Industrial Real-Time CRM & Ledger Reconciliation Architecture
Client · Global Freight & Multi-Modal Logistics Partner
- Enterprise Systems Integration
- CRM Automation
Project description
Project description
Insyrge designed a CRM and ledger reconciliation architecture for a freight and multi-modal logistics partner.
Sales, operations and finance were working from disconnected tools, which caused duplicate records and slow month-end checks. We connected the CRM to the ledger with a clear sync path, validation rules and exception handling so both systems stay aligned.
The engagement covered process mapping, integration design, testing and training so the client’s team could run the sync day to day.
Key features
- CRM to ledger sync design
- Duplicate and exception handling
- Process mapping with operations and finance
- Training for the client’s team
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