Avenryx SystemsUse case
When sales and finance disagree about the same customer
The argument is never really about the data. It is about which system is allowed to be right. Integration makes that decision explicit and then enforces it.
Outcomes
- One customer record in both systems
- Sales seeing invoices and delivery status
- No duplicate accounts created weekly
- Reports that reconcile without manual work
Use case
Where it is used
Accounts and contacts
Created once, synchronised with clear ownership.
Orders and invoices
Visible in CRM without giving sales ERP access.
Credit and status
Sales sees credit limits before promising a delivery.
What we deliver
- Field ownership mapping
- Matching and deduplication
- Bidirectional sync with conflict rules
- Monitoring and reconciliation
- GDPR and consent handling
Problems this solves
Sales and delivery disagree on the customer
One owning system per field, synchronised both ways where needed, ends the contradiction.
Manual handover after a win
A won opportunity creates the order or project record automatically with the data delivery needs.
Reporting requires exports
Pipeline and delivered revenue joined in one model instead of a monthly spreadsheet.
How delivery runs
- 01
Observe the current process
We watch the work as it is actually done, including the workarounds, before proposing anything.
- 02
Scope the first slice
One workflow, one team, one measurable target — chosen because it carries the most manual effort.
- 03
Build and pilot
Working software in a pilot group within weeks, running alongside the current process until the numbers agree.
- 04
Roll out and switch off
Migration, training and a dated switch-off of the old route, so two processes do not run forever.
Realistic timeline
Weeks 1–2
Field mapping and ownership rules.
Weeks 3–7
Core sync, backfill and de-duplication.
Weeks 8–10
Reconciliation, monitoring and handover.
What moves the price
Entity count
Accounts and contacts alone is small; adding orders, invoices and pricing multiplies test scope.
Duplicate data
Matching and de-duplication often exceeds the cost of the sync itself.
Platform limits
API rate limits and licence tiers shape the design more than most buyers expect.
Where projects go wrong
Automating the workaround
Rules are agreed with the people who handle today's exceptions, so we encode the correct process rather than the historic patch.
Adoption stalls
Rollout has named owners and measured usage per team; software nobody uses moves cost instead of removing it.
FAQ
Questions buyers ask
Real-time or scheduled?+
Real-time for anything affecting a customer conversation; scheduled where latency genuinely does not matter.
What about historical duplicates?+
Cleaned during migration with a review queue rather than silent merges.
Related pages
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