 Hi, and welcome to this webinar. Today, we're going to talk about the benefits of integrating your ERP system with SuperFace CRM and how you can get a 360 degree overview of your customers with synchronized data that is easily accessible to everyone in the company. So we will start by talking a little bit about ERP and CRM and what's the difference between the two systems. And then we will give you some good reasons why you should integrate your CRM system with your ERP system and show you some examples of different types of data. And then we will talk about the integrations and apps that you can find in our app store. And finally, how to get started and where to reach us. My name is Jeanette, and I work as a customer experience operative in our CX team in SuperFace. And our goal is to help you to get the most out of your CRM solution by showing tips and tricks, like in these webinars, new opportunities, and processes. And if you have any questions during the presentation, you can use the chat if you log in with your Google account. And of course, you're welcome to send us an email or contact your contact person in SuperFace directly. We will send out a follow up email with some more inspiration and a link to the webcast if you miss parts of this, or you want to share the presentation with some colleagues. And if you have any questions or feedback, you can respond to that email as well. And remember to subscribe to our YouTube channel and hit the bell to be notified when we're live or publish a new video. So let's start by talking a little bit about the differences. It's very common for companies to keep their product and pricing information in an ERP system while using a CRM system to keep all their customer related information. And the reason for keeping CRM and ERP apart is that the two systems support very different business processes. They're built differently and they have different strengths. And your ERP solution is a back office system. It automates and manage back office activities such as accounting, purchasing, pricing, transactions, and reports. In the meantime, CRM is a front office system that streamlines customer interactions, manage sales pipeline, customer support, and tracks customer information. And both systems serve the customer. Both systems improve productivity and streamline processes. And each product works well on its own. But there's a huge potential to increase your ROI when the two get integrated. For example, although you keep most of your customer data in your super office solution, you might also have some customer data in your ERP system. And this means that people in your company work with two sets of data and need to spend time on updating the same data in both systems. That isn't very productive. So integrating both systems not only gives the users a better customer experience, but it also streamlines the way everyone in your company works. And here are the six main reasons why you should consider integrating the two systems. And the first one is to save time and increase productivity, because let's face it. Not only is it tedious and boring for people to repeat doing the same thing twice, but it also negatively affects overall productivity. And what all businesses want is to save time. And by integrating your CRM and your ERP systems, you won't have to enter the same information into more than one system. And the second thing is to reduce the number of errors in your database. Because when you're doing the same boring tasks over and over again, chances are you'll start making errors. And it's rather easy to accidentally copy and paste information into the wrong field or when copying you may omit some information and miss a letter or a number. So reducing the potential sources of errors means you'll make fewer of them. Another great thing is that you can improve the way you do quotation. And here's a typical scenario where you have a salesperson that first has to create a quote in one system, then use another system to track and manage a sales opportunity. And then you need to use both systems to finalize a quote and then enter the same information again to produce an order. At worst, such a process results in poor customer experience and more so using two systems may lead to costly errors, especially if a sale or discount calculation is not right. So by automating this process, it will free the salesperson to do more valuable things and provide the customer with a more professional experience. Another reason is that you can give your marketing and sales teams more tools. Because when sales reps don't waste time on fighting the systems, they can instead focus on finding and working with new sales opportunities. And most salespeople rather be out talking to and understanding the customer's needs rather than spending time entering data into systems. And especially if they have to do it more than once to finalize an order. So just imagine how many more sales could be closed if the accompanying processes were automated. You will also help your customer service team to excel because the ability to give your service team access to all relevant customer information in one place is a great thing. Instead of having to log into other programs or ask people just to find basic customer information, you can equip your service team with tools that will help them respond better and faster. And once again, if a customer has to repeat his or her problem to more than one person, simply because they don't have the right information, then you're not creating a good customer experience. And eventually you may end up with a whole lot of dissatisfied customers. And finally, you want to be able to create a better customer journey because success in business boils down to your ability to offer your customers a better customer journey than your competitors. And it means you'll have to ensure that doing business with you is easier and more professional. And this could only be achieved if your teams are not working in information silos. And when everyone has access to information and can perform their task efficiently, the overall customer journey tends to improve significantly. In fact, if you ask your customers what they would like to see improved in the way they experience your company, you're likely to find that most of their suggestions are in one way or another mentioned in the six reasons that I've talked about here. Integrating CRM and ERP systems is the most common form of integration our customers do. And with plenty of modules, apps and customized integrations available, there are different ways you can efficiently link your front end with your backend systems. And in order to help you choose between a standard integration module and a customization, let's first discuss what you can integrate and what it offers to your business. And there are different ways to integrate your super office and your ERP system. And integration means letting data flow between two or more systems so that you can reuse the data in other systems. So synchronized data can help in various business situations, such as selling, invoicing and customer service. An integration between a CRM and an ERP system can, for example, be synchronizing customer contact data. And a synchronization is the most common form of integration. A sync engine regularly copies customer data between the CRM and the ERP, making both systems contain the same data. And this means that you only need to update data fields in one system. And synchronization reduces errors and improve the value of the customer database. In addition to the customer data, you can also synchronize key figures, such as payment terms, discount terms, total sales to date, currency, balance limit, credit rating, and having access to such information in this ERM system helps sales and marketing people to make the right decisions before starting a new