ERP and CRM integration for unified customer, order and pipeline view
Typický klient: Companies running separate ERP and CRM systems
Prediskutovať podobný projekt
Výzva
Sales sees opportunities in CRM but no real customer history; service sees ERP orders but no upcoming deals. Both teams operate on partial truth.
Riešenie
A bi-directional integration layer that syncs customers, contacts, orders, invoices and pipeline state between ERP and CRM with clear data ownership rules.
Prínos pre firmu
Both teams see the same customer reality and decisions stop relying on email and spreadsheets.
Kľúčové funkcie
- Customer, contact and account hierarchy sync
- Order and invoice mirroring into CRM
- Pipeline status updates to ERP for forecasting
- Conflict resolution rules with clear ownership
- Sync monitoring and retry
Ako to funguje
- 1New customer or contact in either system is mirrored
- 2Orders and invoices flow from ERP into CRM
- 3Opportunity changes flow from CRM into the ERP forecast
- 4Failed syncs are queued and retried with alerts
Súvisiace príklady riešení
Central integration platform replacing fragile point-to-point connections
Years of ad-hoc connectors have produced a tangle of scripts, spreadsheets and middleware that nobody fully owns or understands.
Single sign-on and identity for internal apps, partner portals and customer portals
Each application has its own login. Employees forget passwords, leavers keep access, and audits are painful.
Pozrime sa na to, čo brzdí vašu firmu
Krátky úvodný rozhovor o vašich procesoch, hlavných výzvach a možných riešeniach. Bez technického predajného monológu a bez záväzkov.
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