When orders, stock and invoices live in the ERP and customers live in Salesforce, someone ends up copying between them. We connect the two so sales and finance work from the same record.
The two systems were usually bought at different times, for different teams. The gaps show up here.
Reps price from a spreadsheet because live pricing and stock sit in a system they can't see.
A won deal is typed into the ERP by hand, and every copy is another chance for the order to go wrong.
Credit status, invoices and contact details held differently in each system, so nobody fully trusts either.
Scoped per project. Systems and data flows are fixed in the Configuration Blue Print.
How a quote becomes an order and an invoice today, and which system should own each step.
Objects, fields, sync direction and error handling set out in a Configuration Blue Print before build.
Product, price and availability data brought into the CRM, so reps quote against real numbers.
Won opportunities passed to the ERP as orders, with account and invoice status sent back to sales.
The full quote-to-order process demonstrated for your team to test, with sign-off before production.
Training for sales and finance at go-live, then technical support once the integration is running.
Stages follow our delivery process. Durations depend on the ERP and the processes involved.
Sales, finance and operations agree a statement of work covering solution, timeline, team and cost.
A workshop that walks through quote, order and invoice, producing a detailed requirements document.
Record ownership, field mapping and sync rules written into a Configuration Blue Print.
Built with regular show-and-tells, then tested end to end on real orders before production.
Teams trained, the integration pushed live, and ours on standby for user and technical support.
For the people who'll sign the scope off. Everything here is confirmed in requirements mapping before we quote the build.
From no CRM to one integrated enquiry, booking and invoicing system, with a customer portal and automated email campaigns.
It depends on how your ERP shares its data. Requirements mapping finds that out before we commit to an approach or quote the build.
It depends on your process, and it's the first thing we settle. We decide ownership field by field with sales and finance, rather than assume one system wins.
Not necessarily. Many quoting problems are solved by getting live prices into Salesforce. We only recommend CPQ when your pricing rules need it.
Our team stays on standby after launch for user and technical support. After that, our Salesforce support services cover the platform for as long as you need them.
Not just as instructed
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.