Integrated Managed Solutions – old version

Access to knowledge is what enables your company to make informed business decisions and quickly react to changing business circumstances. The ability to communicate timely information about potential opportunities, bids, or projects across your organization is a critical component to moving your business forward.

ERP-Link can help with that. It is a cloud based, light-weight integration platform that allows you to consolidate and aggregate data from one or multiple Enterprise Resource Planning (ERP’s) tools to your existing CRM or reporting platform through a secure, non-intrusive methodology.

Through all stages of a job, from the ‘pre-bid’ all the way to the ‘project close out’ – all of the pertinent information about the job or the client can be shared across your organization – ensuring everyone is on the same page and up to date. By doing something as easy as following a job, like a person might do social media – any member of management or project teams can now be notified of the information they are interested in the moment it becomes available and relevant. Even if there are multiple bids on a job … lighting, electrical, transformers, design, etc,… each team will be aware and up to date on every aspect of the job even if the quotes are all entered into different systems.

When following up with clients, your sales teams will be up to speed and aware of all the associated potential and actual jobs related to the client. With this knowledge readily at hand they can not only discuss the current job, but also get updates on the status of other jobs and quotes.

Value of ERP and CRM Integration

The success of Sales, Marketing and Services teams requires on-demand access and analysis of current, accurate and comprehensive data related to Customers and Jobs. Many CRM systems provide prime analytical and reporting capabilities for supporting managerial and sales decisions, but it is the comprehensiveness of the data that it has access to that dictates its effectiveness.

ERP-Link provides you with the ability to get the information you need, when you need it, and how you need it. It simplifies the process of connecting disparate data from both outside and across the organization making it simple to consume and report on. By connecting your CRM data with external data from a single ERP or multiple ERP sources, you can now connect your quotes, finance, sales, and service teams and provide them with immediate access to the information they need in personalized dashboards.

External items like Bid boards from an ERP such as Oasis can be brought into your CRM so there is one location where everything can be searched for, viewed, and modified prior to, during and after a job is completed. With ERP-Link two-way communication, any changes made in your CRM can be synched back to the ERP.

Built for Mid-market Organizations Maximizing ROI

ERP-Link is built specifically to address business needs of mid-market organizations, enabling the aggregation, broadcasting, and synchronization of the following typical data as an example.

Complex Reporting

ERP-Link dramatically enhances most CRM’s built-in reporting capabilities by providing access to the data aggregated in CRM. It simplifies the process of developing sophisticated, native reports with complex business logic through the provision of simple report types for CRM’s such as Salesforce. End users can take advantage of our pre-built report type objects and templates or develop your own reports using our customized database objects.

Whether you are dealing with:

  • Financial Reporting
  • Management or Operational Reporting
  • Complex forecasting and modelling
  • Development of Enterprise dashboards or
  • KPI reporting and visualization

you now have access to all the critical data you need to ensure your reporting is up to date and relevant.

Data Quality

Data is often not organized consistently in the different divisions and cost centers across an organization, when consolidating the data streams we can easily identify where “bad” data resides. Whether it’s duplications, orphaned or invalid data, we can work with your teams to remediate the data and to help address the underlying issues.

Flexibility & Benefits

ERP-Link is high performing integration layer with an uptime of 99.99%. With close to real time synchronization, it can be tailored to individual needs to match the ability and requirement of different types of users and consumers. It is scalable, with the ability to easily accommodate future data sources.

Simplified development and maintenance tasks allow for quick responses to any modifications that may be required for changing business needs.

Low cost implementation and maintenance, ERP-Link has a very short ROI, making it a short time to value solution.

ERP-Link for Sales Management and Forecasting

With the augmented CRM data provided by ERP-Link you are able to enhance your abilities to view:

  • Product demand for Manufactures
  • Demand forecasting for Distributors
  • Delivery forecasting for Customers

Sales forecasting is a foundation for enterprise wide success.  ERP-Link simplifies the collection of forecast data and you can now easily view and incorporate past and present performance data into your forecasting allowing you to make more accurate forecast,  no more data entry into stale disjointed spreadsheets with manual processes.

Whether you have CRM expertise in-house or need some expertise to assist your team, we can work with you to help build out robust forecasting reports using the built-in forecasting functionality in any CRM or develop customized forecasting tools specific to meet your specific needs.

Once the integration layer is implemented, the information that you want will now be at your avail.  Whether you use your team of highly skilled Salesforce resources or would like assistance from our expert consultants, you are ready to take the next step to getting the information you need.

If you are interested in hearing more about ERP-Link or would like to look at a Proof-of-Concept, please contact us.

Let’s get Started!

Get in touch to discuss how we can work together to deliver the tailored, integrated, turnkey solution you need.

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