System Integration
We successfully integrated CRM and ERP systems for a large retail chain, consolidating data on sales, inventory, and customer interactions. Before the project, data silos slowed operations, increased the risk of errors, and limited the effectiveness of analytics.
What We Did
- Configured APIs for seamless two-way data exchange between the CRM and ERP systems, ensuring real-time data synchronization.
- Developed scripts for the automatic transfer of order, customer, and inventory data.
- Set up automated notifications for the sales team regarding order statuses and inventory changes.
- Implemented an analytics system for generating comprehensive reports accessible to all departments, enabling faster decision-making.
- Trained the client’s team on the system, conducting workshops and creating user guides.
Results
The integration unified data from different systems, increased analytics accuracy, and streamlined interdepartmental collaboration. Order fulfillment times and reporting updates were reduced by half, while customer satisfaction improved significantly.
Date:
November 3, 2024