A disconnect between your CRM and ERP could be costing your business up to 25% in lost revenue. When sales and operations work in silos, critical information gets lost, leading to inaccurate forecasts, poor customer service, and internal chaos.
This week, Alex & Romain discuss how to bridge the gap between these two essential systems. We explore the common data challenges faced by sales teams—like lack of inventory visibility —and operational teams, who often lack insight into the sales pipeline for accurate forecasting.
The solution lies in a bi-directional integration that creates a single source of truth across your organization. We discuss how platforms like Microsoft Dynamics 365 are making this easier than ever, with pre-integrated tools that provide a holistic view of your business, from the first customer interaction to final delivery.
Learn more about LIDD’s services by visiting our website: https://www.lidd.com
Timestamps:
[00:37] Defining the role of a Customer Relationship Management (CRM) system.
[02:14] The challenges sales teams face without access to ERP data like inventory and lead times.
[03:25] How a lack of CRM data impacts forecasting and production planning in the ERP.
[05:05] Solving the problem with a bi-directional flow of information between systems.
[08:50] How Microsoft's ecosystem (Dataverse, Business Central, Dynamics Sales) simplifies integration.
[11:39] Strategic advice: Should you implement a CRM or an ERP first?