. Without a clear sense of purpose, you could find yourself wasting time with solutions that won’t benefit you with the speed and precision necessary. 

  1. Decide What to Integrate Across Platforms

The most common points of integration are customer information, contact data, product details, pricing, quotes, sales, and complete histories of notes, invoices, and memos. Payments and many more integration areas can also work for your ERP-CRM connection. 

Ask yourself what you need to integrate to bring the most benefit to your company. Then, you’ll be more aware of the implementation methods that will serve you. 

  1. Choose Your Prefered Integration Method
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Knowing your goals and integration areas, you can safely choose a tool or process that works. Some companies try to integrate in-house despite its relatively high costs and time spent in painstaking, technical development of solutions that seem to offer more customization. 

Others realize that ready-to-deploy technologies can reduce downtime that costs the company money, avoid errors and incompatibility issues, and cut the need to program an integration that may not ultimately function sustainably or without considerable investment of time and energy. 

Choose the direction you want to go in by comparing the options of in-house development and integration through expertly-designed tools that can be installed in hours or days rather than weeks or months. 

  1. Enjoy Company-Wide Benefits and Productivity

No matter how you choose to perform integration, the possible benefits are sweeping. For one, you can again rely on your always up-to-date data in order to make more accurate tactical decisions and on-target predictions. 

The relationships between your company and its clients are further improved with access to all their account, order, and payment information from a centralized location or dashboard. Operations themselves are transformed within distribution, manufacturing, services, sales, marketing, and more, giving you new levels of productivity that ease your processes. 

Explore RapidiOnline—a Simple, Fast Data Integration Option

Without requiring programming, lengthy installation, or slow refinement of integration development. RapidiOnline helps you customize your ERP-CRM connection through the Rapidi Connector on the Rapidi Platform, a tool to integrate almost any ERP and CRM combination. 

Learn more about Rapidi’s trusted data integration solutions, and see why countless, industry-leading clients rely on them for powerful integrations. 


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