solving biz problems with sugarexchange: session 4:
DESCRIPTION
CRM and ERP Integration: Real World Ways to make the Front and Back Office One OfficeCRM is often seen as front-office software, but it acts as a conduit and repository for information the entire organization can use. This session will show you the value in integrating CRM with accounting, ERP and other "back office" systems to unify the business software ecosystem. David Faye of Faye Business Systems Group will explain the benefits of integration, identify some of the key data points that you'd want to integrate, point out some of the different methodologies for integration, and then demonstrate some sample integrations including Sugar-MAS90 and Sugar-Intacct.TRANSCRIPT
CRM and ERP Integration: Real World Ways to Make the Front and Back Office
One Office
Solving Biz Problems With SugarExchange
David Faye
CEO Faye Business Systems Groupwww.fayebsg.com
https://twitter.com/#!/FBSG
04/08/2023 ©2012 SugarCRM Inc. All rights reserved. 2
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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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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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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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Introduction
The days are gone where it’s okay to keep CRM data separate from
ERP and accounting data.
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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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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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Overview of Integration Points
Customers
Inventory
Quotes
Sales Orders
Sales History
Open Invoices
Invoice History
Anything you want !!
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Uses of Integration
Customer Views
Dashboards
Reporting
Workflow
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Integration Methods
Export & Import Integration Tools (Talend, IBM Cast Iron, etc.)
Integration Applications
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Sugar Integration Examples
Sage MAS 90
Intacct
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Examples of Integration with Sugar
Sugar MAS90 Integration
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Examples of Integration with Sugar
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Examples of Integration with Sugar
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Examples of Integration with Sugar
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Examples of Integration with Sugar
Sugar Intacct Integration
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Examples of Integration with Sugar
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Examples of Integration with Sugar
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Examples of Integration with Sugar
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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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Q & A
Thank you
More information:
David [email protected]
Faye Business Systems Group6320 Canoga Ave, 15th FloorWoodland Hills, CA 91367
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