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Yesinfosolutions
Legacy & integration

ERP and CRM that actually share the same reality.

Connecting ERP and CRM systems so sales, operations and finance are working from the same data.

When ERP and CRM don't talk to each other, sales quotes prices the ERP doesn't reflect, finance reconciles orders CRM never recorded correctly, and everyone ends up keeping a private spreadsheet to compensate. Integrating the two systems properly means the data both teams see is the same data, updated from one source of truth.

What this involves

Capabilities.

Customer, order and inventory data synchronized between ERP and CRM
Field-level mapping that respects how each system actually models data
Conflict resolution rules for when the same record changes in both places
Integration with major ERP and CRM platforms, or custom-built systems
Where it connects

Fits into what you already run.

Existing ERP and CRM platforms
Sales, finance and operations workflows
Reporting that draws from both systems
Third-party tools that plug into either system
How we approach it

Four steps, not a leap.

01

Map the data models

Understand how each system represents the same real-world entities differently.

02

Define the source of truth

Decide which system owns which data before building the sync.

03

Handle conflicts explicitly

A clear rule exists for what happens when both systems disagree.

04

Validate against real records

Testing uses real data shapes, not simplified sample records.

Let's talk

You bring the problem.We figure out the technology.

No sales pressure. We will first understand what you are trying to fix, then tell you honestly how we would approach it, including when the answer is simpler than you think.

Conversation
Assessment
Architecture
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