learnaboutnetsuite

 

Today, there are so many customer relationship management systems, or CRMs, that are available. These systems are useful for companies which operate with the customer as the main focus of their business operations. Companies will from time to time have to extend services to their customer with the main aim of enhancing business relationship between the company and the customer. These services are best offered by a CRM system and may include customer support to resolve issues around customer complaints, personalized marketing and personalized sales.

 

A good excel integration with salesforce should offer applications that can be used by companies of different magnitudes. CRMs have been found to assist customer-centric companies to find and win more prospective customers in a really simple way. They also help companies achieve higher customer retention rates by helping them attain more customer satisfaction.

 

Customers which focus their operations on the customers also need another system to manage their resources. Such systems are known as Enterprise Resource Planning systems, ERPs. These systems help companies manage all their key business processes in a single system. These systems also are used to manage a company's CRMs since a CRM system is a resource whose processes too must be managed.

 

For the ERP to manage a CRM system, there is need to establish an accepted way of data interchange between the two systems. A link of communication must be created between the two systems. This link is what is called netsuite openair for salesforce. Connectors are useful in transforming data from one format to another so that more than one systems can share data regardless of their data format differences.

 

 

The process of getting two different systems to communicate is what is known as integration. From our above arguments, we can say therefore a good CRM system should be able to integrate with an ERP system. Integration by use of connectors is useful in that it helps companies avoid unnecessary costs. If for instance, a customer sent an order through the CRM system, the customer will be interested in tracking the status of their order to the time it is processed. The company, on the other hand, is interested in tracking both the customer order as well as the inventory. When the order is processed, the inventory reduces. This must be tracked in the ERP. If there was no way for the ERP system to be updated by the CRM system, then the company would have to hire an extra hand to manually update the ERP system.