search icon
Young woman with red hair sitting on the floor of her living room and looking at documents and a tablet

Plan for a successful ERP integration with Sage ERP software

Increase business efficiency and provide better visibility with a strategic ERP system integration framework.

What is an ERP integration?

ERP software is designed to support a variety of business processes, including inventory and order management, accounting, human resources, and customer relationship management (CRM). An ERP system's primary purpose is to automate these functions, facilitating improved resource management to drive efficient growth for the business. 

With an ERP system being at the heart of a business’s operations and processes, it can take quite a long time to bring all the information together and have all departments using it effectively. What starts as a few functional modules can grow into a central ERP system functioning alongside a number of isolated applications. Businesses need to find an ERP implementation strategy that lets them integrate stand-alone applications, creating a united application architecture. 

The need for ERP integration

Integrating your ERP system (which manages finance, inventory, receivables, etc.) with your CRM (which helps to manage sales, service, retention, etc.) is likely to produce ROI improvements on both fronts. 

ERP and CRM integration enables companies to automate manual processes, such as data entry. This can also increase data accuracy and provide better insight into your customer base. 

Common ERP integration pitfalls

While having an integrated business management system can make your business much stronger, companies can also come across some common pitfalls if they don’t follow a systematic approach. 

Real-time vs. batch integration

Using a batch integration process used to be an effective and logical way of implementing ERP software and integrating it with systems used by various departments. However, with ERP systems housing so much crucial business information, this is no longer best practice. 

As businesses have evolved to be more reliant on technology, the ERP software is required to provide data for other systems. If that real-time information cannot be provided due to batch integration, the ERP migration will make operations less effective.

Multiple modules to support

At the start of ERP implementation, businesses tend to install modules from the same ERP provider. As companies and their requirements evolve and grow, they can find themselves adding modules from different providers. Modifying the existing integrations and co-ordinating any additional data transformation can be a tricky and costly process. 

Evolving technology

It’s important for businesses to choose an integration approach that’s future-proof and in-line with evolving technologies, such as cloud-based applications and mobile platforms. It’s valuable to have a roadmap for how evolving technology can be harnessed by your business to counter this integration challenge.

Achieve and ERP Migration

Make sure the ERP integration process is divided into steps, and each stage has specific timelines for completion. To guarantee a seamless migration, assign someone to be responsible for ensuring those deadlines are met. 

The implementation process should be supported by documentation to minimise the chances of encountering delays. Such pre-worked documentation shared by the ERP provider ensures that, as a business, you can hit the ground running and hone in on new opportunities.

Enterprise Management software from Sage

Sage ERP software has been designed to help you perfect workforce and resource management. By tying all the key areas of your business together in one single system, including production, supply chain, and sales you can get reliable insights to ensure you always have the right level of staffing in every department. 

We also offer tailored Enterprise Management solutions to businesses in discrete and process manufacturing, wholesale and distribution, and professional services

Sage Business Cloud X3

International or UK, mobile and web, in the cloud or on-premise - whatever your needs, we offer enterprise management tools to help you simplify complexity and drive growth.

  • A single solution for your managing core business processes including inventory, sales, customer service, finances, and workforce
  • Collaborate across divisions, countries, multiple sites, languages and legislation
  • Manage financial operations with general ledger, cost accounting, and budgeting
  • Control procurement, cash flow and business purchases
  • Get a 360° view of your customers across sales, marketing, customer service and support
  • Ideal for manufacturing, wholesale distribution, and service processes

Get practical business management advice

What is an MTD digital link? Get ready for new guidelines from HMRC

What is an MTD digital link? Get ready for new guidelines from HMRC

Making Tax Digital will change when the 100% digital link rule comes into force. Do you copy and paste data for your VAT? If so, you need to read this.

Read more Read more
CFO 3.0 and cloud financial reporting: A match made in heaven

CFO 3.0 and cloud financial reporting: A match made in heaven

Learn how cloud financial reporting can help CFOs by reducing the chance of errors and minimising manual intervention needed for accounting tasks.

Read more Read more
Cart abandonment: How to close crucial sales on Black Friday and Cyber Monday

Cart abandonment: How to close crucial sales on Black Friday and Cyber Monday

Discover how to reduce the chances of cart abandonment when your customers are shopping online and follow our five tips to help boost sales.

Read more Read more
3 business tech predictions for manufacturers in 2020

3 business tech predictions for manufacturers in 2020

Here are predictions for manufacturers to consider as they plan for 2020, plus tips for CFOs and CEOs on dealing with business complexity.

Read more Read more
How to file a Self Assessment tax return online: A step-by-step guide

How to file a Self Assessment tax return online: A step-by-step guide

Good preparation can help you file a tax return online. Read this for advice on filing a Self Assessment tax return, dates, penalties and expenses.

Read more Read more
5 ways your accountancy practice can change for the better

5 ways your accountancy practice can change for the better

Find out how you can make changes to your accountancy practice now so you can be ahead of the curve - and your competitors - and win more business.

Read more Read more
A guide to CFO 3.0 and digital transformation beyond financial management

A guide to CFO 3.0 and digital transformation beyond financial management

Learn how the role of the chief finance officer is changing in our digitised world and discover what CFO 3.0 means for the finance function.

Read more Read more
How CFO 3.0 changes the game for the finance function

How CFO 3.0 changes the game for the finance function

Learn what becoming a CFO 3.0 means for your role and the finance function and see how technology will lead you to become a visionary within your business.

Read more Read more