ERP & CRM Integration
Connect Sales Intelligence with Operational Execution
When your CRM and ERP operate as separate islands, sales commits orders that operations cannot fulfill and finance cannot track. GRAVITI integrates these core systems so data flows seamlessly from pipeline to production to invoice.
- Full flexibility in deployment options. We are not commercial partners of software vendors
Who Is It For
ERP-CRM integration is essential for organizations where disconnected systems create order errors, fulfillment delays, and revenue leakage.
- Sales operations teams manually re-entering CRM data into ERP systems
- Finance teams reconciling revenue between CRM bookings and ERP invoicing
- Customer success managers lacking visibility into order status and fulfillment
- IT leaders maintaining fragile point-to-point integrations between core systems
Our Approach to ERP & CRM Integration
GRAVITI builds bidirectional integrations between your ERP and CRM that keep customer, order, product, and financial data synchronized in real time. We design integration architectures using API-first approaches and middleware platforms—MuleSoft, Dell Boomi, or custom connectors—to ensure reliable data flow without brittle point-to-point connections.
Our engineers map data models between systems, handling the inevitable mismatches in field structures, picklist values, and business logic. We implement conflict resolution rules, data transformation layers, and error handling that keeps both systems consistent even when edge cases arise.
The result is a unified commercial process: opportunities close in CRM, orders flow automatically to ERP, inventory and fulfillment status sync back, and invoicing triggers without manual intervention or duplicate data entry.
Connecting to systems already in your organization
Our solutions include integration with popular market systems, as well as any additional system as needed
How We Deliver
- System Mapping: Document data models, business processes, and integration points between ERP and CRM
- Architecture Design: Select integration pattern (API, middleware, iPaaS) and design data flow topology
- Connector Development: Build bidirectional sync with field mapping, transformation rules, and conflict resolution
- Testing: End-to-end testing across order lifecycle scenarios including error and edge cases
- Go-Live & Monitoring: Deploy with real-time sync monitoring, error alerting, and fallback procedures
Expected Outcomes
- Elimination of manual data re-entry between CRM and ERP systems
- Real-time order status visibility from pipeline through fulfillment and invoicing
- 90%+ reduction in data sync errors and duplicate records across systems
- Faster quote-to-cash cycle through automated process handoffs
Service Model
- Assessment: 2-week system audit and integration architecture design
- Build: 8-12 week connector development, testing, and deployment
- Managed: Ongoing sync monitoring, error resolution, and integration maintenance
Frequently Asked Questions
Which ERP and CRM platforms do you support?
We integrate all major platforms including Salesforce, HubSpot, Microsoft Dynamics 365, SAP, Oracle, NetSuite, and Priority. Custom and legacy systems are supported through API or database-level integration.
Is data synced in real time or batch?
We support both patterns. Real-time sync is recommended for order and customer data that needs immediate consistency. Batch sync (hourly or daily) is appropriate for reporting data and historical reconciliation. Most implementations use a hybrid approach.
How do you handle data conflicts between systems?
We establish system-of-record rules for each data entity and field. When conflicts arise, the designated source of truth takes precedence. Conflict events are logged and surfaced in monitoring dashboards for review by your operations team.
What happens if the integration goes down?
All integrations include queue-based architecture that buffers transactions during outages. When connectivity resumes, queued transactions are processed in order. Alerting ensures your team is notified within minutes of any sync interruption.
Connect Your Core Systems
Disconnected ERP and CRM systems cost you time, accuracy, and revenue. Let GRAVITI build the integration that makes your commercial process seamless from lead to invoice.
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