Our experienced Customer Sync consultants are here to help you provide your customer an improved customer experience (CX) and easy self-service access to information. All while providing your team a complete 360-degree view of it all.
YOUR PRODUCTIVITY IS OUR MISSION.
Customer Sync is an integration consulting firm focused solely on data and application integration between customer systems and touchpoints.
By connecting your CRM, ERP, e-commerce, and other customer-facing systems, your teams (sales, service, and marketing) benefit from a complete 360-degree view of your customer. Your customer benefits from a greatly improved customer experience (CX) and easy, self-service access to information such as shipment status and order history.
All customer-supporting interactions become much more efficient, and your data quality and consistency will soar!
OUR EXPERIENCE
Customer Sync consultants are experts with 15 to 25 years of experience in Customer Data Integration (CDI).
ABOUT US
We use modern, low code, cloud-based integration technology from market leaders TIBCO®, Scribe Software, and Microsoft®. Successful CDI projects require not only deep knowledge of the integration technologies but also knowledge of the details and quirks of the applications to be integrated.
Customer Sync consultants have 15 or more years of experience with market-leading applications like the Microsoft Dynamics CRM and ERP products, Salesforce, and others. We work with clients from around the world in many different industries.
We are believers in elegant design and low code solutions to complex integration problems. Solutions must be easy to understand, support, and maintain to work over the long haul. Attention to the details is crucial for success.
“MAKE EVERYTHING AS SIMPLE AS POSSIBLE, BUT NOT SIMPLER.”
- Albert Einstein
OUR COMMON CUSTOMER SOLUTIONS
Connecting data from sources like CRM, ERP, e-commerce, Microsoft Dynamics, Salesforce, cloud applications, legacy systems, SQL Server, flat files, and more!
CUSTOMER MASTER DATA
Synchronize basic customer master information (name, address, phone, etc.) to make sure that any changes made are instantly propagated to all the systems involved.
Automate customer matching (avoiding duplicates) and de-duplication.
Migrate customer data from legacy systems into modern cloud-based applications and quickly clean up and reformat the data in the process.
PRODUCT CATALOG DATA
Synchronize changes from your ERP or Product Lifecycle Management (PLM) system to CRM and e-commerce, allowing everyone (including your customers) to see complete and accurate product info and prices.
Eliminate data re-entry into multiple systems and the corresponding data entry mistakes.
Enable accurate product inventory and quantity visibility from all systems.
QUOTES, ORDERS, INVOICES & RETURNS
Automate the complete quote to cash cycle and send orders from your e-commerce website into ERP and then back to your CRM.
Send quotes from CRM into ERP, with order and invoice status back to CRM and to the customer portal.
Provide order, invoice, and return history visibility directly to customers as well as marketing, sales, and service teams.
Provide order status and shipment information directly to customers.