Reliable CRM Migration Services

In short, CRM is a part of ERP. ERP handles manufacturing and financial operations, while CRM traditionally deals with customers on all stages, automating marketing and sales activities. In real life, there are several scenarios: a company uses ERP but not CRM; a company uses CRM but not ERP; a company doesn't have either ERP or CRM. Whatever your scenario is, you can get the benefits of both systems and keep all your business's data in a centralized database by developing the ERP with CRM functionality from scratch, integrating CRM into ERP, or customizing ERP adding CRM features. Contact us to learn how we can help you. Enterprise Resource Planning (ERP) Using the ERP, you can reduce operating costs by 11% according to the research from a global research company. That's why the bigger a company is, the more savings in absolute numbers it can gain. Such saving numbers can be achieved on condition of automating key business processes typical of your industry. In practice, it's about implementing particular functionality in ERP. Budget Forecasting and Planning The ERP acts as a single database that provides business leaders with current financial data across the company, including profitability ratios, fixed assets, inventory margins, liabilities, and many more that can be added and customized individually. Using these metrics, business leaders can forecast revenue, expenses, and plan budgets across departments and company-wide. An example of the accounting module of the ERP with key performance indicators and trends necessary for making data-backed forecasts Automating Accounting Tasks The ERP automates all bookkeeping repetitive tasks, such as creating invoices, bills, entries for material costs, collecting data from other departments for calculating payrolls, order costs, or incomes. Now, your finance team can allocate dozens of hours saved monthly to more beneficial tasks, such as analyzing trends, reviewing transaction details, and investigating anomalies. The ERP can replace your standalone accounting software. Or, if you already use one (such as QuickBooks, Sage One, Xero, or others), the ERP can be integrated with it. As a result, all the financial activities will be managed through the ERP solely. An example of the accounting module of the ERP with outgoing and incoming cashflows details Procurement and Inventory Management The inventory is updated based on actual sales data, helping avoid both out-of-stock and excess inventory. The ERP alerts managers when it's time to place purchase orders and assists them throughout the procure-to-pay process. The software simplifies procurement management, saves time, and improves accuracy by automatically creating purchase orders, linking procurement transactions with vendor records, goods receipts, and billing documents. All procurement-related information, such as transactions, a list of approved suppliers, pre-negotiated contracts, is consolidated in the procurement dashboard. An example of the ERP dashboard with monthly inventory trend, orders to fullfill, purchase orders, and other essential data. Here you can also see reminders for purchasing managers Order Management The ERP helps handle the complete order lifecycle, from receipt to delivery. This module can automate and ensure accurate record keeping, covering order readiness status, order release, shipment confirmation, etc. Some ERPs, such as the woodworking ERP by Belitsoft, also support complex processes such as split shipments (when a large order can be shipped in several batches). All of this favors increasing on-time delivery rates and customer satisfaction. An example of a custom ERP dashboard where a split order shipment is applied Manufacturing The ERP grants you real-time visibility into every step of the production process, from production planning and scheduling to order fulfillment. There is a lot of potential for different technologies and features in manufacturing management. Here are the examples of what Belitsoft has implemented in custom ERPs: Quality monitoring by implementing IoT technology on production lines to allow the ERP to get data about the number of quality items and the number of defects. The ability to schedule employee hours, accept sick leave requests, see the projects that staff members are working on to correctly allocate human resources, and more. It streamlines the entire manufacturing process, reducing costs and increasing on-time delivery. An example of an ERP dashboard with employees' workload during the manufacturing process Make faster, data-backed decisions, impacting profitability and efficiency across your company by building a custom ERP as a single, shared database for all financial and operational data. Customer Relationship Management (CRM) According to the research from a consulting group, Microsoft’s partner, every $1 you spend on your CRM implementation returns as much as $8.71 in ROI on your sales revenue. So it's no wonder that over 91% of organizations with more than ten employees in their workforce use CRM. Marketing automation The CRM allows tracking and measuring all marketing campaigns, including emails, multichannel campaigns, events. It gives valuable data about a prospect's activity and helps identify when a lead meets certain buyer-readiness conditions. CRM analytics help marketers pass a lead to a sales team at the right moment. In addition, the CRM allows segmenting leads based on demographics, response patterns, purchase trends, and support histories to deliver personalized marketing campaigns. By aligning marketing with sales in real-time, you can continually fine-tune marketing campaigns, generate more leads, and maximize ROI. An example of a CRM dashboard illustrating the number of gained contacts, deals, the lead target, the list of leads, and other key