When sales work in Salesforce and finance in a separate ERP, data gets lost in between. Here is why integration makes the difference.
Many companies rely on Salesforce for customers and sales, and on an ERP such as SAP, Oracle or Odoo for finance and inventory. Without a connection between them, data is entered twice, reports do not match and decisions are delayed.
Integration turns an approved quote in Salesforce into a sales order in the ERP automatically, and brings invoice and payment status back to the sales team in real time.
At Haaltech we start every integration project by mapping how data flows between teams, then choose the right integration approach and test it in stages before go-live.