ERP/CRM Integration Benefits for Executives
Easily create reports and dashboards to track key performance indicators (KPIs). Combine actual sales performance from the ERP system with key activities and sales funnel information, giving you a clear picture across a territory, branch, region, or an entire organization.
View sales data such as orders, quotes, and invoice data, from any device that has a web browser.
The extensive data analytics available through our ERP integration provide a high level analysis of sales, profit, margin, and unit sales starting at the company level. The comprehensive filtering and drill down capabilities allow you to explore much deeper levels of analysis with details of region, territory, branch, salesperson, account, product group, vendor, and item. Not only do you have the ability to look at current sales, you also have access to the prior two years of history and extensive capabilities for analyzing that history, such as custom date ranges, month-to-date, year-to-date, period based sales, and rolling trends.
Automated email alerts let you know when an event has taken place within the ERP system, such as a key prospect receiving a quote or placing an order or a list of orders that are past their required ship date.
Increase sales using Gap Analysis to quickly identify customers that are not buying product lines which they should be buying based on their purchase history of other complementary products and/or customers whose purchases have dropped off in certain lines or categories, and create marketing campaigns and strategies targeted at those specific accounts.
Create a structured process for developing and using sales goals through the use of our Sales Planning module. Set sales goals by region, territory, branch, sales person, or account, as well as create sales goals by product or revenue category, and then easily compare your actual earnings to your goal earnings for sales, margin, and profit throughout the year. This information is not only available to executives, but to sales people as well, allowing you to create a goal planning strategy that drives visibility and accountability throughout your sales team.
Stop losing visibility to the quotes that your sales team has created! Tour de Force provides the tools that you need to manage and track your quoting process in a more efficient manner.
ERP/CRM Integration Benefits for Sales People
Easily access a wide range of sales-based business intelligence that will allow you to spot customer specific sales trends and take appropriate action.
View sales information such as orders, quotes, and invoice data, from any device that has a web browser.
All Accounts and Contacts are automatically synced between the ERP system and the Tour de Force database, giving you quick access to all of your key Contacts, whether you are in the office or on the road.
Automated email alerts let you know when an event has taken place within the ERP system, such as a key prospect receiving a quote or placing an order, or a notification stating that a list of orders are past their required ship date.
Access a full 360° view of customer accounts at all times. Everything related to an account, such as sales data, email communications, opportunities, activities, and tasks, is available in one place.