Salesforce & ERP Integration

Connect Salesforce and your ERP into one source of truth

We build reliable, two-way integration between Salesforce and your ERP — Oracle and others — syncing accounts, orders, invoices and inventory so sales and finance work from the same trusted data, with no re-keying.

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Reliable two-way sync Oracle & other ERPs Monitored & error-safe Real-time or scheduled

Two-Way Sync

CRM and ERP aligned

Orders

Quote to cash

Inventory

Real-time stock

Reliable

Monitored & safe

25+Years in CRM & ERP

CertifiedSalesforce Consultants

End-to-EndSales, Service & Marketing

GlobalRemote & On-Site Delivery

See it in action

One view across Salesforce and your ERP

Orders, invoices, stock and account balances flowing between Salesforce and the ERP in real time. This is the kind of connected, single-source-of-truth experience we build — so sales and finance stop re-keying data and start trusting the same numbers.

Integration — Dashboard

Integration — Dashboard

CRM-ERP integration dashboard illustration showing synced orders, invoices and inventory

Orders

Orders flow to the ERP

Orders raised in Salesforce push straight into the ERP — no re-keying, no lost lines, no delay to fulfilment.

Inventory

Live stock in the CRM

Real-time inventory and pricing from the ERP surfaced inside Salesforce, so reps quote what you can actually deliver.

Invoices

Invoices & payments back

Invoice and payment status flows back from finance, giving sales a clear view of quote-to-cash without leaving the CRM.

Sync log

Integration sync activity timeline illustration

Every sync monitored

A live log of each record exchanged, with retries and alerts, so nothing slips silently between the two systems.

Illustrative interface previews

What we do

A dependable CRM-ERP bridge

Reliable, monitored integration that keeps Salesforce and your ERP aligned.

Sales and Finance, One Truth

We connect Salesforce and your ERP so the data they share — accounts, orders, invoices, inventory — stays in sync both ways, automatically. No more re-keying, no more arguments about whose number is right.

Accounts
Orders
Invoices
Inventory

Salesforce & ERP Integration Services

Account & Customer Sync

Keep customers and accounts aligned across both systems.

Order & Invoice Flow

Push orders from Salesforce and pull invoices back.

Inventory & Pricing

Show real-time stock and pricing from the ERP in Salesforce.

Two-Way Sync

Reliable bi-directional sync with conflict handling.

Monitoring

Dashboards and alerts so issues never hide.

Two-way account & contact sync
Orders & invoices across quote-to-cash
Live inventory & pricing in the CRM
Conflict handling, retries & alerts

Two-wayCRM and ERP in step

Real-timeOr scheduled batches

MonitoredDashboards & alerts

Why AppsXpert

An integration partner you can rely on

We’ve connected CRM and ERP systems for a quarter of a century — so you get a dependable bridge between Salesforce and your ERP, not a brittle script that breaks at month-end.

One source of truth

Accounts, orders, invoices and inventory stay aligned both ways, so sales and finance never argue over whose number is right.

Deep CRM & ERP expertise

Certified Salesforce and Oracle ERP consultants on both ends of the bridge — we understand quote-to-cash, not just the API.

Built to stay reliable

Conflict rules, validation, retries and alerts designed in from the start — the sync handles real-world volume and errors safely.

Monitored, not forgotten

Dashboards and alerts give you a live view of every record exchanged, so issues surface early instead of at close.

Coverage

What we sync

The data sales and finance both depend on, kept in step.

Accounts

Orders

Invoices

Inventory

Pricing

Payments

Products

Contacts

Oracle ERP

Middleware

When it’s time

Signs you need to connect Salesforce and your ERP

If any of these sound familiar, a reliable CRM-ERP integration will give sales and finance one source of truth — and end the double entry between them.

Plan your integration

What to expect

A mapped, agreed designObjects, fields and sync direction defined before we build.

Conflict & error handlingClear rules, retries and alerts so bad data can’t slip through.

Monitoring built inDashboards that show every record moving between the systems.

Orders are re-keyed into the ERP

Deals won in Salesforce get typed again into the ERP, adding delay and errors.

No order or inventory visibility in the CRM

Reps can’t see stock, pricing or order status without leaving Salesforce.

Finance is disconnected from sales

Invoices and payments live in the ERP, invisible to the sales team.

Quote-to-cash has gaps

Quotes, orders and invoices don’t join up, so revenue is hard to track end to end.

Data is stale across systems

The CRM and ERP disagree because updates in one never reach the other.

You rely on manual CSV syncs

Someone exports and imports spreadsheets to keep the two systems roughly in step.

Decision support

Manual re-keying vs integration

If sales and finance re-key data between systems, here is what changes with integration.

Consideration

Manual / BatchRe-keyed & CSV

Real-Time IntegrationSynced both ways

Data

Entered twice

Synced automatically

Errors

Common

Cut sharply

Speed

Slow, batched

Real-time or scheduled

Trust

Numbers disagree

One source of truth

Effort

Constant

Set up once, monitored

Integration ends double entry and the disagreements that come with it.

How we work

Built to be dependable

We design the integration to handle real-world data, volume and errors safely.

Map

Agree the objects, fields and direction of each sync.

Design

Choose the pattern and design conflict and error handling.

Build

Develop the integration with reusable, secure components.

Test

Validate data, volume and edge cases end to end.

Monitor

Go live with dashboards, alerts and support.

What you receive

A bridge you can rely on

A documented, monitored integration between Salesforce and your ERP.

Integration BlueprintObjects, direction and data flow.

Field MappingField-level mapping both ways.

Built IntegrationWorking two-way Salesforce-ERP sync.

Conflict HandlingRules for when data disagrees.

Error FrameworkValidation, retries and alerts.

Test EvidenceProof the sync works at volume.

Monitoring DashboardsLive view of the integration.

Support RunbookHow to operate and troubleshoot it.

The payoff

What changes for the business

No double entry, fewer errors and one set of numbers everyone trusts.

No re-keying

End Double Entry

Data flows automatically between CRM and ERP.

Real-time

Always in Sync

Sales and finance see the same current data.

Fewer errors

Cleaner Data

Automated sync cuts mistakes and disputes.

One truth

Sales & Finance Aligned

One trusted source of numbers for both teams.

Ways to engage

Choose your integration

From a single object sync to a full CRM-ERP bridge.

One flow

Single Sync

Connect one data flow, such as accounts or orders.

One object
Quick build
Tested

Recommended

Full CRM-ERP Bridge

A complete two-way Salesforce-ERP integration.

Two-way sync
Conflict handling
Monitored

Order-to-cash

Order-to-Cash

Connect quoting, orders and invoicing.

Orders & invoices
Pricing
Payments

Ongoing

Integration Support

Keep the integration healthy with monitoring.

Monitoring
Fixes
Enhancements

In their words

“Orders raised in Salesforce now land in the ERP automatically, and invoices come straight back. Sales and finance finally work from the same numbers — the double entry and the month-end arguments are gone.”

Head of Revenue OperationsB2B manufacturing company

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