ERP and CRM Integration for Seamless Workflows
ERP and CRM Integration for Seamless Workflows ERP and CRM systems sit at the core of many operations. When they share data, sales, finance, and service teams work with the same facts. This reduces double entry, speeds orders, and improves customer service. Plan the flow before you connect. Start by mapping key data: accounts and contacts, opportunities, orders, invoices, inventory, and service tickets. Decide which data should move in real time and which can sync in batches. Pick an integration approach: native connectors from vendors, middleware that sits between systems, or direct API links. Agree on data rules, like field mappings and deduplication, to keep a clean, single source of truth. ...