Services

Salesforce and your systems, working as one

Let your ERP, online store and accounting system talk to Salesforce. Accounts, products, stock, orders and invoices flow in both directions, and your team stops entering the same data twice.

Double data entry Orders go into the CRM first, then the ERP. When the two disagree, the meeting turns into an argument about which one is right.

Stock figures are stale The sales team quotes against yesterday’s stock, and the product promised to the customer is not in the warehouse.

Payment status is invisible Finding out whose payment is overdue means asking finance for a statement, so sales calls customers without knowing where they stand.

E-commerce is an island Online orders never reach the CRM, so nobody can calculate what a customer is actually worth across channels.

Scope

How we connect them

An integration project is not just a technical connection. First we decide which system is the source of truth for each type of data. Does the ERP or the CRM own the account record, where do prices get updated, and if a record changes in both places at once, which one wins? Moving data before those questions are settled makes the problem worse, not better.

Flows we build most often

Two-way synchronisation of account and contact records
Product catalogue and price lists pushed from the ERP into Salesforce
Stock levels, either real-time or on a schedule
Orders raised in Salesforce landing in the ERP
Invoice and payment status made visible inside the CRM
E-commerce orders and customer records brought across

Systems we work with

We have field experience with SAP, Microsoft Dynamics and a range of regional ERP platforms, plus Shopify and other e-commerce systems. Where a system exposes no usable API, we write a middleware service that runs on the ERP side — a controlled interface rather than a direct database connection.

Error handling

This is where integrations actually break. Every flow gets retry logic, error logging and notification. A record that fails to transfer does not vanish quietly; someone is told, and the record waits in a queue until it is resolved.

Monitoring

Transfer logs visible from inside Salesforce
Automatic alerts on failed operations
Daily volume and latency tracking

Start small

Rather than opening every flow at once, we recommend starting with a single direction — usually accounts or products. Once that is proven, we add orders and invoicing. The risk stays small and the learning curve is fast.

No API on your ERP?

Not a blocker. We build a middleware service that runs on the ERP server, creating a safe interface without touching the ERP itself. We use this approach regularly with older installations.

Does data flow in real time?

It depends on the flow. Critical data such as orders and stock runs in real time. For rarely changing data like the product catalogue, a scheduled sync is both sufficient and lighter on your API limits.

Will you need to change our ERP?

Usually not. We use the ERP’s existing API or a middleware service. If development is genuinely needed on the ERP side, we flag it during discovery and write it into the scope document.

Who responds when an integration breaks?

If you hold a managed service agreement, monitoring and response are ours. Otherwise error alerts go to your team and we step in on request. Which model applies is agreed at the start, not after something fails.

How many systems can you connect at once?

There is no technical limit, but we recommend a sequence. Opening three systems simultaneously makes debugging harder and lengthens the time to go live.

Let us work out which flow comes first

Tell us about your current systems and how data moves between them, and we will tell you where starting will pay off fastest.

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