Client name withheld (NDA)
Two-way CRM and ERP integration for an industrial supplier
A monitored two-way sync of customers, quotes, orders and invoices between Salesforce and Odoo, so sales and finance now work from the same records.
- Industry:
- Industrial supplies
- Region:
- Europe
- Duration:
- 8 weeks
- 0Duplicate customer records after clean-up
- MinutesFor orders to reach finance, down from days
- 1 viewOf the customer for sales and finance
// The challenge
- Sales worked in Salesforce and finance in Odoo, and customer and order data was typed into both by hand.
- Duplicate and outdated records led to wrong prices on quotes and late invoices.
- Sales could not see whether a customer had paid.
// Our approach
- 01
Data mapping
We agreed which system owns each field, from customer details to price lists, order lines and invoice status.
- 02
Sync design
Event-driven sync with queues, retries and conflict rules, so no data is lost without anyone knowing.
- 03
AI-assisted clean-up
Before go-live, an AI matching step suggested duplicate records to merge, and the team accepted or rejected each one.
- 04
Monitoring
A dashboard and alerts for failed syncs, with a named owner for each type of error.
