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Why Is Integrating Your ERP and CRM to a DMS Important?

Jemina Boyd November 1, 2021

Why Is Integrating Your ERP and CRM to a DMS Important?
ERP Integration
Growing businesses need robust software applications to achieve their goals. They must have enterprise resource planning (ERP) software for accounting and customer relationship management (CRM) systems for sales and marketing. The problem is having multiple systems makes it difficult to coordinate departments and manage data that’s scattered in separate databases.

Fortunately, integrating ERP and CRM solutions to a document management system (DMS) like PaperSave fixes such issues, and here’s how.

Remove information silos

Your company may generate data at a rapid pace, but managing it all can be complicated without a unified system. Processing purchase orders via different software, for instance, may take longer to complete because it involves forwarding documents to multiple departments, people, and software. Also, segmented systems mean your staff often has to enter the same data more than once, which only increases the likelihood of errors.

Integrating with DMS makes your company run more efficiently by consolidating your data in a central location. This way, staff will have access to data that’s consistent across the company. DMS even offers advanced document retrieval features, enabling users to quickly locate files with a simple search query and seamlessly coordinate with other teams.

Reduce costs

A fully integrated system reduces the costs associated with managing multiple disparate software. For one, there’s less upkeep and troubleshooting involved when your enterprise applications are working as one cohesive unit. Employees don’t have to waste their time on tedious data entry and retrieval thanks to DMS software. Finally, integration with cloud DMS reduces paper usage and server costs because files are stored in remote data centers that have practically limitless storage space.

Increase security

Siloed software applications are also particularly concerning from a security standpoint. Data access privileges are much more difficult to control between platforms. This often means your company will need to invest in more security measures to ensure the privacy and integrity of your documents. Failure to do so can put you at risk of data leaks and noncompliance with industry regulations like PCI DSS.

Integrating your systems to DMS is key to better security and compliance. By keeping everything in a central repository, it’s much easier to keep an eye on your data and set access restrictions. What’s more, DMS software gives you access to advanced threat prevention tools and encryption systems to protect your most sensitive assets from increasingly sophisticated cyberattacks.

Enable workflow automation

The best part of a unified system is that it lets you automate various processes. Instead of manually distributing documents between relevant staff members, you can design workflows that route documents to the right people and remind them what to do.

For example, incoming invoices captured by your DMS software feed data directly to your ERP system so they can be approved and paid on time. You can even automate the many tedious processes that go into client onboarding and order processing when you combine CRM software with DMS. This streamlines multistep processes throughout your business, reduces mistakes, and frees up your staff to focus on higher value-added tasks.

Get robust insights

A centralized database doesn’t just make it easy to manage files, it also lets you derive meaningful insights. DMS stores a rich collection of financial information, order details, client records, and other documents that can be used by ERP and CRM systems to generate comprehensive reports. Data can be used to track sales performance and customer purchasing habits in real time so you can identify potential revenue-making opportunities. Meanwhile, access to financial records and customer data enables you to forecast company growth and make informed strategic decisions.

Ultimately, segregated applications are a bane to company growth. DMS integration simplifies data management and prevents process bottlenecks so your business can grow without any limitations.

PairSoft is a cutting-edge solution that works seamlessly with leading enterprise software like Sage Intacct, Blackbaud, Dynamics 365, and more. Schedule a free personalized demo today to learn more about PairSoft integrations.

Jemina Boyd

Jem Boyd has 10+ years of ERP strategic marketing and implementation experience across a variety of platforms. She specializes in developing PairSoft's platform relationships as well as campaigns with Microsoft, NetSuite, Sage, and Blackbaud. She is based in Nashville.

View all posts by Jemina Boyd
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