Más contenido relacionado Similar a Solving Biz Problems With SugarExchange: Session 4: (20) Solving Biz Problems With SugarExchange: Session 4: 1. Solving Biz Problems With SugarExchange
CRM and ERP Integration: Real World Ways to
Make the Front and Back Office One Office
2. David Faye
CEO Faye Business Systems Group
www.fayebsg.com
https://twitter.com/#!/FBSG
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3. Overview
Introduction
Why Integrate? / Benefits of Integration
Different ways to integrate
Overview of Integration Points
Uses of Integration
Integration Methods
Examples of Integration with Sugar
Closing
Q&A
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4. Introduction
CRM systems are primarily designed to bring together
customer data from across the company and translate it into
meaningful intelligence.
The promise of CRM is one 360 degree view of a customer.
Some implementations fail to achieve this because of a
disconnect between CRM and the “Back Office”.
Many companies purchase their CRM and ERP applications
from separate “best of breed” vendors due to business
requirements, potentially resulting in the CRM system
lacking visibility into back office data and transaction history.
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5. Introduction
Resulting in:
Departmental silos of information
Manual work / side systems / inefficiencies
Erroneous, inconsistent data & resulting poor
decision-making
Slow Response Rates to Customer Inquiries
User Frustration
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6. Introduction
The days are gone where it’s okay
to keep CRM data separate from
ERP and accounting data.
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7. Why Integrate? / Benefits of Integration
The aim of front to back office integration is to bring
together disconnected business processes to:
1. Manage customer relationships more effectively
2. Reduce costs
3. Increase profitability
4. Achieve a long-term competitive advantage
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8. Different ways to integrate:
One software that has both functions
(Netsuite, SAP, etc.)
"best of breed" software that can be integrated
together.
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9. Overview of Integration Points
Customers Sales History
Inventory Open Invoices
Quotes Invoice History
Sales Orders Anything you want !!
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10. Uses of Integration
Customer Views
Dashboards
Reporting
Workflow
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11. Integration Methods
Export & Import
Integration Tools
(Talend, IBM Cast Iron, etc.)
Integration Applications
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13. Examples of Integration with Sugar
Sugar MAS90 Integration
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17. Examples of Integration with Sugar
Sugar Intacct Integration
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21. Closing
The success of a companies CRM implementation
and overall functionality, should not be judged or
based solely on its front office operations, but how it
interoperates with the back office — encompassing
people, processes, departments, and applications.
Over the long term, companies using front to back
office integration capabilities can expect to
significantly decrease administrative costs, increase
customer satisfaction, revenue, and build sustainable
competitive advantage in an increasingly challenging
marketplace.
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22. Q&A
Thank you
More information:
David Faye
818-227-5130
david.faye@fayebsg.com
Faye Business Systems Group
6320 Canoga Ave, 15th Floor
Woodland Hills, CA 91367
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23. Submit Session Feedback
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1) Tap on this session
2) Tap on survey
3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
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24. #SCON12
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