One system to log into. One system to master. One system to manage.
Some businesses have no CRM system and use Excel. Some businesses have a CRM system that is not integrated to the accounting system. Some have CRM that is integrated but it is still a separate system.
CRM is essential for recording leads and prospects, for tracking opportunities, for handling cases. CRM relies in a large part on the data in the accounting system for products and services and for customer details and history. So CRM is a place where users need to be, often.
Without a built in CRM, users have to learn to navigate between the two different systems and the administrator needs to manage the user roles and profiles of the two systems.
The data is all the same. The data is always accurate.
Where the CRM is not built in but integrated, the CRM maintains a separate database which is constantly being synchronised with the ERP database in the background. Complex rules exist as to which system update takes precedence over the other.
Where CRM is built in, it is the same data.
Simply less expensive.
Where CRM is not built in then a separate licence is needed for CRM, a separate database, a separate installation and a separate upgrade.
Changes in the organisation which often affect ERP and CRM are easy to make.
There is often a need to add fields to product, customer and order information. With a built in CRM this is easy as both systems use the same data.
Customer Service & Brand Awareness.
Provide more information to customers and promote your brand.
With a built in CRM you are able to create a customer portal where customers can log in and access any information you provide from within the CRM and ERP data. These pages can be styled and branded to make sure that your message and brand are highly visible.
With Acumatica Entrepreneur CRM is built in. FInd out more about Acumatica Entrepreneur here.