CRM-ERP integration for seamless sales and quoting processes
Secure the interplay between CRM and ERP with LOGIN software and benefit from real efficiency gains.
CRM & ERP: Working together instead of side by side
CRM and ERP systems perform essential tasks. However, unnecessary inefficiencies often arise precisely at the interface between sales, quoting, and business processing. Data is maintained multiple times in different systems, information is missing at crucial moments, or has to be gathered manually. Processes are too slow, error-prone, and opaque.
Login Software connects CRM and ERP systems so that information is available in a single system – exactly where it's needed in daily operations – from initial customer contact to quote creation and beyond.
CRM-ERP integration: Seamless processes instead of system breaks
A well-designed CRM-ERP integration ensures that sales-relevant and business information is available across systems.
Sales representatives access up-to-date data from the ERP system within the CRM, quotes are based on consistent information, and downstream processes can continue without re-entering data. This results in clearer workflows, improved data quality, and significantly less manual effort.
At the same time, transparency regarding customers, processes, and key performance indicators (KPIs) improves—a crucial foundation for management, forecasting, and strategic decision-making.
CRM & ERP: Side by side instead of together?
In practice, it's rarely about a single interface. What's crucial is how information flows between CRM and ERP along specific processes. The following scenarios illustrate where integration makes the biggest difference in day-to-day sales operations.
CRM-ERP integration in more complex sales processes
Whenever offers are created individually, pricing logics are complex, or several departments collaborate, the integration of CRM and ERP becomes a crucial success factor.
This connection is particularly relevant for companies whose sales processes are organized across multiple steps, stakeholders, or systems. This applies especially to industrial companies, technically oriented B2B organizations, and providers of products or services that require explanation.
Flexible CRM-ERP integration via REST APIs
The technical basis of modern CRM-ERP integrations are so-called REST APIs. They enable the structured and secure exchange of data between systems in real time or at defined intervals.
Login Software uses its own integration framework to clearly control data flows, reduce sources of error, and seamlessly connect systems. Instead of individual, standalone solutions, a robust integration architecture is created that remains stable in the long term. For you, this means:
- Rapid implementation
- Low costs
- High flexibility for adjustments and expansions
- Clean separation of systems with close integration
Login Software: Personal. Reliable. Technically strong.
CRM-ERP integration is not a standard project. Every system landscape, every sales process, and every organization brings its own unique requirements. LOGIN Software originates from the ERP environment and therefore possesses a deep understanding of business processes, data structures, and system logic.
This perspective is crucial for successful CRM-ERP integrations: Many challenges arise not within the CRM itself, but in its interaction with ERP processes such as pricing logic, product structures, and order processing.
Instead of isolated interfaces, LOGIN develops integrations that truly bring both worlds together – both functionally and technically.
Free downloads for your CRM success
Many CRM initiatives fail not because of the technology, but because of a lack of preparation. Our checklist for industrial companies provides the foundation for informed decisions – before you invest in systems.
What you can expect in the download:
- Strategic clarity: Clearly define goals, business case, and management support
- Processes & data under control: Structured analysis of sales, marketing, and service processes, as well as data quality
- Technology & integration: Targeted preparation of the system landscape, ERP integration, and automation
FAQs about CRM-ERP integration
Which ERP systems can be connected?
Login Software has experience integrating various ERP systems, including SAP, Microsoft Dynamics Business Central (formerly NAV), Infor, Oxaion, and proALPHA. However, the specific system is not the deciding factor; rather, it's the integration objective: Which processes need to be supported? What data is required? Based on this, Login develops an integration architecture that seamlessly integrates into your existing system landscape – regardless of the ERP system used.
What exactly is connected during a CRM-ERP integration?
Typically, customer and master data, article and price information, as well as offer and order data are synchronized or made available between the two systems.
Can an existing ERP system be connected?
In most cases, yes. Integrations can be incorporated into existing system landscapes without having to replace an ERP system.
Is integration possible even with established structures?
It is particularly useful in this context. Individual interfaces and integration approaches make it possible to meaningfully connect existing systems.
Which processes benefit the most?
Especially sales-related processes such as lead-to-quote, offer preparation, order handover, as well as reporting and forecasting.
Login Software: Our customers
