Problem
CRM and ERP data diverged. Ops teams spent hours reconciling discrepancies and chasing “which system is correct?” while leaders couldn’t trust pipeline reports.
System integrations · CRM ↔ ERP
CRM + ERP sync that doesn’t break production
A team replaced brittle one-off scripts with stable system integrations, clear ownership, and reporting automation — so revenue operations had consistent data without constant firefighting.
Fewer failuresFaster back office opsBetter reporting
Constraints
Integrations had to be stable, auditable, and safe to deploy—without disrupting existing sales and finance workflows.
Approach
System integrations done like product: clear ownership, predictable behavior, and observability.
• Defined the source-of-truth rules for each field (and documented exceptions).
• Added idempotency and retries to prevent duplicate updates and silent failures.
• Introduced dead-letter handling: failures are visible, assigned, and recoverable.
• Added observability: alerts and dashboards that answer “what broke and why?”
• Built reporting automation so ops can audit changes without engineering.
• Shipped in small slices to keep uptime and reduce integration risk.
Outcome
- Less manual reconciliation: ops teams stop doing spreadsheet cleanup work.
- Higher confidence reporting: leaders can trust pipeline and revenue status.
- Lower incident risk: integration failures are contained, visible, and recoverable.
- Faster iteration: adding new fields and workflows becomes predictable.
What we delivered
- Sync rules + ownership map.
- Retries, idempotency, and failure handling.
- Observability + runbooks.
- Reporting automation for audit and operational analytics.
Need stable integrations?
We’ll stabilize the sync, add observability, and make reporting trustworthy again.