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Custom development · Custom development

Systems integration: CRM, ERP and e-commerce

We connect the platforms that do not talk to each other today, so data is entered once and stays consistent everywhere.

We connect
CRM, ERP, e-commerce, marketing
Duration
4 to 10 weeks
Mode
Real time or batch
Includes
Monitoring and automatic retries

The problem

The same client loaded into three systems, under three different names. That is the silent cost of disconnected platforms: nobody knows which record is the good one.

What it includes

  • Seamless connection between CRM, ERP, marketing tools and management systems.
  • E-commerce platforms and automation of their sales flows.
  • Synchronisation of products, stock, prices and customers.
  • Definition of the source of truth for each piece of data.
  • Automatic retries, alerts and a log of every synchronisation.
  • Initial data migration with validation.

How we work

  1. 01
    Mapping
    Which systems exist, what data they share and which one rules.
  2. 02
    Contracts
    Definition of the formats and conversion rules.
  3. 03
    Build
    Integration with error handling from day one.
  4. 04
    Soft launch
    Parallel operation until consistency is confirmed.

Deliverables

DocumentLength
Integration in production
Monitored and with alerts.
included
Flow diagram
What travels, where to and how often.
included
Log
Consultable history of synchronisations.
included
Note

Your system credentials are the crown jewels. They are stored encrypted, with minimum permissions and scheduled rotation.

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Want to hire this service?

Write to us at contacto@optimizaria.com and we reply the same business day.

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