Non-traditional integrations: Is it possible to get a perfect fit from ‘competitors’?

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Categories: Acumatica Cloud ERP, CRM, ERP, Salesforce
November 5, 2019
ERP and CRM integrations

Tight integration saves you time and money, reduces the risk for errors, and simplifies a variety of processes including quote-to-cash, manufacturing management, customer service, and so much more.

A few years back, fast food giant Burger King released a marketing campaign for “Peace Day” on September 21, in which the company propositioned McDonald’s through a series of tweets and full-page newspaper ads to set aside their differences for one day to create the “McWhopper.” While ultimately dismissed, it brought up a good question, one that many questions have to ask when they are looking at business management software: Is it possible to get two competitors to work together?

The answer is yes, and for some companies, it may be the best path to finding a perfect fit if they are looking for ERP or other business management software.

There are many paths to a perfect fit in ERP software.

We’ve been spending a lot of time recently talking about the concept of a perfect fit in enterprise resource planning (ERP) software. There is good reason for this. If you’re like many decision makers at organizations, you know that the last time your company looked into a solution, 80 percent fit was considered acceptable.

Today, however, the market has changed, and an 80 percent fit is considered as table stakes, just enough for a vendor to get in the door. That last 20 percent is very possible and vendors have worked to provide the flexibility, integration, and usability to deliver this in the “postmodern ERP” environment.

There are a variety of ways to get here; some can get a solution built with few changes, many companies need extensive customization, while others can get what they want by using point solutions for unique needs connected through their marketplace.

The challenge: Bringing on a product your ERP already offers.

However, what if your business management solution features a product that would put it in competition with another vendor? There are many examples of this, including your choice of ecommerce vendor to establish your web presence, business intelligence solution to analyze data, and field service management products to manage technicians.

Each product is generally offered as part of an ERP suite, but many businesses either want to minimize the challenges that come with a complete overhaul or stick with a solution that works. One place where this really is prevalent? Customer relationship management (CRM) software.

A majority of ERP providers want to deliver a complete solution for businesses, and for those who do, many pride themselves on offering a functional and usable CRM product.

However, when you look at CRM, there is an elephant in the room, one that is loved by its users and used by over half of businesses. It’s the number one CRM for sales and customer service, and its name is Salesforce.

ERP and CRM integration can’t be ignored. Connecting Acumatica and Salesforce

So, you may think to yourself, “we already use Salesforce” if you’re in the process of an ERP change or “most of our staff already knows Salesforce” if you’re considering a complete business software overhaul that includes both ERP and CRM.

Now, you also know how hard it is to organize your entire sales and marketing staff for training sessions. You also know that if you already use Salesforce, your staff may balk at moving away from it, creating implementation risk that results from not having everyone on board.

CRM and ERP integration delivers more than data sharing.

ERP and CRM integration is a necessity for a variety of reasons. Tight integration saves you time and money, reduces the risk for errors, and simplifies a variety of processes including quote-to-cash, manufacturing management, customer service, and so much more. Something we’ve discussed in-depth in our blog titled ERP plus CRM: More than the sum of its parts, proper integration can’t be overlooked, as it provides:

  • Seamless data sharing
  • Optimized resources management
  • Faster delivery cycles
  • Improved forecasting
  • More consistency
  • Better reporting
  • A uniquely tailored product for industries who need increased visibility and control.

Connecting Acumatica ERP and Salesforce CRM

Now, as we’ve discussed, your company needs ERP and CRM to integrate, integrate tightly, and do so with as little hassle as possible. Luckily, there are ways to make this happen—even if the two may seem to be in direct competition with one another.

Thanks to its 2018 acquisition of MuleSoft, Salesforce gained the ability to reach into other applications and pull in data without needing to clean or scrub it. That means no need to build data warehouses or rely on third-party middleware customizations to use data from multiple systems. Consolidating data in one place, without disrupting its source formatting or properties, is a far better choice.

Bringing Acumatica and Salesforce together still requires the right intermediary. Get to know NexTec.

ERP and Salesforce integrations are transformative opportunities. While integration may be easier than ever, and everyone may promise that they have the skills to integrate these two, the best partner is one who knows both products inside and out. NexTec Group happens to be that partner.

Managing an ERP and Salesforce integration requires a steady, experienced, detailed-focused partner, and few have the size, scale, scope, and expertise to deliver both Salesforce and Acumatica. NexTec does. This also makes us uniquely qualified to integrate the two products.

NexTec offers expert consultants and project managers with deep expertise in ERPs, Salesforce and integration strategies. Contact us to learn more about how NexTec is the right choice to lead your integration project.