ERP + CRM + AI Integration

Turn ERP, CRM, legacy data, and AI into one operational command center.

RSG helps organizations connect SAP, Salesforce, Oracle, Microsoft, PeopleSoft, NetSuite, QuickBooks, SQL, APIs, portals, analytics, and AI into governed business workflows.

Click the integration tiles to open deeper architecture details and planning checklists.

System of recordSAP, Oracle, Dynamics, Salesforce, SQL, or legacy ownership rules.Open details
Canonical modelShared data contracts across ERP, CRM, portals, analytics, and APIs.Open details

ERP + CRM Integration Control Plane

Data ownership, API strategy, workflow automation, sync monitoring, reconciliation, reporting, and AI enablement.

Open control plane
Sync monitoringDaily checks, failed records, replay patterns, exception queues, and source-to-target validation.Open details
AI operationsSummaries, triage, anomaly detection, test generation, and leadership briefings.Open details
Integration experience

Practical ERP and CRM integration capabilities

The page now highlights implementation skills, not just platforms: system boundaries, sync strategy, migration, reporting, AI readiness, and operational support.

SAP and ERP process modernization

SAP-facing workflow design, financial application patterns, operational data alignment, approval flows, and Power Platform front ends over ERP-backed processes.

SAPERPOpen details

Salesforce and CRM interoperability

Customer data alignment, coexistence strategy, CRM consolidation, migration readiness, API monitoring, and reporting trust across CRM platforms.

SalesforceDynamicsOpen details

Oracle, SQL, and enterprise data stores

Source-to-target validation, SQL staging, Oracle integration, reporting semantics, data quality scoring, and enterprise dashboard readiness.

OracleSQLOpen details

Scribe / TIBCO integration recovery

Health checks, daily sync verification, exception reporting, staging validation, failed record review, and operational integration dashboards.

ScribeTIBCOOpen details

AI-assisted integration operations

Summarize integration issues, generate test cases, explain data variance, classify errors, and create leadership-ready status from operational data.

AITestingOpen details

Legacy and custom systems

Custom APIs, .NET, JavaScript, SQL jobs, unsupported CRM components, Access-style apps, legacy reports, and migration/coexistence strategies.

LegacyCustom CodeOpen details
Interactive ERP/CRM scenario builder

Get a practical architecture recommendation in seconds.

Use this as a lightweight conversation starter for ERP/CRM discovery, integration rescue, modernization planning, or AI readiness.

How RSG approaches ERP/CRM integration

A delivery method that works in messy real-world environments

ERP/CRM integration usually fails when teams skip ownership, reconciliation, and operational support. RSG uses a practical sequence built from real delivery experience.

01

Stabilize ownership

Define which system owns each object and which systems consume it.

Open details
02

Standardize mapping

Create canonical entities, field mappings, and transformation rules.

Open details
03

Operationalize sync

Add monitoring, exception queues, replay rules, and reconciliation.

Open details
04

Add intelligence

Use AI for summarization, testing, anomaly review, and leadership status.

Open details
Detailed service outputs

What an ERP/CRM engagement can produce

These are tangible outputs clients can use after the engagement.

Integration inventory

Current APIs, jobs, flows, middleware, service accounts, schedules, owners, and failure points.

Object ownership matrix

Who owns accounts, contacts, vendors, products, invoices, cases, assets, and documents.

Canonical data model

Standard business entities and transformations across ERP, CRM, portals, and reporting.

Monitoring blueprint

Audit table design, error categories, exception queue, replay procedure, and daily health checks.

Reconciliation dashboards

Leadership and operations views for sync quality, record counts, exceptions, and variance.

Portal/intake path

External or internal user experience for intake, document upload, approvals, and status.

AI operations backlog

Summarization, triage, data quality review, code analysis, test generation, and leadership briefings.

Migration roadmap

Coexistence, cutover, rollback, validation, training, and release sequencing.

Security model

Identity, access, DLP, service principals, least privilege, audit, and role-based controls.

Implementation backlog

Prioritized stories, dependencies, risks, test cases, and delivery sequencing.

Download the ERP/CRM starter assets

Use these assets to start a discovery session, assess integration maturity, and choose the right implementation pattern.

Download maturity assessment Download pattern decision tree
Modern integration toolbelt

Integration is bigger than Scribe — use the right tool for the right workload

RSG can position integration across Azure Data Factory, Microsoft Fabric Data Pipelines, KingswaySoft/SSIS, Logic Apps, Service Bus, Event Grid, API Management, iPaaS tools, SQL/Oracle pipelines, and Scribe/TIBCO where it still makes sense.

Modern
Integration
Fabric
ADF
Fabric
KingswaySoft
Logic Apps
APIs / iPaaS
Observability

Azure Data Factory

Source-to-target movement, scheduled orchestration, parameterized pipelines, validation, retries, and operational monitoring.

ADFETLOpen details

Fabric Data Pipelines

Lakehouse ingestion, Dataflow Gen2, semantic model readiness, Power BI, and AI-ready curated data products.

FabricData PipelinesOpen details

KingswaySoft / SSIS

CRM migration, Dynamics/Salesforce integration, flat files, SQL/Oracle movement, package standards, and error outputs.

KingswaySoftSSISOpen details

Logic Apps + Service Bus

Event-driven workflows, reliable messaging, retries, dead-lettering, API actions, and decoupled enterprise processes.

Logic AppsService BusOpen details

APIs and iPaaS

MuleSoft, Boomi, Informatica, Fivetran, dbt, SnapLogic, API Management, webhooks, and provider-neutral integration planning.

iPaaSAPIsOpen details

Observability + Replay

Run IDs, sync audit, exceptions, replay, reconciliation, alerts, health dashboards, and daily operations reporting.

MonitoringReplayOpen details
Space-inspired data fabric

A constellation of systems connected by governed data pipelines.

The new motion system uses space-inspired visuals to communicate scale: many platforms, many data paths, one controlled architecture. This aligns better with enterprise ERP, CRM, cloud, analytics, and AI modernization.

Batch + scheduledADF and Fabric pipelines for high-volume and governed movement.
Event-drivenLogic Apps, Service Bus, Event Grid, webhooks, and async patterns.
CRM migrationKingswaySoft/SSIS for Dynamics, Salesforce, SQL, files, and API workloads.
Operate + replayMake integrations supportable with health, replay, and reconciliation.