Common Business Problems
- Inventory and pricing are copied through spreadsheets, creating delay and weak provenance.
- Sales re-enters RFQs in CRM, leading to omissions and duplicates.
- Orders, inventory and the storefront maintain conflicting records.
Capabilities
Authorized platform APIs
Synchronize inventory, pricing, lead time or documents within contractual and API terms while recording source and update time.
RFQ to CRM
Write customer, item, quantity, source page and follow-up status into CRM with rule-based assignment.
Order to ERP
Synchronize order, customer, tax and fulfillment fields while returning sellable inventory and status to the storefront.
Monitoring and compensation
Record requests, failures, retries, reconciliation and manual handling so integration errors do not silently corrupt operations.
Deliverables
- System and authorization boundary
- Field mapping and master-data rules
- Pilot integration and exception handling
- Monitoring, reconciliation and expansion plan
Acceptance Metrics
- 01Synchronization success rate
- 02Data latency
- 03Failure recovery time
- 04Automated RFQ assignment coverage
Frequently Asked Questions
Can third-party inventory be scraped?
Prefer authorized official APIs, data files or contractually permitted channels. Follow platform terms, rate limits and the agreed scope of data use.
Should ERP or CRM be integrated first?
Follow the first business loop. For enquiry follow-up, start with RFQ-to-CRM. For online orders and inventory consistency, prioritize ERP.
How can API failure be isolated from the storefront?
Use caching, timeouts, retries, circuit breaking, status flags, manual compensation and reconciliation, with a clear policy for displaying stale data.