09 Nov What you can expect from an ERP and Salesforce integration (and how enosiX can help!)
By Weldon McKenzie
If you’ve ever been in a serious relationship, you undoubtedly know the importance of good communication with your partner. It enables the free flow of information that fortifies honesty, trust, and reduces the frequency of needless and petty arguments. And, as it turns out, transparency through good communication is not only important for your personal relationships—it is also an imperative component of your business practices.
As a business grows, so do the intricacies of your operations. A typical enterprise is comprised of many different departments, and a large share of the enterprise’s success is measured by the effectiveness of communications between these departments and various third parties such as customers and vendors. The intricate nature of these entities almost always necessitates the adoption of an Enterprise Resource Planning, or ERP, solution. An ERP software platform consolidates all important components of an organization’s operations into one place for easy communication, access to data, and efficient business practices.
If your organization is also using a Salesforce platform such as a pricing software, you would ideally want that to be integrated into your ERP platform. This is why Simplus has recently partnered with enosiX, an SAP and Salesforce integration company that helps its clients create a 360-degree view of their customers’ data. By working together, Simplus and enosiX unify the expertise of Salesforce implementation and SAP integration into one process. Let’s take a look at a few of the benefits of working with Simplus and enosiX!
Increased sales productivity
When a sales representative is engaged with a potential customer, you want to ensure that the rep is equipped with all the tools they need to create the quickest sales cycle possible. When you have disparate systems of siloed data, a sales rep has to spend more time searching for information to make a sale instead of actually being able to close the deal. This will ultimately end up costing your business precious time and resources and could result in lost business.
By integrating your ERP solution with Salesforce, you can cut out extraneous operations needed to make a sale. For example, if a sales rep needs to know the inventory of a particular product, he or she can see if that product is in stock in real-time. The enosiX Salesforce opportunity creation with real-time SAP material search and pricing simulation will increase a sales rep’s ability to easily communicate with other departments and significantly defray the clicks required for a sale.
Improved customer engagement
While you want to make your sales team productive, you don’t want to sacrifice your customer service and satisfaction at the opportunity of being quick. There is a fine line between efficiency and catering to your clients, and an ERP solution integrated with Salesforce will help you navigate that line with ease.
Let’s take the previous example again, solely from an uncentralized form of operations. If your sales rep is looking into inventory to find a product and doesn’t find it, this means a message will have to go to production to fill an order for the client. By the time production receives the message and begins to fill the order, the customer is long gone and looking for another vendor to fill their needs. The lack of transparency throughout your departments just cost you business.
If you had integrated your underlying processes with Salesforce, your sales rep would have been able to look directly down the pipeline at the point of the customer’s inquiry and know that they need to put in a production order, again saving you time and money and generating revenue. An ERP and Salesforce integration will also ensure the ability to quickly configure quotes and variant pricing based on the information down the line.
Clean data management
Siloed departments make it difficult to get to and even track the data coming in and out of your organization, leaving you at risk of overlooking vital information that could lead to lost money or legal ramifications.
To look at our example again, let’s consider that production order the sales rep put in, assuming the sale hasn’t yet been lost. Production sends out an order to a vendor for materials, assembles the product, and sends it back to inventory without coordinating with finance. There is an oversight in expenditure, and the materials vendor doesn’t receive payment for their products. The result is a loss in reputation with the vendor, and it could also spell out future legal trouble should the vendor choose to take action.
With a centralized ERP solution, all data can be seen by all parties, reducing chance of error. enosiX’s SAP platform has many features to combat ill data practices. Things like session management, secure authentication, and record locking ensure the integrity of your data and help maintain governance standards and secure, error-free information.
Increased Salesforce adoption
If you are having difficulty getting your sales team on board with utilizing your Salesforce platform, practices lacking visibility into basic business data might be to blame.
By combining your ERP and Salesforce platforms, you are opening up a 360-degree view into all data. All of this information lives within the Salesforce interface, which means no more toggling back and forth between the two systems. Easy point-and-click navigation cuts down on the number of clicks to get through the sales process, and having it all housed in Salesforce means little-to-no ERP knowledge is required.
enosiX is helping organizations of all types and sizes merge their resource planning and sales processes onto one easy-to-use platform. Coupled with Simplus’ expertise in Salesforce consultation services, it’s never been easier to implement and understand how to operate these two systems in tandem.