In today’s fast-paced business world, educational organisations are constantly looking for ways to streamline their operations and improve the student experience. CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems are two of the most important tools used by institutes to achieve their business goals. However, the real magic happens when these systems are integrated, creating a unified platform for managing student interactions, marketing, and operations. In this blog, we’ll explore the reasons behind the need for CRM and ERP integration, and the benefits it brings to organizations. From improved data accuracy to increased productivity, we’ll highlight the key advantages of seamlessly integrating these two systems.
Quick Read: Admission CRM vs ERP Software for Schools
What is an ERP Software?
Enterprise Resource Planning or ERP softwares are legacy systems, primarily designed to stack the details of enrolled students and manage their post-admission lifecycle. Coming into action when the role of a CRM ends, ERP softwares enables educational organisations to update attendance, allocate timetables, release circulars, track homework submission, and schedule PTMs. Limiting the school’s capabilities to only perform the aforementioned functional activities, ERP softwares do not help educational organisations in scaling their business.
What is an Admission CRM?
A CRM (Client Relationship Management) is a unified platform that works as a laser-focused solution for institutes to manage and scale their admissions. Exclusively designed to streamline the complete pre and post-admission journey, right from the parent touch point to enrolment. A CRM allows you to not only maintain a healthy and long-term relationship with parents but also solves the bigger problem for educational organisations – their teams working in silos with a major dependency on multiple systems leading to higher marketing costs, less visibility across the teams, poor parent experience, stagnant business growth, etc.
What is CRM and ERP Integration?
The integration of a CRM system with an ERP system can bring significant benefits to educational businesses of all sizes. By combining the power of these two systems, educational businesses can improve student relationships, increase efficiency, and boost their team’s productivity.
What are the Benefits of CRM and ERP Integration?
Now that we are clear with the understanding of CRM and ERP integration, here are some benefits of implementing the same for your educational organisation-
360-degree View of Students
One of the key benefits of CRM and ERP integration is the ability to gain a 360-degree view of customers. By integrating customer data from both systems, businesses can access a complete and up-to-date view of their customers, including information on their purchases, interactions, and demographics. This can help businesses to better understand their customers’ needs and tailor their products and services accordingly.
Consistent Information
The ability to access consistent information works wonders! By integrating these two systems, educational organisations can ensure that customer data is accurate and up-to-date, reducing the risk of errors and inconsistencies. This helps in making better-informed decisions and improving overall customer service.
Better Employee Collaboration
The integration of both tools also improves employee collaboration. By providing all employees with a unified platform to complete all their tasks and access the same customer data. This helps businesses in ensuring that everyone is working towards the same goals and objectives. This can help to improve teamwork and boost productivity.
Increas Mobility with CRM and ERP Integration
The integration of ERP and CRM systems also increases the mobility of the business. With the integration, businesses can access customer data and perform tasks from anywhere, at any time, which can help to improve efficiency and reduce downtime.
Reduced Training and IT Overheads
CRM and ERP integration can also help to reduce training and IT overheads. By using a single system for customer data management, businesses can reduce the need for multiple systems and training programs, which can help to lower costs and improve efficiency.
Improved Efficiency
Another major benefit of using the integration is the efficiency that comes along. By integrating the two systems, businesses can automate repetitive tasks, such as data update and report generation, which will help in optimisation and prioritising important tasks.
Accurate Predictions
Businesses can have access to a huge amount of data and can use it to make accurate predictions about customer behaviour, purchase patterns, and market trends. This can help businesses to make better-informed decisions and improve their competitive edge.
Boost Customer Relationships
Finally, the integration of ERP and CRM systems can help to boost customer relationships. By providing customers with a seamless experience and quick response to their enquiries, businesses can increase customer satisfaction and loyalty.
CRM and ERP Integration: Final Takeaways
In conclusion, the integration brings significant benefits to educational businesses of all sizes. By combining the power of these two systems, businesses can improve customer relationships, increase efficiency, and boost productivity. It offers a complete and up-to-date view of customers, consistent information, improved employee collaboration, increased mobility, reduced training and IT overheads, improved efficiency, accurate predictions and boost customer relationships. Switch to Meritto’ (formerly NoPaperForms) Education CRM today and experience the power of one.
