Salesforce is a powerful CRM solution — even a cursory review of the basic functionality and the abundance of offerings at the AppExchange prove its potential. However, many enterprises already have a separate ERP solution (SAP has been one of the most popular choices) and now must determine how to make it “talk” to the new CRM. The following tips can help you make the integration process easier.
If, based on the answers you receive, you cannot realize a true benefit, you might delay integration or forego it altogether.
A CRM can give you a complete picture of your customers, and it is relatively simple to establish a single instance of a Salesforce CRM solution even if you have locations around the globe. However, when different locations have deployed different ERP solutions, the integration methods will not be identical. For this reason, there is no “one-size-fits-all” answer to integrating CRM and ERP — but these tips should help you plan the strategy that will work best for your specific enterprise.