The Problem
Sales teams work in the CRM but lack visibility into ERP data that matters — outstanding invoices, lifetime value, order frequency, payment behavior. This means sales reps don't know if a customer is overdue, how much they spend, or when they last ordered.
How The Workflow Works
APIWORX reads account and transaction data from the ERP
Lifetime value, order frequency, and average order value are calculated
Payment status and outstanding balance are retrieved
Enrichment data is pushed to matching CRM account records
Custom fields in the CRM display ERP-sourced data
CRM reports and dashboards reflect enriched data
Enrichment runs on a schedule to keep data current
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
Customer Sync Between CRM and ERP
Keep customer and account records consistent between your CRM and ERP for unified operations.
Customer Sync Between eCommerce and CRM
Synchronize customer profiles and purchase history between your storefront and CRM for a unified customer view.
Cross-Platform Reporting Data Consolidation
Consolidate operational data from multiple systems into a unified reporting layer.