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Experience witt quotes/order in CRM to ERP

Arie Looije

Does any one have experience with including the ability of creating quotes/orders in CRM (based on product, allocations, prices etc from ERP) and submitting the created quotes/orders back in to ERP? 

For us this is an often requested and missed functionality and could boost the adoption on sales reps significantly.  

The reason I want to explore this option is to avoid that another app is implemented. 

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  • Hi Arie,

    As mentioned by  , the synching of product catalog from ERP to CRM and synching of Quotes from CRM to ERP is a common ask. 

    Typically the master for product catalog is ERP and the master for Quotes is CRM. 

    You can further improve the usability of CRM by pushing the Quotes Won from CRM to ERP and creating a Sales Order in ERP.

    Ram Kumar LK

    Sr Solution Architect

    https://www.bhea.com

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  • Hi Arie,

    As mentioned by  , the synching of product catalog from ERP to CRM and synching of Quotes from CRM to ERP is a common ask. 

    Typically the master for product catalog is ERP and the master for Quotes is CRM. 

    You can further improve the usability of CRM by pushing the Quotes Won from CRM to ERP and creating a Sales Order in ERP.

    Ram Kumar LK

    Sr Solution Architect

    https://www.bhea.com

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