Oracle E-Business Suite integration with your CRM application(Salesforce, Dynamics, Netsuite, Siebel, etc.) will dramatically improve your ROI on both investments.
At a high level, CRM and Oracle EBS integration will eliminate “swivel-chair” data entry, automate common business processes, increase data accuracy and provide greater insight into your customer base.
When you look to integrate Oracle EBS with your front office, there are four key areas to consider:
- Contact & Account Integration. Both Oracle EBS and CRM contain contact and account information, with EBS acting as the master for billing and shipping addresses and CRM maintaining similar data on prospects and customers. Without integration, contact and account information is manually duplicated, often changed in one system but not the other, and the result is out of date, inaccurate information for one or more of your teams.
- Order and Quote Management. Turn proposals that are created in your CRM into actual orders that are executed and tracked in Oracle EBS.
- Product Integration. Give your CRM users access to the products that are managed within Oracle EBS, allowing sales reps to view or even order from bills of materials.
- Product/Order/Invoice Repository. Provide your sales reps with visibility into Oracle EBS so they can track the status of their customers’ orders and make changes from within their CRM app.
Consider what a lack of integration means to your every day business processes. Accounting functions are handled in Oracle EBS but your sales team currently tracks their opportunities and wins in the CRM system. Without integration these orders must be manually entered into Oracle EBS — errors abound.
Without Oracle E-Business Suite integration your sales team won’t have access to ERP data, meaning they are unable to track their sales from prospect to opportunity to close to invoiced to paid. Since their commissions may very well depend on revenues, not having visibility into the entire sales/payment cycle can be frustrating and costly for the sales rep (underpayment of commissions) and the company (overpayment of commissions.)
…and these examples only scratch the surface when it comes to process issues that your company is facing without integration
When considering Oracle EBS integration, prioritize which objects are most critical to the success of your business, and what type of data each of your teams needs visibility and access to.
Contact a Jitterbit expert to learn more ways that CRM/ERP integration can transform your business.