Did you know that you can integrate your Microsoft Dynamics GP with CRM? Connecting these two systems offers countless potential benefits. Lee Zuckett of Microsoft detailed many of these during a session at this year’s Convergence conference entitled, “Integrating Your ERP System with Microsoft Dynamics CRM.” Here are the top four benefits I took away from that session:
1. Improved cash flow
Combining data stored in Dynamics GP with CRM offers a 360 degree view of your customers and their habits. This allows you to deliver specific information to your customers exactly when they need it, which will in turn increase the likelihood that they’ll make a purchase.
Here’s an example, let’s say you’re florist who would like to send your customers a coupon for their mom’s favorite flowers just in time for Mother’s day. When you connect Microsoft Dynamics GP with CRM, you can easily see the types of purchases each customer makes this time of year and use that information to create a customized and timely promotional email.
2. Streamlined reporting
If your ERP and CRM systems are not connected, you probably often find yourself or your team having to run multiple reports in different systems and then combining them to collect all the relevant data needed to make a decision. But, imagine how much faster your decision making process would become if you could get all the data you need from a single report. When you integrate Dynamics GP with CRM real time decision making is no longer just a dream, it’s reality.
3. Enhanced productivity
Integrating Microsoft Dynamics GP with CRM greatly reduces the need for duplicate data entry and therefore lowers the risk of human error. When a change to customer information is entered into one system, it is automatically carried over to the other.
4. Improved activity tracking
Combining the data you have stored in GP with CRM gives you a one stop shop to keep track of all the activities that are vital to the overall health of your company, such as customer satisfaction and inventory levels. With an integrated CRM and ERP solution, you don’t have to waste time logging in and out of different systems to see this information; it is all easily accessible to you in a single user friendly platform.
But don’t just take my word for it, sign up for a free 30 day trial to see the benefits of integrating Dynamics GP with CRM for yourself. Simply fill out the brief form below to get started.
Want to learn more about integrating Dynamics GP with CRM? View the Convergence session I mentioned earlier here. Once logged in go to “Sessions”–> “Microsoft Dynamics CRM” then scroll down in the list of sessions on the left hand side of the screen until you find, “Integrating Your ERP System with Microsoft Dynamics CRM” and click the play symbol.
By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Microsoft Dynamics GP and CRM partner
About Intelligent Technologies
Founded in 1991, Intelligent Technologies, Inc. is a Greensboro, NC based Silver Certified Microsoft Dynamics Partner serving a variety of industries, including professional services, hospitality and manufacturing. Intelligent Technologies provides small to medium sized businesses across the southeast, particularly those in North Carolina (NC), Virginia (VA), South Carolina (SC) and, Georgia (GA) with flexible and integrated ERP and CRM solutions based on the Dynamics GP, SL and CRM platforms.
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