Digital Transformation · 5 min read
CRM and ERP: One Source of Truth
When finance and sales disagree on customer and product — how to pick systems of record before integration theater.
Most painful "ERP projects" are master-data conflicts. Pick owners before mapping fields.
Foundation5 ERP integration facilitates these decisions — proven in Cornerstone and Internet Brands.
Decide entity by entity
Customer master, product catalog, price, invoice, entitlement — which system wins? Document and publish. CRM-led commercial truth with ERP-led financial truth is common; dual writers are not.
Facilitation
Workshop with sales, finance, and IT. Use recent dispute examples. Tie to board-pack pain. Connect to Salesforce adoption — required fields and org merge.
Related reading
Parallel run and reconciliation
Never cut over financial close on hope. Map chart of accounts, load history in waves, reconcile until finance signs, then retire legacy paths. Error queues need human owners.
Pair ERP work with Salesforce consulting when pipeline and cash must tell one story — as in Cornerstone and Internet Brands.
When you are ready to apply this on your stack, schedule a consultation with Foundation5 — we stay accountable to named business outcomes, not tool checklists.
Related reading
Digital Transformation · 5 min read
Legacy Migration Without Rip-and-Replace
Digital transformation need not burn the stack. Sequence legacy migration, integration, and process so change serves growth — without a big-bang rewrite.
Digital Transformation · 5 min read
ERP Migration Parallel-Run Checklist
Reconciliation checkpoints, chart-of-accounts mapping, and rollback criteria — so financial close survives cutover.
Put these ideas to work
Schedule a consultation to discuss erp integration consulting for your team.