Salesforce integration with ERP systems

Where To Start With Salesforce ERP Integration

Salesforce is arguably the most popular platform used by companies to manage relationships with customers. It makes sense that you’ll want to synchronize the data on Salesforce with CRM software in your company.

However, one of the biggest dilemmas in doing so is to choose between a customized Salesforce-CRM integration or use an out-of-the-box pre-configured solution. You’ll want to check out how the different options would fit future data needs before making a decision.

Choosing The Right Solution for Salesforce ERP Integration

Build your own ERP Salesforce ERP Integration

You can create a tailor-made Salesforce-ERP integration specifically for your business requirements. Bear in mind that the development cost is much higher than purchasing an off-the-shelf solution. Also, a customized ERP-Salesforce integration platform may not include additional functionalities like scheduling and monitoring.

Potential updates from evolving business needs may also result in higher maintenance and revision costs in the future.

Use Data Integration Platforms

It’s also a good idea to use well-established data integration platforms. Not only you’ll be spared from costly customization, but you’ll get a stable solution that works for many other companies. You can expect implementing a Salesforce ERP system with data integration platforms to be a hassle-free affair.

Pre-configured Integration Templates

Leverage integration templates that come along with many Salesforce integration tools. These templates are likely to work for your company as they are built from common requirements for most businesses. Integration templates greatly ease data transfer between systems, particularly with the scheduling ability.

3 Benefits of Integrating Salesforce with ERP

Communicate Through All Integrated Platforms

A Salesforce-ERP integration bridges the gap between various departments in a company. This is specifically true for the sales and finance team, who are likely to be using Salesforce and ERP software respectively.

With the integration, both teams will be sharing the same set of data, which facilitates inter-department discussion.

Increase Customer Service and Satisfaction

Investing in the Salesforce-ERP system also leads to happier customers. With synchronized data, customer support does not have to search through various software, which takes up valuable time and may result in disgruntled customers. Instead, the support team only needs Salesforce to access the complete purchase history for the customer.

This includes accessing sales invoices, which are usually stored on the ERP software.

Automate Workflows Without Coding

Integrating Salesforce with ERP eliminates the tedious coding needed to develop business process automation algorithms. Instead, employees can use the graphical interface to create workflows automation with a few clicks.

More importantly, the Salesforce-ERP integration allows access to a complete set of data. For example, the sales team can send automated promotional material that targets high-value purchasers with data extracted from the ERP software.

Why MagicFuse

We mainly work with Salesforce ISV products, consulting companies, and diverse organizations and startups that integrate with Salesforce. Among our 100+ projects in 6+ years on the market, you will find Elements.Cloud, Atamis, WiserSpread, Movinga, Limio, and others. We develop Salesforce products and build integrations according to Salesforce best practices in banking and insurance, travel and hospitality, real estate, and healthcare industries.

By maintaining an everyday practice with solid theoretical knowledge, our Salesforce team consists of 35+ certified, highly-skilled experts in different roles like App Builders, Platform Developers I & II, Salesforce Admins, and Salesforce QA Engineers.