CRM Services
Salesforce, HubSpot, Microsoft Dynamics, and GoHighLevel, implemented and integrated with your ERP so sales and operations work from one record.
One CRM Practice, Four Platforms
A CRM fails in the gap between sales and the back office. The platform is rarely the problem. What decides whether it works is whether a rep can see real stock and real lead times when they quote, and whether finance sees the order the moment it closes. We implement Salesforce, HubSpot, Microsoft Dynamics, and GoHighLevel, then wire each one into your ERP so the record stays true on both sides.
Salesforce
Salesforce implementation, customization, and ERP integration.
Learn more → CRM · HubSpotHubSpot
HubSpot implementation and ERP integration for pipeline and order data.
Learn more → CRM · DynamicsMicrosoft Dynamics
Dynamics 365 implementation and ERP integration, native to Microsoft.
Learn more → CRM · GoHighLevelGoHighLevel
GoHighLevel setup, automation, and pipeline data synchronization.
Learn more → Professional ServicesCRM Integrations
Bidirectional CRM-to-ERP sync across any of the four platforms.
Learn more → Professional ServicesERP Services
The ERP side of the integration: SAP, NetSuite, and Odoo.
Learn more →Three Failures We See Before Every CRM Rescue
Each one is a data-flow problem dressed up as a software problem, which is why a platform migration on its own rarely fixes it.
Stale Inventory in the Quote
A rep quotes stock the warehouse does not have because the CRM was last synced overnight. The fix is a real-time read from ERP, not a better CRM.
Two Customer Records
Sales edits a contact in the CRM while finance edits the same customer in ERP. Without a master-data owner and conflict rules, the two drift until someone reconciles them by hand.
A Closed Deal Nobody Fulfilled
The opportunity closes in the CRM and the sales order never reaches ERP. We automate the handoff so a closed deal always becomes a real order, with alerting when it does not.
What a CRM Engagement Covers
Implementation and integration delivered by one team, so the platform and the data flow are designed together rather than bolted on in sequence.
- CRM requirements workshops and platform selection guidance
- Object and field modeling for accounts, contacts, and opportunities
- Pipeline, stage, and forecasting configuration
- Quote and proposal templates tied to live ERP pricing
- Bidirectional sync of customers, contacts, and business partners
- Closed-won automation that creates the ERP sales order
- Available-to-promise inventory surfaced inside the CRM
- Delivery, shipment, and AR balance status returned to the CRM
- Middleware selection: SAP Integration Suite, MuleSoft, Azure, Boomi
- Master-data ownership and conflict-resolution rules
- Error alerting, retry logic, and monitoring dashboards
- Ongoing managed support as the CRM and ERP evolve
What Clients Say on Google
Published reviews from our Google Business Profile, quoted as written.
When our system went down late on a Friday, James Darroch and his team at SorceTek Technology Group stepped up in a way you don't see often. I reached out expecting to hear back the following week. Instead, James called from the golf course (literally) and had his team with Tyler and Christian Laney working on the issue straight away... If you're looking for an IT partner who takes ownership and actually shows up when it matters, I highly recommend SorceTek Technology Group.
The SorceTek Group provides exceptional service. Tyler and his team go above and beyond, with such personable, yet professional service, quick response times and positive attitudes. He is able to resolve issues timely...
Tyler and his team at SorceTek have been fantastic. I have known Tyler through previous business acquaintances for several years. Myself and my team wish that we would have chosen SorceTek several years ago. With their knowledge and...
He has patiently and diligently worked with all of our staff to ensure their upgrades and security is up to date and continues that way.
Common Questions About CRM Services
Which CRM should we choose?
What does it take to connect a CRM to SAP?
Do you migrate data out of our old CRM?
How long does a CRM implementation take?
Can you support the CRM after go-live?
Related Services
ERP Services
The ERP side of the integration: SAP Business One, S/4HANA, NetSuite, and Odoo.
Learn more → Professional ServicesCRM Integrations
Bidirectional sync of customers, orders, and pricing between CRM and ERP.
Learn more → Process AutomationIntelligent Process Automation
Automate the quote-to-cash workflows that span your connected CRM and ERP.
Learn more →Let's Get Your CRM and ERP Talking
Start with a free assessment of your CRM and ERP systems. We come back with an integration blueprint and a fixed-price roadmap before any development begins.
No obligation. Response within 4 business hours.
CRM Services Across Texas
We deliver crm services across Texas from our Frisco office. Pick your city for the local detail: districts covered, county, and how on-site support works there.