For many businesses, customer data is divided between two sources of truth: an Oracle ERP, used by back office and supply chain professionals, and a Salesforce CRM, used by the front office team. What if you could connect your Oracle ERP and Salesforce CRM to create a single source of truth for both teams?
Let’s see what it looks like in action!
For example, let’s say a customer reaches out to reduce their standard monthly order due to financial constraints. Your fulfillment team can look up the active order in your Oracle ERP, update the number of parts in the order, and document the reason for the change. In the past, that update might have never made it to Salesforce because the data had to be rekeyed manually. With CRM-ERP integration, that information can be synced with CRM and visible for your sales team in real-time.
How does it work? First, the names of objects and fields from both Oracle and Salesforce are mapped and transformation rules are created to ensure both platforms can interpret and present the same set of data. Once the integration is turned on, when a sales professional searches the order number in Salesforce, they’ll see the updated order totals without any manual data transfer or wasted time making inter-office calls or emails. That means better visibility, increased productivity, and more customer-friendly account management.
Intrigued by what you see? Want to know more? Let’s get a conversation started about connecting your enterprise!
To learn more, visit: https://info.sofbang.com/webinar/engage-customers-enable-sales