CRM and ERP integration
Data exchanges between your CRM, your ERP and your business applications.
CRM / ERP and API integration
CRM, ERP, business applications, third-party services: we connect your systems to reduce re-entry and get information where it is needed.
The challenges
Every organisation is different. Here are the issues we most often encounter on this type of project.
The same information is typed several times, in several tools, with a risk of error at each step.
The CRM, the ERP and tracking spreadsheets don't say the same thing: it's hard to know which source to trust.
Exports, imports and emailed files drive the exchanges between departments or with partners.
Old or undocumented integrations fail silently and block operations.
What we offer
Data exchanges between your CRM, your ERP and your business applications.
Design of secure, documented and versioned REST APIs.
Connections with third-party services and partner platforms.
Real-time or scheduled, with error handling and retries.
Flow orchestration and API exposure in a MuleSoft environment.
Identifying existing exchanges, weak points and priorities.
The benefits
Non-exhaustive list: we adapt to your technical environment.
Data flows automatically between your tools, without re-entry.
Clear synchronisation rules and an identified source of truth for each piece of information.
Logging, alerts and retry mechanisms built in from the design stage.
Documented APIs that make it easier to add new tools and partners.
Our approach
A structured approach, regular checkpoints and clear deliverables at every stage.
We analyse your goals, processes, constraints and priorities to define a clear scope.
We propose a functional and technical solution, a phased plan and a transparent estimate.
Features are delivered in stages, demonstrated and adjusted with you throughout the project.
Deployment, documentation, knowledge transfer, then maintenance and evolutions if you wish.
FAQ
Can't find the answer you're looking for? Write to us and we will answer you directly.
Any system that offers an API or a data exchange mechanism (web services, files, databases). Feasibility is checked when we study each project.
No. Depending on your usage, scheduled synchronisation can be simpler and more robust. The choice depends on how fresh your teams really need the data to be.
Exchanges are logged, errors are reported and retry mechanisms are planned, so that no data is silently lost.
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Have a development project, a Salesforce need or an application to evolve? Let's discuss your goals and find a solution that fits your context.
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