One Customer View Across Every Sales Channel

We integrate CRM and sales systems into your enterprise landscape — unifying customer data, automating workflows and connecting sales tools to ERP, marketing and service platforms.

SalesforceDynamics 365SAPMuleSoft

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Deka Technology engineers working on crm & sales systems integration projects

25%

Sales productivity improvement

85%

Pipeline forecast accuracy

360°

Unified customer view

2 hrs

Lead response time

 
THE CHALLENGE

Sales teams work in silos. Integration changes that.

Most enterprises run CRM systems that are disconnected from the rest of the business. Salesforce has customer data that ERP does not see. SAP has order history that sales teams cannot access. Marketing automation sends campaigns based on incomplete profiles. The result: sales teams spend 30% of their time on data entry instead of selling, pipeline reports contradict finance reports, and customer experience suffers because no single system has the full picture.

CRM integration is not just a technical project — it is a revenue enablement initiative. When CRM, ERP, marketing and service platforms share a unified customer view, sales teams sell more, forecasts become reliable and customer interactions become consistent across every channel.

 
OUR APPROACH

Map & Unify

We map customer data across all systems, define the golden record model and design the integration architecture — real-time for critical data, batch for bulk synchronization.

Connect & Automate

We implement bidirectional integrations between CRM, ERP and supporting systems. Workflow automation eliminates manual data entry and ensures data consistency across platforms.

Analyze & Optimize

Unified dashboards, pipeline analytics and customer 360 views. Continuous monitoring ensures data quality and integration health.

 
CAPABILITIES

What we deliver

CRM-ERP Integration

Bidirectional synchronization between Salesforce/Dynamics 365 and SAP/Oracle ERP. Customer master data, orders, pricing, inventory and invoice status flowing bidirectionally between sales and operations.

Marketing Automation Sync

Connecting CRM to marketing platforms (HubSpot, Marketo, Pardot) for lead scoring, campaign attribution and unified customer profiles. Marketing-qualified leads flow directly into sales workflows.

Sales Process Automation

Automated quote-to-cash workflows, approval routing, territory management and commission calculation. Reducing manual effort so sales teams focus on selling, not administration.

Customer 360 Views

Aggregated customer profiles combining CRM contacts, ERP transactions, support tickets, marketing interactions and financial data. A single source of truth accessible from any system.

Pipeline & Revenue Analytics

Real-time pipeline dashboards, forecast accuracy tracking, win/loss analysis and sales performance metrics. Data-driven sales management powered by unified data.

Sales teams working with outdated or duplicate customer data?

Talk to a CRM integration architect who unifies enterprise sales data.

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25%

Sales productivity improvement

85%

Pipeline forecast accuracy

360°

Unified customer view

2 hrs

Lead response time

 
PROJECT SPOTLIGHT

CRM INTEGRATION

AXA Partners

CHALLENGE

AXA Partners sales teams operated across disconnected CRM and policy management systems. Customer data was duplicated, pipeline reports were unreliable and lead follow-up took days instead of hours.

APPROACH

We integrated the CRM platform with policy administration, claims and marketing systems. Automated lead routing, customer 360 views and real-time pipeline dashboards replaced manual processes.

RESULT

Sales team productivity increased 25%. Lead response time dropped from 48 hours to under 2 hours. Pipeline forecast accuracy improved from 60% to 85%.

25% productivity increase2-hour lead response85% forecast accuracy

 
USE CASES

Where we apply it

Automate order-to-cash from Salesforce through SAP
Deploy Dynamics 365 fully synced with your legacy ERP
Hand off marketing leads to sales automatically in minutes
Give account managers a 360-degree view of every customer
Calculate commissions accurately without spreadsheet errors

 
TECHNOLOGY

Technologies

SalesforceDynamics 365SAPMuleSoftPower AutomateKafkaPower BIAzure Data Factory

TECHNOLOGY PARTNERS

Microsoft

SAP

MuleSoft

FAQ

Common questions about crm & sales systems integration

Which CRM platforms do you work with? +

We work with Salesforce, Microsoft Dynamics 365 and custom-built CRM systems. Our integration expertise is platform-agnostic — the patterns for CRM-ERP integration, lead automation and customer 360 views apply regardless of the specific CRM vendor.

How do you handle duplicate customer records across systems? +

We implement master data management (MDM) logic that identifies duplicates using fuzzy matching on name, address, tax ID and email. A golden record model defines which system is authoritative for each data attribute. Deduplication runs during initial migration and continuously during operation.

Can you integrate CRM with our existing SAP system? +

Yes. SAP-CRM integration is one of our core competencies. We synchronize customer master data, orders, pricing, inventory and invoice status between SAP and Salesforce/Dynamics 365. The integration is bidirectional with conflict resolution for concurrent updates.

What is the typical ROI of CRM integration? +

Most enterprises see 20-30% improvement in sales team productivity (less data entry, faster information access), 15-25% improvement in pipeline forecast accuracy and measurable reduction in lead response time. The ROI typically materializes within 3-6 months of go-live.

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