data Sales and Customer Service Automation A study shows that sales teams spend only about a third of their day selling, while all the other time goes for tasks that could be automated, such writing emails (21%), entering data (17%), scheduling calls (12%). The CRM cuts out manual work from day-to-day sales tasks by managing quotes and invoices, automating follow-up messages, scheduling meetings, and much more. All of this speeds up the lead-to-cash process and boosts overall sales efficiency by shifting your sales managers' time from routine tasks to more beneficial ones, such as improving customer acquisition, upselling, and retaining existing customers. An example of a CRM dashboard with the customer history, including the latest messages, information about previous tickets and deals, contact data, and other helpful things Analytics and Forecasting The CRM can use real-time sales data to more accurately predict future sales and revenue, consequently. Thanks to advanced analytical tools, the CRM allows marketing, sales, and service teams to monitor their performance: Marketing reps can examine acquisition, engagement and conversion metrics for certain campaigns. Sales managers, for example, can access personal goals, such as sales achieved against the benchmark. Customer service teams can measure post-sales inquiries trends and overall client satisfaction. An example of forecasting sales opportunities based on actual sales data Through integrating CRM analytics into your business strategy, you can not only enhance your CRM capabilities and successfully implement them but also foster growth and attain your organizational goals. Make informed decisions on how to service customers efficiently, which customers to pursue for higher revenue, how sales teams are performing, and much more by building your proprietary CRM with a skilled development team.

At elearning software development company Belitsoft, we know how to integrate CRM and LMS, create a new LMS with CRM integration, or add CRM to your learning platform. We are open to hear your needs and help you implement them. Let’s discuss your challenge now! 5 CRM and LMS Integration Use Cases The key benefit of CRM and LMS integration is that customer’s actions documented in one system can initiate actions in the other system. These actions are called “triggers”.  Let’s take 5 use cases to see how this integration works and what marketing and sales tasks it resolves. 1. Sales Prospect Learning When a prospect subscribes to your blog, watches a demo, downloads a whitepaper, or registers for a webinar, CRM tracks these activities. Every link your sales prospects click and every page they visit on your website are also tracked. Then, all these triggers are shared with your LMS.  Having all this information, your marketing team can engage prospects by driving timely training recommendations, managing the timing and tone of targeted messages for cross-selling and up-selling communication.  Also, your sales team can identify which accounts have been inactive for a long time, and make a proactive effort to reach out to such customers. hubspot.com 2. Customer Learning CRM stores information about your customers, including what and when they bought, why, and how many times they interacted with your support team.  When all these triggers go to the LMS, they allow to create personalized customer training recommendations and intelligently build customers’ learning paths. Well-trained customers tend to buy more, write to support less, and stay loyal to your product longer. The sooner your customers find value from using your product or service, the more likely they’ll invest in your brand again.  Phil Nanus, Vice President of Customer Success Research for TSIA, says: “The goal of customer success is to enable effective adoption of technology and services, which can lead to contract renewal and more revenue from existing customers through up-sell and cross-sell.” CRM and LMS integration for customer learning also reduces support costs. Your profit margin decreases with every support message or phone call from a customer.  Providing customers with relevant learning content minimizes the number of basic inquiries.  The integrated LMS serves as a self-service tool with video manuals, step-by-step guides, etc that resolve customers’ questions in the moment of need. learninglight.com 3. Partner Certification With LMS–CRM integration, you can create channel certification programs for partners’ training and entitlements. Such programs favor a well-organized tiered channel relationship structure.  For example, some of your partners complete training. They achieve a certified partner designation. And their commission rate automatically increases from 10% up to 20%. pega.com 4. Sales Staff Learning All sales teams use a CRM for account management. It makes the system ideal for onboarding and ongoing product training. Thanks to LMS and CRM software integration, your employees can practice their professional skills directly in the CRM they use for work. For that, a new tab is added inside the CRM. It displays a personalized training plan and the course content.  Your employees will learn on a regular basis, and you can assess onboarding training outcomes, ongoing training performance, and course completion. trailhead.salesforce.com 5. Talent Nurturing via Talent CRM Let’s mention another, not typical but innovative application of CRM and LMS integration where CRM stands for Candidates Relationship Management. Such a CRM is usually called a Talent CRM. A Talent CRM helps HR professionals reach out, build and nurture relationships with potential job candidates. Potential candidates apply for the training course or event through the LMS. Their data go to the CRM where the L&D team can enroll a trainee into the course. The company’s instructors then track the learning progress. After the trainees complete the course, the data about their skills and course completion transfers to the CRM. As a result, the HR department gets a pool of candidates.  