External erp integration with salesforce crm
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Presenting this set of slides with name External ERP Integration With Salesforce CRM. The topics discussed in these slides are Planning, Integration, Processes. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.
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Content of this Powerpoint Presentation
Description:
The image depicts a PowerPoint slide outlining the integration of an external Enterprise Resource Planning (ERP) system with Salesforce CRM. The slide is structured to showcase the synergy between cloud or on-premises ERP solutions and Salesforce's platform, emphasizing the workflow and common back-office processes that can be optimized through integration.
The slide is divided into four main sections:
1. Cloud or on-premises enterprise resource planning solution:Â
This section is likely meant to detail the ERP system's features, including supply chain management, order fulfillment, and product and price book management.
2. Salesforce platform:Â
It illustrates how the Salesforce platform can be used, mentioning standard and custom objects like accounts and contacts, and possibly custom applications using Einstein AI.
3. Common Back Office processes:Â
This part of the slide refers to shared back-office processes between the ERP and Salesforce, such as product pricing and quoting, order management, financial data visualization, and analytics.
4. Integration:Â
This final section probably highlights the technical aspects of integration, such as API gateways and the workflow between the two systems.
Use Cases:
The slide can be utilized across various industries for presentations on digital transformation and system integration:
1. Retail:
Use: Streamlining inventory and customer relationship management.
Presenter: Systems Integration Manager.
Audience: Management, IT staff.
2. Manufacturing:
Use: Integrating supply chain data with customer service insights.
Presenter: Operations Director.
Audience: Supply chain managers, sales team.
3. Technology:
Use: Demonstrating the integration of software solutions for enhanced customer management.
Presenter: CRM Consultant.
Audience: Tech support, sales force.
4. Healthcare:
Use: Connecting patient management systems with CRM for better patient engagement.
Presenter: Healthcare IT Specialist.
Audience: Hospital administrators, care coordinators.
5. Finance:
Use: Integrating financial planning resources with customer data for personalized services.
Presenter: Financial Systems Analyst.
Audience: Financial advisors, customer service reps.
6. Education:
Use: Merging student information systems with CRM for recruitment and retention efforts.
Presenter: Admissions Director.
Audience: Admissions staff, marketing team.
7. Telecommunications:
Use: Synchronizing network management systems with CRM to improve customer service.
Presenter: Network Operations Manager.
Audience: Customer service agents, network engineers.
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External erp integration with salesforce crm with all 2 slides:
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