CRM integration
Operational implementation of the architecture.
After architecture comes integration. Yoline connects CRM systems with ERP, marketing automation, webshop and accounting.
Operational work as a consequence of architecture
CRM integration requires a well-considered architecture. Yoline takes strategic responsibility and integrates operationally. This separation protects against a classic mistake: installing the tool and inventing the architecture afterwards.
Four fields of work
API integration
Interfaces between CRM, ERP, marketing automation and webshop. Robust connections as the foundation.
Data migration
Transfer existing contacts, deals and history cleanly. Data mapping, cleansing, validation. A clean foundation.
Marketing automation
Email sequences, lead scoring, trigger logic. Marketing automation and CRM tools configured according to the architecture.
Reporting pipeline
Data flow from CRM to reporting tool or BI. KPI visibility for management.
Architecture comes first
CRM integration without architecture is tool configuration without a plan. Yoline recommends: architecture first, then integration. Where an architecture already exists, integration can start directly.
Platform experience
Yoline has worked with the common CRM platforms for years. Marketing automation and ERP interfaces are integrated on the basis of this experience.
Project-based or ongoing
Integration as a project: effort-based according to scope. Ongoing support as an engagement on request. Combined with CRM architecture as an overall engagement.
Which CRM systems are covered?
HubSpot, Salesforce, MS Dynamics and ERPNext for operational integration. Other CRM platforms are integrated at architecture level. Marketing automation and ERP interfaces follow the chosen platform logic in each engagement.
How long does an integration take?
It depends heavily on scope and the quality of existing data. Simple CRM integration: 4 to 6 weeks.
Does Yoline also provide maintenance after go-live?
Yes, as an ongoing engagement. Maintenance, optimisation, new requirements. Alternatively, handover to a sub-team from the Yoline network or to the client’s IT, with documentation.