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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.

Resultaten

  • 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

Waar het wordt gebruikt

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.

Wat we leveren

  • Field ownership mapping
  • Matching and deduplication
  • Bidirectional sync with conflict rules
  • Monitoring and reconciliation
  • GDPR and consent handling

FAQ

Veelgestelde vragen

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