Harnessing the Power of Salesforce ERP Integration

Written byJacob Schmeichel

May 10, 2024

What you'll learn:


Integrating Salesforce with an ERP system can propel businesses by ensuring smooth and efficient operations bolstered by superior data management and customer service. But what tips the scale towards such integration? Let's dive deeper into this tech-sync combo and its benefits for modern businesses.


The Point of Salesforce ERP Integration

Salesforce is mainly used to manage customer relationships. When linked with an ERP system, it offers benefits like real-time data access and better business performance. Integrating these systems helps in easier information sharing and updates, leading to improved decision-making.

Imagine your sales team automatically knowing the inventory levels because Salesforce updates them from the ERP system. This results in faster customer responses and higher satisfaction ratings. Smoother operations also help sales, customer service, and finance teams work better together.

Increase Operational Efficiency

By automating data entry across systems, businesses reduce manual labor and sidestep potential associated errors. Operational processes streamline, ensuring consistent and up-to-date sales orders, financial entries, and customer details. 

Additionally, Salesforce ERP integration elevates sales and customer service by providing comprehensive customer histories directly within Salesforce, enabling more informed and efficient client engagement. This integration improves decision-making by providing real-time data from ERP systems. It helps with inventory management, financial forecasting, and resource allocations by giving current and comprehensive insights.

Enhance Customer Service

When all customer data is in one place, customer service can solve problems quickly and accurately. Moreover, Salesforce ERP integration equips customer service agents with enhanced tools for efficient issue resolution, elevating customer satisfaction.

By combining these systems, separate data storage is eliminated. This ensures that customer information is current and consistent across all platforms.

As a result, communication becomes better, faster, and more personalized. Such integrations empower businesses to meet and exceed customer expectations, turning ordinary service encounters into opportunities for customer delight.

More Informed Decision-Making at Your Fingertips

Having data from both Salesforce and the ERP system helps leaders make better choices. They can use this data to plan finances, allocate resources, and make strategic plans more effectively.

When Salesforce is combined with ERP systems, it improves how leaders make decisions. This combo gives leaders the latest data in real-time, helping them make quick, well-informed choices. It is especially useful for managing inventory, planning finances, and distributing resources. Leaders can make the right moves based on the most recent and accurate data, without delays.

Greater Cost Efficiency

Setting up combined systems might cost more at first, but it saves a lot of money and makes things work better over time. It makes jobs easier, cuts costs, and helps businesses save money.

Combining Salesforce with ERP systems makes operations cheaper and more efficient in many ways. It helps avoid manual data entry by keeping data consistent and up-to-date. This helps businesses run smoothly and keeps info correct and current.

Businesses can quickly and intelligently make decisions by using real-time data from ERP systems in Salesforce. This is especially helpful for managing inventory and sharing resources. Accessing this data allows businesses to stay on top of their inventory levels and efficiently allocate resources as needed.

By utilizing ERP systems in Salesforce, businesses can streamline their operations and improve overall efficiency. This integration improves data safety during data sharing and gives businesses an edge by making operations better and improving customer experiences. These changes cut down costs a lot in the long term.


Strategy for Implementation

The process of integrating Salesforce with an ERP system does demand strategic planning and a phased execution:

Set Clear Goals

Start by defining what you wish to achieve with this integration. Is it faster order processing, reduced errors in data handling, or improved customer service? Identifying goals helps not only in choosing the right tools but also in measuring the integration's success.

Choose the Right Integration Method

Depending on your business needs, you may choose between on-premise, cloud-based, or a hybrid integration solution. Each has its benefits and can significantly impact the ease and success of your integration efforts.

Data Mapping and Workflow Automation

Precisely map how data will transfer between systems and identify potential bottlenecks. Automate workflows wherever possible to reap maximum efficiency from the integration.

Test and Adjust

Before going live, thoroughly test the integration to ensure data flows smoothly and the system operates seamlessly. Be prepared to adjust processes and mappings based on the findings.


Common Challenges

The integration process can be a drawn-out process if you hit common roadblocks. Get the most out of your ERP software by avoiding these eight common challenges.

  1. Problems with Data Quality: Their information must be the same when using Salesforce and ERP systems together. If it's not, we could make wrong decisions. To avoid this, we should clean the data before connecting the systems and check the data quality often. Tools that automatically find and fix mistakes are very useful.

  2. Issues with System Compatibility: Salesforce and ERP systems usually work differently and use different data formats. Special middleware software helps translate and match data between these systems, ensuring their good working together.

  3. Data Security: Keeping data safe is crucial when connecting Salesforce and ERP systems to prevent new risks from arising. We should follow strong security practices, update them regularly, and check the systems often to keep everything secure.

  4. Complexity in Linking Systems: Connecting systems can be hard and confusing. Hiring experts or using special tools from Salesforce or ERP systems can make this easier.

  5. Cost of Connecting Systems: Linking systems costs money for tools, software, and experts. Being careful with your budget and choosing less expensive options like cloud-based services can lower these costs.

  6. Managing Changes: Sometimes, people who are used to old systems may not like new changes. Training them well and explaining the benefits of the new system can help them adjust. Keeping open communication is important to address any concerns and improve the system based on feedback.

  7. Keeping Data in Sync in Real Time: It is challenging to ensure fast and correct data updates in Salesforce and ERPs. Using integration tools that handle real-time data ensures everything stays current.

  8. Taking Care After Integration: After linking systems, it’s essential to monitor them to ensure they continue working well. A team ready to update, fix issues, and improve the systems is crucial.

Or, You Can Let the Integration Experts Take Care of it For You.

At Venn, working with Salesforce is our passion. We started our company by setting up Salesforce the right way the first time. We've helped dozens of businesses integrate Salesforce with their own systems, and they all have positive things to say. You can check that fact right here.

We want to make things easier for you by taking care of the tough parts of combining systems. This lets your team keep doing what they're great at and also saves you money. If an integration between Salesforce and your ERP of choice would benefit your business, get in touch!


Jacob Schmeichel

About the Author

Jacob Schmeichel

Product Marketing Manager