ERP and CRM data integration so pipeline, orders, and revenue tell one story
Aurea Quantra helps mid-market teams reconcile ERP and CRM into governed analytical models—customer matching, pipeline-to-order logic, and reporting finance can defend.
Book My BI Diagnostic Open the ERP/CRM demo
Problems this engagement is built for
- CRM pipeline does not reconcile to ERP orders or invoices
- Customer and account records do not match across systems
- Sales, finance, and operations run conflicting spreadsheets
- Backlog and fulfillment views lag because merges are manual
Architecture and integration patterns
- Explicit source-of-truth rules by metric
- Account/customer matching approach with exception handling
- Pipeline-to-order and bookings-to-billings bridges
- Semantic models consumed by Power BI or Tableau
Typical engagement
Discovery on systems and definitions, then a shared model design and first reconciled dashboard or subject area.
Starting deliverables
- System and metric source map
- Matching and reconciliation approach
- Shared semantic model design
- First reconciled executive or ops view when scoped
Related platforms and pages
ERP reporting modernization · CRM + ERP dashboards · Semantic model consulting
Honest scope boundaries
- We integrate for analytics; full ERP or CRM re-implementations are separate programs
FAQ
Which ERPs and CRMs?
Common mid-market stacks and SQL-accessible sources. Bring yours to the BI Diagnostic.
Ready to scope the first phase?
Bring the current stack and the decision your team cannot make confidently. The BI Diagnostic stays practical and vendor-aware—not a product pitch.
Disclaimer: Platform names identify technologies we can assess, integrate, or support. They do not imply vendor partnership unless explicitly stated.