ERP and CRM integration for unified customer, order and pipeline view
Typical client: Companies running separate ERP and CRM systems
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The challenge
Sales sees opportunities in CRM but no real customer history; service sees ERP orders but no upcoming deals. Both teams operate on partial truth.
The solution
A bi-directional integration layer that syncs customers, contacts, orders, invoices and pipeline state between ERP and CRM with clear data ownership rules.
Business benefit
Both teams see the same customer reality and decisions stop relying on email and spreadsheets.
Key capabilities
- 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
How it works
- 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
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Let's look at what is slowing your business down
A short introductory call to review your current process, the main challenges and possible directions. No technical sales pitch, no commitment.
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