Magazine article CRM Magazine

It Paradise: Integrating CRM with ERP

Magazine article CRM Magazine

It Paradise: Integrating CRM with ERP

Article excerpt

Cosa Instrument's chemical and process control systems are used across a wide range of industries for many reasons. "We sell to almost every manufacturing company there is," says CIO Darryl Nitke. "If they have a smoke stack, we probably sell to them." Unfortunately, as diverse as Cosa's customers are, so was the firm's IT infrastructure. The redistributor was using Salesforce.com for CRM, Microsoft Great Plains for ERP, and two other solutions for accounting and email. "Everything was piecemeal, nothing worked together. It was driving our sales force crazy."

To get the entire IT department flowing in the right direction, Nitke retooled Cosa's back-end infrastructure--servers, databases, and directories--all on Microsoft for easy integration with Great Plains. But when Microsoft informed Nitke that Microsoft CRM 1.2 would integrate into Great Plains as well, "we were like, my God, that's the nirvana," he says.

Cosa also turned to CRM consultancy Infinity to help establish some best practices, and keep the rollout as smooth as possible, understanding that Microsoft 1. …

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