Sales, service and marketing platforms wired directly into your ERP backbone — so quotes, orders, invoices and support cases never live in separate silos.
Why clients choose our CRM practice
Pipeline management, forecasting and guided selling playbooks.
Case management, SLAs and omnichannel support routing.
Journey orchestration, lead scoring and campaign attribution.
CPQ, contract management and automated order handoff to ERP.
Scheduling, dispatch and mobile technician workflows.
Unified customer profiles across ERP, CRM and support systems.
For teams running sales out of spreadsheets or inboxes — a clean pipeline structure and lead-to-cash process aligned to your ERP from day one.
We migrate and re-architect existing Salesforce or legacy CRM data into a governed platform properly integrated with your ERP system of record.
Bi-directional sync between CRM and ERP keeps accounts, pricing, orders and invoices consistent — built on Dataverse virtual tables, middleware connectors, or custom REST/OData integration depending on your stack.
Yes — while our deepest configuration expertise is in Dynamics 365 Customer Engagement, we also design and build Salesforce-to-ERP integration architecture.
Through near real-time bi-directional integration, so pricing, inventory availability and order status reflect ERP data inside the CRM interface.
Yes, we implement journey orchestration tools that write engagement and lead-scoring data directly back into your CRM records.
A focused sales-automation rollout typically ships in 3–5 months; full sales, service and marketing suites run 6–9 months.