When the company needs to fill the required positions, they are aware of the availability of the necessary professionals and can hire the right person fast.  Such an approach to talent management allows companies to avoid the talent shortage. avanture.net How to Integrate CRM and LMS? CRM and LMS integration is performed with the help of API. This is a set of protocols, standards, and tools that let different platforms communicate and share data. Once the LMS administrator installs the API, you can decide which fields and data from your LMS to push to CRM.  The fields and data that can be transferred to CRM can include actual and completed courses, scores, and certificates along with all contact details. How can organizations start with LMS+CRM-driven customer training? Here are the top recommendations: Start with a small training course Building a massive training curriculum with dozens of courses is a risky methodology. Take an agile approach and just get started. Then get feedback from the first customers to adjust the training process if needed. It’s like building an MVP - the method that’s proved its efficiency. Choose a solid LMS Choosing the right LMS will help you provide a quality learning experience. Your purpose is to provide a quality learning experience. The best option will be a customizable LMS that will grow with you for the next few years covering the growing needs of your education services. Create a custom LMS from scratch with in-built CRM integration Apart from using a ready-made LMS and customizing it for your needs, you can opt for a custom LMS development featuring all the integrations you need for business (CRM, HRIS, ERP, etc). Focus on key data You should understand what data you’ll measure to assess the ROI of your customer training. Make sure at the starting point that the system gathers the key data you need. The core features for smooth CRM and LMS integration Auto-enrollment Users can be automatically enrolled to LMS from CRM based on contact or user profile fields to reduce manual assignments and possible errors. The process may look the following way. In the templates module of your CRM, create an email template with a link to the training platform with log-in instructions. Use a single unlimited use access code (enrollment key) and rotate it periodically. Then you need to create a workflow rule in the CRM with a trigger based on an opportunity stage. Usually, the change of case status serves as a trigger. You can also set up the workflow action to trigger after a certain number of hours/days after the case status changes. The customer receives the message with instructions and can start using the training course through the LMS right away. Single-Sign-On This is an authentication method that permits to securely log into both CRM and LMS with one click. No need for a set of additional login credentials to improve the user experience while providing extra security. User data synchronization It implies the ability to automatically sync learners with their account in CRM using a unique identifier (email, name, address, birth date, ID, social security number, etc).  As a result, you can view all user learning records directly in the CRM. Usually, it's an extra tab with access to the learning course information. It permits launching and assigning courses, viewing material, etc without leaving the CRM. Training recommendation Training recommendation engine analyzes input data that may include user metadata (age, gender, or membership); user interactions (views, likes, or signups); item metadata (description of purchases, their category). Based on such triggers taken directly from the CRM, customers get relevant recommendations for courses. Course analytics in CRM LMS can automatically transfer data about the training process directly to the CRM. These data usually involve: Trainee first name, last name, and email address; Course titles and links; Enrollment and completion statuses; Certifications; Promotion or access codes used (can help track performance by channel); Subscriptions; Date and time of registration. Why can't CRM work without LMS anymore? The original purpose of a CRM where you store all of your customer and partner data is to manage and track this information, including: New customer acquisition rate; Repeat purchases and renewals; Complementary and cross-product purchases; Support call or trouble ticket volumes; Customer satisfaction scores. But all these powerful capabilities of a CRM don’t directly lead to an increase in sales. As you’ve seen, you can resolve this issue with the custom CRM development featuring LMS integration for the training of employees, partners, franchisees, distributors, and most importantly, your customers. Customer education is another great business benefit from such an integration. It’s not focused on connecting directly with customers before, during, and after a sale with the purpose to improve customer experience. It involves easy product onboarding and feature adoption, ongoing engagement, and overall customer success. Educated customers are the most loyal and profitable customers. To confirm, let’s look at the research led by the Technology Services Industry Association (TSIA). At least 64% of customers use products more after they participate in training ( eLearning, virtual instructor-led, classroom, or on-site).  The LMS capabilities together with the CRM functionality give great strategic benefits for a company from the point of view of sales, brand awareness, and human resources. We can do CRM and LMS integration for your business fast and accurately. Contact us for more details!