02/06/22ExcellenceTalk: Seemless integration of CRM + ERP for a smooth business process

Enterprise Ressource Planning (ERP) and Customer Relationship Management (CRM) solutions have become indispensable in the modern business world, and working efficiently across departments is becoming increasingly crucial for companies.

Mircea Prelipceanu

While the goal of CRM is to improve business relationships on every level of the company, from sales and marketing to customer service, are ERP systems used to handle critical backend information – generally managing customer information that is required once orders have been placed. This can include purchase history, billing and shipping details, accounting information, financial data, and supply chain management details.

But only by integrating CRM with ERP ensures smooth data flows between both systems and an end-to-end process, and companies can benefit from the full power of both systems. If CRM and ERP work hand in hand, resources can be used optimally, business processes can be designed more efficiently and customers can be delighted for sustainable success.

What does this look like in everyday business life? In a new episode of the CAS ExcellenceTalk we talked to Frederic Parmentier, CRM Division Manager at Infomat N.V., Arjen Baltje, Sales Manager at KCS Wholesale, and Mircea Prelipceanu, Head of International Sales at CAS CRM, about it. Infomat N.V. from Belgium, a Kerridge Commercial Systems Company, works in partnership with CAS Software AG for more than 10 years now, offering its own ERP solutions DIMASYS ERP and KCS Wholesale optimally integrated with CAS genesisWorld.

Our cooperation with CAS Software AG gives our customers the opportunity to benefit from both worlds. On the one hand we have excellent ERP solutions, DIMASYS ERP and KCS Wholesale, and on the other hand they benefit from a brought, profound and modern CRM system, CAS genesisWorld, that is seemlessly integrated“, underlines Arjen Baltje.

A typical sales process is used to demonstrate impressively how CRM and ERP work hand-in-hand, from lead and opportunity management in CAS genesisWorld, to quotation and order management in KCS Wholesale and how important data is easily synchronized between both systems in order to work more efficiently and to save precious time. Reports and dashboards show important KPIs in CAS genesisWorld fueled by data out of both systems.

Take a look at the entire CAS ExcellenceTalk and get inspired: Seemless integration of CRM + ERP for a smooth business process

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