ERP · Build
We integrate CRM and ERP around a defined system of record for each data domain, so one system owns each field and the other reads it. Customer master data is synchronised with duplicate prevention, so the same account does not exist twice with conflicting details. Pricing rules stay where they are executed — the ERP — and are exposed to CRM, so quotes reflect prices the business can actually honour. Credit status and service history are made visible to sales, and we reconcile between the systems so consistency is demonstrated rather than assumed.
In short
CRM integration connects customer relationship management with the ERP so sales and finance work from the same customer data. The failure mode is familiar: two customer records, quotes the ERP will not honour, and a sales team that cannot tell whether an order shipped.
Start a conversationWhat we do
We decide which system owns each data domain and enforce a single direction of flow per field. Two-way ownership of the same field always drifts, so naming the owner up front is what prevents the quiet divergence that follows.
We synchronise customer data with matching rules that prevent duplicates at creation, not just clean them up afterwards. One trustworthy customer record is what stops payments, quotes and correspondence going to the wrong version of an account.
We pass quotes into orders carrying pricing and availability sourced from the ERP, so what the customer was quoted is what the business can deliver and bill. This removes the gap where sales promises terms the ERP will later refuse.
We expose credit status and service history in CRM so sales act with full context, and we reconcile between the systems on a schedule. Reconciliation turns any divergence into a flagged exception rather than a surprise discovered in front of a customer.
What you receive
Documented output your teams keep and can act on without us in the room.
When this work helps
How an engagement runs
Understand the business drivers, decision rights, existing systems, and what the programme must genuinely change. We separate the outcomes that justify the investment from features that only sound useful, so the programme has a purpose to steer by.
Review process, data, integration, controls, governance, and change readiness against the plan. We report plainly where the plan holds and where it depends on assumptions that need evidence before commitment.
Set out target processes, control requirements, data approach, integration model, and adoption plan. Each is documented well enough to build to and to hold a delivery partner accountable against.
Support configuration, testing, cutover, and stabilisation, with independent oversight throughout. We hold the line on scope, data readiness, and controls, and surface drift while there is still time to correct it.
Where we work
Fidova provides ERP consulting from Delhi, India, and supports multi-entity and multi-country ERP programmes internationally, including businesses with different statutory and reporting requirements per region.
Engagements run in English, are scheduled around your time zone, and can be delivered remotely end to end, with on-site time planned where a phase genuinely benefits from being in the room.
Related services
ERP human resource management holds employee data, organisational structure and core HR processes. It is the authoritative source the rest of the business should draw on for who works where, under what terms and with what access.
ERP payroll management calculates pay, deductions and statutory obligations and produces the required filings and ledger postings. It is unforgiving: an error is visible to every employee on payday and expensive to put right afterwards.
ERP manufacturing and production planning covers bills of material, routings, planning and shop floor execution. It only works on accurate foundations: when BOMs, routings and capacity data do not match the plant, the plan is visibly unworkable and the floor reverts to the whiteboard.
Questions
Straight answers to what buyers ask us before an engagement begins.
Enquiries
Your enquiry lands in the same inbox as every other on this site and is read by us. Tell us the requirement and we will reply with a practical next step.
Prefer email? contact@fidovaadvisory.com
Next step
