Why You Should Integrate Inventory Management With CRM?

Sales reps who are not updated about the market price fluctuations may pave the way to incorrect prices or promising quick delivery of out-of-stock products that will mislead customers. So that sales team needs inventory data in CRM to identify whether the requested products are currently in stock in needed amounts.

 

The Benefits of this Use Case

The ERP system keeps track of all products and their prices. Your sales reps require this information in CRM in order to develop thorough opportunities and deliver accurate pricing to customers. Manually updating product lists and price books without integration might be a pain for your employees, especially if you deliver an impressive amount of products or have frequent market price fluctuation as you do not control it. This information helps them to create accurate sales opportunities as well as provide customers with correct shipping records. Benefits include:

 

The Benefits of this Use Case

 

The ERP system keeps track of all products and their prices. Your sales staff require this information in CRM in order to develop thorough opportunities and deliver accurate pricing to customers. Manually updating product lists and price books without integration might be a pain for your employees, especially if you deliver an impressive amount of products or have frequent market price fluctuation as you do not control it. This information helps them to create accurate sales opportunities as well as provide customers with correct shipping records. Benefits include:

 

  1. No manual process

  2. Master data Management

  3. Real-time visibility to the customer manual process

  4. Accurate sales opportunity with accurate pricing information

 

Applications and Systems that need to be integrated

 

By integrating CRM functionality into your ERP solution, both systems will share a single database, allowing updates in either system to be seen instantly. One of the most significant benefits of ERP and CRM integration is that it gives you a complete picture of your consumers. These solutions provide total visibility into your customer's buying habits, purchase history, and general needs, from sales and support to finance and accounting.

 

How Gridlex’s Integrated App Suite Helps 

 

Gridlex speeds up customer interactions and improves customer visibility of data that will be used by many departments. From a single place, sales can track new orders, track shipments, and follow up on past due invoices.. Even if something unexpected happens, you can keep your organisation running smoothly with just one integrated software package. If you're using several distinct pieces of software, a single failure might leave you without the tools you need to fulfil a client's request or execute a critical order. Gridlex’s one integrated App Suite helps organizations to function from one single interface seamlessly.