How Distributors Can Make CRM Initiatives Successful

NSA Acquires NOVIPRO’s Infor CloudSuite Distribution Business

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Strategic Partnerships that Benefit Wholesale Distributors FOR IMMEDIATE RELEASE Hicksville, NY, April 22, 2024 – NSA Computer Exchange Corp (NSA) is pleased to announce that

NSA WELCOMES ANDREW SOMERSET AS A SENIOR BUSINESS CONSULTANT

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Team Expansion for Superior Customer Service & Support FOR IMMEDIATE RELEASE Hicksville, NY, April 22, 2024 – NSA Computer Exchange Corp (NSA) is pleased to

Inventory Management: Key Questions to Ask

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How Distributors Can Make CRM Initiatives Successful

Integrating a Customer Relationship Management (CRM) system with an Enterprise Resource Planning (ERP) solution is crucial for distributors looking to enhance customer-facing functions.

Traditionally playing a supporting role to ERP systems, CRM now serves as a key integration point for customer-facing functions. Distributors are leveraging CRM in more innovative and impactful ways than ever before!

NSA understands the importance of CRM integration for distributors. Partnering with various CRM leaders, NSA facilitates the seamless integration of CRM with Infor’s CloudSuite Distribution (CSD) ERP solution, designed specifically for distributors. This partnership allows distributors to leverage the power of CRM to improve customer relationships and drive sales.

Although essential for success, integrating CRM software with internal platforms can be challenging. In this blog post, we summarize the findings from “Distribution Strategy Group” on this topic and NSA’s role in elevating the customer experience.

Article Highlights and Tips for a Successful CRM:

Approach the implementation as a business-focused project rather than an IT-focused one. Create an avenue for business operations, sales, IT, and everyone to work collaboratively.
Take the time to clean and categorize your ERP data, and understand the interplays between all the software that will integrate with the CRM. Remember, “clean data in, clean data out.” Possible data categories are financial data, customer data, and product data.
Identify stakeholders from various teams to map out how they will utilize a CRM tool to streamline operations and promote business growth.
Selecting the right CRM implementation partner is one of the most important steps to a successful CRM integration. Ensure the chosen CRM has the capabilities to meet your distribution business needs.
Build a phased implementation plan and learn from failures to achieve faster results in the long term. Determine what’s working well, what needs to be improved, what data’s missing, and so forth until all the issues are corrected before rolling out the CRM for company-wide use.
Follow stringent data governance practices by making administrative tasks easier by utilizing dropdowns and validated fields and limiting text fields. Allow your sales team to focus on what they know best – SALES!

The ultimate goal is to achieve a 360-degree view of customer data and seamless collaboration between operations, sales, and marketing. Full CRM integration allows you to see the true value of the CRM within a suite of solutions.

As part of our NSA PLUS+ offerings, NSA partners with CRM leaders to deliver successful CRM initiatives. We invite you to reach out to us if we can be of assistance with your CRM integration plans for 2024.