DOOD / IMPLEMENTATION SERVICES
ERP and CRM integration from deal to delivery
Define the handoff between a customer conversation and an operational record.
EXPLORE THE WORKFLOW
Find the gap
Marking a deal won does not establish the tax details, item references, billing contact or approval needed for an order. An integration must carry the right commercial evidence.
See a practical example
Sales approves a quote and customer reference. The ERP validates required order information, creates the order and returns its reference. A credit hold or missing item mapping creates a review task rather than a false success.
Define success
Measure rejected handoffs, order preparation time and mismatched statuses.
Built for your working day
Teams where sales, inventory, delivery and finance use separate records.
What we work through together
- Customer and item matching map
- Order handoff and validation rules
- Status ownership and reconciliation
- Change and cancellation test cases
Before the workflow goes live
- Amounts and currencies retain their meaning
- One approved handoff creates one order
- Cancelled records follow an agreed policy
- Rejected orders are visible to the owner
Systems and integration scope
ERP and CRM APIs, editions and data models are reviewed before scope is confirmed. Two-way synchronization is not assumed for every field.
How do we start?
Choose one process and a small set of representative records. We agree a prototype scope, prerequisites and acceptance criteria before quoting implementation.
How much does implementation cost?
Implementation is quoted after discovery. Configuration, migration, integrations, training and ongoing support are scoped separately from software subscriptions and provider charges. A free prototype does not commit you to a subscription.
What should I prepare?
Bring one process, the systems it touches and an example of where work gets stuck. We agree a focused prototype and the information needed to evaluate it.
Examples illustrate a possible workflow. Your scope is agreed during discovery. Explore our method · CRM fundamentals
MAKE IT PART OF YOUR WORKFLOW
A useful tool. A connected business.
Bring your customer, inventory and accounting workflows together. Tell us where the handoff gets difficult.
