ERP & CRM Services

CRM Integration

Join the CRM to marketing, service and the back office.

Overview

A CRM in isolation shows half the customer. Joined to marketing, billing and support it shows what someone bought, what they were sent and what has gone wrong for them lately. We build those connections with clear record ownership, so the systems stop disagreeing about the same customer.

What the engagement covers

  • Ownership agreed per record and per field
  • Marketing automation synchronised both ways
  • Service and support history visible on the customer record
  • Billing and order data surfaced where sellers need it
  • Deduplication and matching that runs continuously

What you leave with

  • One customer view rather than four partial ones
  • Systems that stop contradicting each other
  • Duplicates kept under control automatically

CRM Integration, scoped to your estate

Tell us where you are and what it has to be worth. We will come back with a scope, a sequence and a number.