Invoicing is a hot topic for every company, because today we try to simplify management and to have a 360-degree view of everything related to accounting. Furthermore, corporate teams are becoming increasingly liquid and even those who do not work with accounting are required to be aware of it, even indirectly.

In order to unify and harmonize information flows, we need a central system that integrates the existing systems. A single access point that collects and exposes data from all company systems.

Let’s take an example of a team that deals with sales and marketing. How can a team working with pipelines of new and potential customers view the accounting situation of the same customers at the same time?
Below are the advantages of integrating order and invoice management software with CRM systems.

CRM and order management

CRM software is used by a company to manage relationships with its contacts and customers, by tracking and collecting various information. These are for & nbsp; guide the sales force to plan and execute commercial actions, as well as to improve customer retention and manage the customer in a more targeted way.

As regards the management of accounting and billing, among many other data, there are ERPs, an acronym for Enterprise resource planning, that is, planning of business resources and allows you to effectively keep productivity and finance under control.

CRM and ERP are therefore two solutions that ideally could be integrated, because with the first (I have more information about the customer and) activities are better organized and a greater number of commercial negotiations are closed, while with the second one manages the sales order and the entire process of fulfillment, invoicing, collection and accounting.


One of the advantages is certainly the transparency and ease of access to data. Thus, all employees can access the customer’s invoice and payment history, useful for example for adopting different and customized customer retention strategies.
A greater presence of data also allows you to create more accurate reports. This results in many benefits including better financial planning and cash flow optimization.

Savings on business costs. Savings on business costs are also not to be forgotten. The company can achieve many savings thanks to the integration, which allows to standardize the flows in a single system, speeding up management. For example, the integration between ERP and CRM allows for better management of offers and orders: the company can convert the offer created and issued with the CRM directly into order in the ERP, using the same system and saving time and money. < / p>

Improved customer service. Finally, another benefit is improved customer service. CRM becomes a useful tool for grouping the information obtained in the sales phase. And the combination of this information with economic indications such as the annual expenditure towards your company, their most recent purchases, credit limits, uncovered invoices, allows you to have a truly complete picture of the individual and his company. When it comes to the integration between ERP and CRM, it is evident how this allows a 360 ° view of its customers, understanding the customer’s loyalty, his preferences and his economic potential faster, so that marketing can convey the message for him. fairer, and customer service can anticipate problems.