
Service / Digital Products and Business Solutions
CRM & ERP Integrations
Connecting the systems that run your business into one source of truth.
← Back to Digital Products and Business SolutionsOverview
Your CRM and ERP hold different halves of the same business — customer relationships on one side, operations and finance on the other. When they don't talk to each other, someone ends up manually reconciling the gap. We build the integration so they don't have to.
This covers connecting standard platforms (Salesforce, Zoho, SAP, NetSuite, and similar) as well as custom integrations where one or both systems are bespoke.
Business problems solved
Sales data in the CRM that doesn't match what finance sees in the ERP. Orders that require manual re-entry from one system into the other. No single, trusted view of a customer across sales, fulfillment and billing.
Our approach
We map exactly which system should be the source of truth for each piece of data — customer records, orders, inventory, invoices — since ambiguity there is where most integration projects go wrong. The integration is built to handle the real volume and edge cases of your business, with monitoring so a sync failure is caught immediately, not discovered a month later in a reconciliation report.
Technologies & tools
- Salesforce
- Zoho
- SAP
- NetSuite
- REST/SOAP APIs
- Middleware (MuleSoft, Workato)
Process
- 01
Data ownership mapping
Define which system is the source of truth for each type of data.
- 02
Integration design
Design the sync logic, frequency and conflict-resolution rules.
- 03
Build & test
Build against real data volume, including edge cases and error states.
- 04
Parallel run
Run alongside existing manual processes until the integration is proven.
- 05
Cut over & monitor
Retire the manual process, with monitoring on the automated sync.
Capabilities
- CRM–ERP data synchronization
- Clear source-of-truth rules per data type
- Real-time or scheduled sync, based on business need
- Conflict resolution logic for data mismatches
- Sync failure monitoring and alerting
- Support for standard platforms and custom systems
Related work
Frequently asked
Talk to an expert.
Tell us what you're trying to move. We'll tell you whether CRM & ERP Integrations is the lever.
