A distribution company used Salesforce for managing customers and sales opportunities while its ERP system handled orders, invoices, products, and financial information. Because the two systems were disconnected, employees had to manually transfer information between platforms.
We designed and implemented an integration between Salesforce and the client's ERP system.
The integration enabled controlled data synchronization for:
- Accounts and customers.
- Contacts.
- Products.
- Sales orders.
- Order status.
- Invoices.
- Customer
- Related transactional information.
We also implemented error handling and monitoring mechanisms to identify failed synchronization events.
1. Reduce duplicate data entry.
2. Improve data consistency.
3. Provide sales teams with better customer order visibility.
4. Reduce manual administrative work.
5. Improve communication between sales and operations.
6. Create a scalable foundation for additional integrations.
