ERP Integration

The single biggest advantage of Tour de Force CRM over our competitors is the strong integration to your ERP system.  No other CRM software can compare to the information we make available to your organization through the Tour de Force Business System Integration (BSI) Module.  The BSI Module has been designed based upon 10 years of experience integrating to over 30 different ERP systems.

The success of any sales organization depends on having reliable information, and on having immediate access to this data in order to make solid business decisions.  ERP integration takes Tour de Force CRM above and beyond the functionality of typical Customer Relationship Management and Sales Force Automation software solutions.  The BSI Module gives an organization the ability to analyze sales performance, as well as analyze sales trends that occur at multiple levels across the organization.

Benefits of CRM with ERP Integration

-          Increase the efficiency and effectiveness of your sales team by giving them one place to review all sales history for their customers.

In a CRM with ERP integration, your sales team can easily view their customer’s sales history and open and closed orders, giving them the key information they need to approach every customer interaction.  Having sales data located alongside your CRM data also gives a sales person the ability to be able to identify sales trends and best practices.

-          Increase your sales by using extensive Gap Analysis capabilities to identify sales opportunities based on prior purchase history.

The Gap Analysis feature of Tour de Force CRM allows a company to easily analyze sales patterns to uncover sales opportunities with their customers.  A common use of the Gap Analysis feature is to analyze sales of a product/revenue group to uncover opportunities within related product/revenue groups, and focus on the Accounts who qualify with a targeted email or direct mail campaign designed to drive new or increased sales.

-          Save time with extensive data analytics that make it easy to create and export custom reports.

The extensive data analytics available through our ERP integration capabilities provide a high level analysis of sales, profit, margin, and unit sales starting at the company level.  The comprehensive filtering and drill down capabilities in Tour de Force CRM allow a user to drill down to much deeper levels of analysis with details by region, territory, branch, sales person, account, product group, vendor, and by item. Not only does the BSI Module give you the ability to look at current sales, it provides two years of history and extensive capabilities for analyzing that history, including custom date ranges, month-to-date, year-to-date, period based sales, etc.

-          Effectively set goals for your sales team with sales planning capabilities.

The Sales Planning Module of Tour de Force CRM gives a sales management team the ability to use a structured process for developing and using a sales strategy.  A manager can enter sales goals by region, territory, branch, sales person, or account, as well as create sales goals by product or revenue category.  The Sales Planning Module also allows a user to easily compare actual vs. goal for sales, margin, and profit goals.

-          Save time on database maintenance with a CRM that syncs your ERP contacts.

When a new customer is added to your ERP system, or existing customer records are updated, the BSI Sync feature of Tour de Force CRM automatically updates those records in the Tour de Force CRM database.  This removes the need to manage two separate databases of Accounts and Contacts, and ensures that your customer database in Tour de Force CRM is always up to date without the need for user intervention.

“We chose Tour de Force CRM because of their in-depth knowledge of our industry. Their extensive integration to our ERP system, Epicor Eclipse, drives instant value to our sales organization.  They are a partner that listens to our needs and rapidly responds to them.”

Rich Hamer
Vice President of Operations
Steiner Electric Company