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Syncing your distribution CRM and ERP for accurate revenue
attribution and ROI reporting
Rick W
/ Categories: Business Intelligence

Syncing your distribution CRM and ERP for accurate revenue attribution and ROI reporting

Syncing your distribution CRM and ERP for accurate revenue attribution and ROI reporting

If you work as a sales leader in distribution, a deal is usually counted by finance when the invoice goes out or the payment is received. Yet, if you use a generic CRM system, the sales win is often recorded as soon as the rep gets off the call with the new order. The CRM shows the original deal value. The ERP holds the details of what actually happened.  For a distribution sales leader, that gap makes it harder to judge performance. You can see what the team has won, but you still need another report to find out what was invoiced, what remains outstanding and how much margin the sale generated.  

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