CRM INTERFACES AND INTEGRATIONS
How to expand your CRM system sensibly
Are you looking for a CRM and don't yet know which interfaces and integrations could be relevant? Or do you already have a CRM system and are looking for inspiration for smart extensions?
We explain why CRM interfaces and integrations are so important and which ones complement your CRM system in a meaningful way.
CRM interface or integration - what's the difference?
What's the difference?
Many modern business models involve a wide variety of computer applications and data volumes. For a comprehensive overview of all business processes, however, it is unfavorable if the accumulated data is stored in different places - this hinders central evaluation across all applications.
For efficient work and insightful evaluations and comparisons, it is important that the individual applications can exchange data with each other. This gives you a holistic picture.
Such a data transfer usually takes place via CRM interfaces or integrations. These are two different ways of exchanging data between applications. Here are brief descriptions to illustrate how CRM interfaces and integrations differ.
- In simple terms, aninterface refers to a transition between two separate systems that are written in different code languages and manage their data differently - a bit like a bridge. The exchange of information between the applications takes place via a common language. Interfaces can be separate tools or already be contained within a software. You can find out more about this on Wikipedia under Interfaces.
- Integrations are understood as the direct linking of different software products to form an overall solution. The linked parts use the same code and the same database. Here too, you can find more information on Wikipedia under Integration (software).
The classic:
Data transfer between CRM and ERP
CRM interfaces and integrations provide more digital support for employees.
ERP and CRM systems serve different areas and tasks within the company. However, linking them brings considerable benefits for day-to-day work - and not just in sales.
- Provide the sales department with information on payment behavior, dunning status, creditworthiness, delivery times or returns from the ERP system in the customer file of the CRM software
- Synchronize the master data created in the ERP system with the CRM system
- Provide article master data, currency information, payment and delivery terms from the ERP for the creation of sales opportunities and quotations in the CRM system
- Orders are transferred from the CRM to the ERP for logistics and invoicing
- The sales department receives information on the delivery status from the ERP in CRM
Get an idea of the added value of integrating CRM and ERP.
Further practical examples
Where do CRM interfaces and integrations actually benefit you?
There are many possible uses for system links. In day-to-day work, an interface or integration can save work steps, enable extended evaluations or support clearer and more efficient processes.
Different interfaces and integrations in the CRM system are therefore available for each business area. Read the following articles for more insights into the specific assistance that CRM offers in combination with interfaces and integrations.
Gedys CRM software
Our CRM interfaces and integrations at a glance
We already work with a large number of applications and services. You can find an overview here. We are constantly expanding our list of interfaces and integrations with third-party systems to provide our customers with the greatest possible convenience. Download the list here as a PDF.