ERP to CRM

Synchronize customers, opportunities, orders and commercial statuses.

ERP to CRM

Synchronize customers, opportunities, orders and commercial statuses.

UniBridge delivers this solution by connecting existing systems, applying business rules and monitoring every execution. Implementation is incremental to reduce risk and produce measurable results from the first workflow.

How it works

  1. We assess the systems, owners and data involved.
  2. We define the system of record and synchronization rules.
  3. We configure connectors, transformations and validations.
  4. We test with controlled data and reconcile results.
  5. We publish the workflow with monitoring, alerts and auditing.

Benefits

Benefits

  • Less manual work and lower operating cost.
  • Consistent data across teams and systems.
  • Faster business processes.
  • Fewer errors and less rework.
  • Complete traceability and early alerts.
  • Scalability without replacing current technology.

Use cases

Use cases

  • Create CRM customers in the ERP.
  • Send orders and won opportunities.
  • Update invoices, balances and commercial status.
  • Unify contacts, sales representatives and accounts.

Frequently asked questions

A first workflow can be implemented in a few weeks. Timing depends on access, rules and volume.

Let’s discuss your integration project.

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