project. Similarly, having access to such information as invoice history and outstanding orders, especially useful in sales or customer service situations where a complete picture of a customer is required. And instead of importing this type of data, it's more common to present it in SuperFace as a report viewed in a dedicated web panel. And this way, modules or apps will provide your customer-facing staff with a complete customer overview, all without starting a complex integration project. You will also be able to synchronize product and price information. And many of you have discovered the benefits of using the built-in quote feature in SuperFace. And this lets any sales rep create a quotation directly from SuperFace ERM. And this feature contains a product and a price list inside of SuperFace, which is used when creating a quote. And it's perfectly possible to do a one-time import or manual create or update this list in SuperFace settings. However, if your company has long and complex product lists, if your prices change frequently, or you need a warehouse status before creating a quotation, then you need a tighter integration between your ERP system and SuperFace. And this is when a quote connector comes in handy. A quote connector allows you to look up the current price of a product in your ERP system and add it to SuperFace quote in real time. So this means that even though a salesperson only uses SuperFace ERM to create a quotation, in reality, he or she gets the price information directly from the ERP system that holds the master information. And this form of search and fetch integration makes the best of both systems. And the final type of integration is sending an accepted order from SuperFace quote into your ERP system. Regardless of whether you use SuperFace price directory or a quote connector, you want to avoid entering the same information into different places just to invoice the customers. And instead, you can automate this task by letting the system send the information from the CRM ready to be invoiced in your financial system. And as you've seen, there are many benefits of integrating your CRM and ERP systems, like automation of processes, easy exchange and seamless overview of customer data to mention a few. And if you need help choosing the right integration for your business, we have plenty of local partners that offer modules and help with integrations. And they are listed as partners on our website. And also for those of you who are on SuperFace CRM online, users may see which ERP integration modules are available in our app store. And in our app store, you will find over 100 apps and we keep adding more. And this is standard apps, modules and integration. Some are free, some are paid and some are with subscription. So you can find different systems here which you're already using today. And we have a separate section for ERP and another for quotes. So if we press see more, you will get a full overview of all the different integrations we offer for the different ERP systems. So if you want to read more about a certain integration, just select the one you want. And you will have more information here. You have description about the app and the key features. You will have the prices and terms and how to install. And then you can just press sign up and then you will connect SuperFace with Visma. And then you will be contacted by the partner and this case, Keyforce, which will follow up and talk to you about the consultancy and the help to set up the system. So in this example, still from Keyforce, we can see how this looks like in SuperFace. So after we've signed up and everything's ready to go, everything's set up, this is how it will look like inside of the company card. So here we have the ERP tab, where we have some more information. And this pulls information from your ERP system with your preferred fields. And when we configure the solution, we need to map the fields between the CRM system and the ERP system. So as you can see here, we have the customer tab, we have the supplier tab and we have the contact tab. So here there's different fields, which we can then either sync one way or both ways. And then we connect to the fields in SuperFace and we decide if it's going to show in the ERP tab or not. And it's possible to do this on your own if you're a bit technical and know the setup of your ERP and CRM. But it's advice to do this with Keyforce and their consultants as they have plenty of experience and we'll use their mapping tool to make sure all goes smoothly without much manual work. And it will also save you time and avoid duplicates and errors. And once this is set up, you will have all the information inside the tab that's called online reporting, which you can find here. So in this view, we will get an overview of all transactions and we can search, we can change type of transaction and we can search for different periods. You can also see by seller history. And if we click on a specific invoice, we will see all the details in this view. You also get an overview of key figures in the side panel, like the summary and the sales per year, orders and by due dates. And in this video, you will see an example of the integration with ERP quote and digital signature by Keyforce. And these are separate products and apps, but it will give you a good idea of how you can streamline your processes for you and your team. And like we've seen here, there are many benefits to integrating CRM and ERP and automating your processes. And if you haven't done it already, it's time you evaluated how the lack of integration affects your everyday business processes. When your sales, finance and customer support teams work in information silos, it can result in wasteful manual processes and trying to quickly get the right information from two different systems is not an ideal way to work, not to mention the amount of errors it can lead to. Without integration, your salespeople won't necessarily have access to the ERP application. And this means they won't be able to track their sales from the prospect stage to opportunity from close to invoice and then finally paid. And the lack of visibility into the full sale cycle can be costly both for the sales rep and the company. And similarly, it can be costly to give salespeople full access to your ERP application as they would first need the license, then the training to learn how to use it to find the information. And these examples only scratch the surface when it comes to issues your company could be facing without a CRM ERP integration. And integrating super office with an ERP system is the most common form of integration our customers do. As there are plenty of modules and apps and customized integrations available. However, there are things to consider before implementing an ERP CRM integration as it's not a case of clicking next, next and finished. You might be considering quote or digital signature or customization. And there are many different apps and integrations in our app store with different features as well. So you can also contact us to learn more about the different ways an ERP CRM integration can benefit your business, talk to your contact person in super office or get in touch by using the contact form which we link to in the chat. And there are many local partners that offer the modules and help with integrations and you will also find plenty of information in our app store. However, if you can't find what you're looking for then contact us and we will help you or connect you with the right partner for chat or demo. So that's it for today. I will send you an email shortly with a link to the webcast, some tips and a short survey. So I hope you have a minute to give us some feedback there and remember to like and subscribe to our YouTube channel for more tips and videos. Thank you so much for joining us and have a great day.