The Challenge
Sales and operations teams worked in silos — CRM data in Salesforce didn't match ERP records in Tally. Manual tracking spreadsheets filled the gap, causing delayed reporting, duplicate entries, and leadership blind spots on pipeline and fulfillment status.
The Solution
- Mapped Salesforce CRM objects to ERP transaction flows with clear field-level mapping
- Designed role-based access controls and data validation rules at entry points
- Built automated dashboard reporting models for lead tracking and process visibility
- Conducted user training and UAT cycles to drive adoption across sales and ops teams
- Transitioned the team from manual spreadsheet tracking to structured CRM execution
Impact
- Single source of truth for customer and order data across CRM and ERP
- Real-time management dashboards replacing weekly manual reports
- Reduced data reconciliation effort and improved lead-to-cash visibility