CRM & ERP Integration for Unified Data

We integrate all major CRM platforms including Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, and Pipedrive. On the ERP side, we work with SAP, Oracle NetSuite, Microsoft Dynamics 365 ERP, Sage, QuickBooks, and custom-built ERP systems. We also integrate these with marketing automation, support ticketing, e-commerce platforms, and custom internal tools. Our platform-agnostic approach means we can connect virtually any system with proper APIs.

Timeline depends on complexity, number of systems, and data volume. Simple two-way integrations between CRM and ERP typically take 3-6 weeks including discovery, mapping, development, testing, and deployment. More complex multi-system integrations with custom workflows, data transformations, and legacy systems can take 8-16 weeks. We provide detailed project timelines during our discovery phase based on your specific requirements and system architecture.

Absolutely. Data security and integrity are our top priorities. We follow strict protocols including comprehensive data backups before any integration work begins, staging environment testing before production deployment, incremental migration strategies to minimize risk, real-time monitoring and validation during data sync, and rollback plans for every integration phase. We never work directly in production until thoroughly tested, and all data transfers are encrypted and logged.

Yes! We design integrations with various sync strategies based on your needs: real-time synchronization using webhooks and event-driven architectures for instant updates, near-real-time sync with minimal latency (seconds to minutes), scheduled batch processing for high-volume data updates, and hybrid approaches combining real-time critical data with batch processing for analytics. We help you determine the optimal sync strategy based on data volume, business requirements, and system capabilities.

We implement robust conflict resolution strategies during the integration design phase. This includes defining a system of record for each data type, establishing clear data governance rules and priorities, implementing automated conflict detection and resolution logic, creating manual review workflows for complex conflicts, and maintaining detailed audit logs of all data changes and resolutions. We work with your team to establish business rules that govern how conflicts should be handled before they occur.

Custom fields and unique data structures are common and we handle them systematically. Our process includes comprehensive field mapping sessions to understand all custom fields, data transformation logic to convert formats between systems, validation rules to ensure data quality and consistency, flexible mapping that adapts to changes in either system, and thorough documentation of all custom field mappings. We create a detailed mapping document that serves as the blueprint for the integration and reference for future changes.

Yes, we have experience integrating legacy and systems without modern APIs. Solutions include building custom API layers or middleware for legacy systems, database-level integration where appropriate and secure, file-based integration using scheduled imports/exports, screen scraping and RPA for systems without any integration options, and modernization recommendations for long-term sustainability. We assess the best approach based on your specific systems, security requirements, and long-term technology roadmap.

Integration visibility is critical for operations and troubleshooting. We provide comprehensive monitoring dashboards showing integration health and status, real-time sync status and data flow metrics, detailed error logs with alerts for failed transactions, data quality reports highlighting inconsistencies or issues, performance analytics tracking sync speed and volume, and custom reports based on your KPIs. You will have complete visibility into what data is flowing between systems and when.

Integration maintenance is essential for long-term reliability. Our support includes proactive monitoring with 24/7 automated health checks, regular updates to accommodate platform API changes, performance optimization and tuning as data volumes grow, troubleshooting and rapid issue resolution, documentation updates and knowledge transfer, and quarterly review sessions to assess integration performance and identify optimization opportunities. We offer flexible maintenance plans tailored to your needs.

Most organizations see significant ROI within 6-12 months through multiple benefits: 60-80% reduction in manual data entry and duplicate work, 40-50% improvement in data accuracy and reliability, 30-40% faster order processing and fulfillment, improved customer experience from unified data visibility, better forecasting and decision-making with integrated reporting, and elimination of costly errors from data inconsistencies. We help you define and track specific KPIs to measure ROI based on your integration goals.