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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.
Résultats
- 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
Cas d'usage
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.
Ce que nous livrons
- Field ownership mapping
- Matching and deduplication
- Bidirectional sync with conflict rules
- Monitoring and reconciliation
- GDPR and consent handling
FAQ
Questions fréquentes
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.
You already have the idea. Let's define what comes next.
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