ERP & CRM Solutions

Connected Business Systems

Integrate ERP and CRM platforms with your website, apps, and internal tools so teams work from accurate, up-to-date customer and operations data.

Overview

One View of Customers and Operations

Disconnected systems create duplicate data entry, reporting gaps, and frustrated teams. We connect ERP and CRM platforms to the rest of your digital estate.

Our integration work covers bidirectional sync, workflow automation, custom fields, reporting layers, and middleware that handles errors gracefully.

Whether you are implementing a new CRM, extending Salesforce, or linking SAP to your eCommerce store, we plan migrations and integrations with minimal disruption.

ERP and CRM system integration dashboard

Integration Capabilities

CRM Platforms

  • Salesforce Sales Cloud, Service Cloud, custom objects, Apex, and Experience Cloud portals.
  • HubSpot Marketing, sales, and service hub integrations with custom properties and workflows.
  • Microsoft Dynamics Dynamics 365 CRM and ERP modules connected to Microsoft 365 and Power Platform.

ERP Systems

  • SAP S/4HANA, Business One, and SAP API integrations for orders, inventory, and finance.
  • Oracle & NetSuite Financial, inventory, and fulfillment data sync with custom mapping and validation.
  • Custom ERP API facades and adapters for legacy or in-house ERP systems.

Data & Automation

  • Bidirectional sync Customers, orders, products, and invoices kept consistent across systems.
  • Workflow automation Trigger-based updates, approvals, and notifications across CRM and operations tools.
  • Reporting Unified dashboards pulling from multiple sources with defined refresh schedules.

Implementation

  • Discovery & mapping Field-level data mapping, conflict rules, and identity resolution across systems.
  • Migration planning Phased cutovers, parallel runs, and rollback plans for go-live safety.
  • Monitoring Integration health dashboards, alerting, and replay queues for failed records.

Platforms

Salesforce HubSpot SAP Microsoft Dynamics NetSuite MuleSoft Zapier REST APIs Kafka PostgreSQL
How We Work

Our Delivery Process

  1. Discovery

    Goals, users, technical constraints, and success metrics defined with your stakeholders.

  2. Design

    Architecture, UX flows, and prototypes validated before development begins.

  3. Build

    Iterative development with code review, testing, and regular demos.

  4. Launch & Support

    Deployment, monitoring, documentation, and ongoing improvements.

ERP & CRM FAQ

Can you integrate our existing CRM with a new website or app?

Yes. We connect forms, logins, orders, and support tickets to your CRM so sales and service teams see activity without manual entry.

How do you handle data conflicts between systems?

We define source-of-truth rules per entity, timestamp-based merge logic, and exception queues for records that need human review.

Ready to Transform Your Business?

Book a free consultation and discover how Sateri Digital can accelerate your next initiative.