In this article, learn what ERPs are, how they work, and how to use them to optimize the management of contacts, transactions, and data. You’ll also find practical use cases to enhance your operations.
What is an ERP?
ERP stands for Enterprise Resource Planning, a system designed for business management that automates processes, stores data, and unifies the visualization of results.
Each department in a company may require specific tools to generate reports and perform tasks. An ERP integrates these tools, promoting efficiency and centralizing information.
Why integrate an ERP with Zenvia Customer Cloud?
By using Zenvia Customer Cloud, integrating your ERP eliminates the need for repetitive manual operations, such as importing contacts or constantly updating information.
With this integration:
- Your contact base in Zenvia Customer Cloud will always be synchronized with the ERP.
- Customer transactions and behaviors can be analyzed within the software, enabling more precise actions for attraction, conversion, service, and customer base nurturing.
- ERP data mapping, combined with Zenvia Customer Cloud tools, boosts sales and enhances customer service.
Features available with ERP integration
By connecting your ERP with Zenvia Customer Cloud, you can:
Automatically synchronize your contact base: Keep information updated between the ERP and Zenvia Customer Cloud.
Map transactions: Import information about customer purchases, gaining deeper insights into their consumption profile.
Connect products: Integrate the product catalog managed in the ERP, optimizing campaigns and sales and support workflows.
Practical use cases
Integration with a sales-focused ERP
Scenario: Your company uses an ERP to manage sales and wants to expand its marketing and service strategies.
How does it work?
The customer base is synchronized, ensuring data is always up to date.
Transactions made in the ERP are automatically sent to Zenvia Customer Cloud, allowing the creation of personalized campaigns based on purchase history.
The company uses Zenvia Customer Cloud insights to reactivate inactive customers or offer personalized promotions.
Expected Results:
- Increase in sales conversion.
- Better customer segmentation for specific campaigns.
- Reduced response time to customers due to visibility of transactions in the contact profile.
Where to set up integrations?
During onboarding
When subscribing to Zenvia Customer Cloud, you can connect your ERP during the initial setup process. If the desired connector is not available, you can register your interest to contribute to the development of new integrations.
In the integrations area
In the Settings > Integrations module, you can find the available connectors and follow the steps to configure them. Additionally, there is a specific process to indicate interest in unsupported connectors.
In the contact base
In the Contact Base, you can:
- Start the ERP connection.
- Monitor synchronized contacts (total count, date, and time of the last import).
- Identify contacts not yet synchronized.
In the contact profile
When accessing the profile of a contact in Zenvia Customer Cloud, you can view:
- The latest transactions performed by the customer, imported directly from the ERP.
- Detailed information about the customer's behavior, optimizing support.
Connectors Available in Zenvia Customer Cloud
The connectors currently available are:
To configure and understand how each connector works, access the corresponding article.