Sales System Integration
Stop copying data between systems. Connect your CRM, ERP, Excel, databases, and files to eliminate manual data entry, synchronize product/pricing data, and give your team real-time visibility.
Deliverables
Common Sales Operations Workflows
Lead-to-Opportunity Flow
Capture leads from web forms, emails, or trade shows, enrich with company data, route to the right sales rep, and auto-create CRM opportunities with complete context.
CRM ↔ ERP Synchronization
Keep customer data, order status, pricing, and product specs in sync between your CRM and ERP. No more spreadsheets or manual updates—one source of truth for your sales team.
Product & Pricing Data Orchestration
Consolidate product catalogs, technical specs, pricing tables, and inventory data from multiple sources—ERP, PLM, Excel, databases—into a unified system your sales team can trust. Automatic updates ensure everyone quotes with the latest information.
Quote-to-Order Handoff
When a quote is accepted, automatically generate order packets with all technical specs, pricing, and customer requirements, then hand off to operations with full traceability.
Sales Document Workflows
Auto-generate NDAs, contracts, technical datasheets, and follow-up emails based on deal stage. Keep your sales process moving without administrative bottlenecks.
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Ready to Connect Your Sales Stack?
Let's discuss how we can integrate your CRM, ERP, and data sources to eliminate manual entry and give your team real-time visibility.
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