The Real-Time CRM and ERP Sync Playbook

Close the gap between your customer system and your finance system - without writing a line of code

This 15-page playbook walks through what it actually takes to keep CRM and ERP in real-time sync, drawn from our work connecting Salesforce and Microsoft Dynamics NAV at Thames Water with KE Consulting.

Inside you will find:

• Why integration projects stall and the warning signs to watch for
• A practical mapping checklist for getting CRM and ERP fields right the first time
• The Thames Water case story: 400+ applications, 850-900 million GBP in annual billing, and a 2-hour daily batch replaced with real-time 24/7 sync
• A vendor selection cheat sheet for choosing between custom integration, iPaaS, and out-of-the-box platforms
• The questions you should be asking before you start any integration project

Written for CRM, ERP and IT leaders who want CRM and ERP to behave like one connected system, not two disconnected ones.