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Solution
One customer record across sales, finance and delivery
When sales, finance and support each hold a version of the customer, every conversation starts with reconciliation. Integration decides which system owns which field, and enforces it.
Resultados
- One address, one contact, one history
- Sales seeing payment and delivery status
- Marketing working from real segments
- Less time spent reconciling reports
Solution
Casos de uso
CRM and ERP
Accounts, orders and invoices synchronised both ways.
CRM and support
Tickets and satisfaction visible to account managers.
CRM and marketing
Consent-aware segments built from real behaviour.
Qué entregamos
- Field ownership mapping
- Deduplication and matching rules
- Bidirectional sync with conflict rules
- Consent and GDPR handling
- Monitoring and alerting
FAQ
Preguntas frecuentes
Which system should own the customer?+
Usually finance owns the legal entity and CRM owns the relationship. We map field ownership explicitly during discovery.
How are duplicates handled?+
With matching rules and a review queue rather than silent merging.
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