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Use 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

  1. 01

    Observe the current process

    We watch the work as it is actually done, including the workarounds, before proposing anything.

  2. 02

    Scope the first slice

    One workflow, one team, one measurable target — chosen because it carries the most manual effort.

  3. 03

    Build and pilot

    Working software in a pilot group within weeks, running alongside the current process until the numbers agree.

  4. 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.

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crm erp integration