Data Cloud & Enterprise Integrations

The problem: data fragmentation

Your sales data lives in Sales Cloud. Billing data lives in the ERP. Usage data lives in a product database. Support data lives in Service Cloud. Customer health lives in a spreadsheet someone updates monthly. Until these are unified, every decision is based on incomplete information — and every system handoff is a place where data diverges.

Forecasts nobody trusts

Pipeline data in Sales Cloud doesn't account for billing status, renewal risk, or usage trends. Finance builds their own forecast in a spreadsheet.

Renewals missed

No single view of customer assets. Renewal dates are scattered across contract records, ERP entries, and someone's calendar.

Salesforce ≠ ERP

What Sales quotes isn't what the ERP invoices. Product codes, pricing, and terms diverge between systems.

Tax compliance gaps

Tax calculations are manual or use an expiring vendor license. Multi-jurisdiction compliance is a fire drill.

Data Cloud

Data Cloud unifies customer data across every system into a single real-time profile. We implement it to give Sales, Finance, and Customer Success a shared view of every customer — pipeline, billing, usage, support history, and engagement signals — without building custom integrations for every data source.

Customer 360 profiles — unified view across sales, service, billing, and usage data
Revenue intelligence — pipeline, forecast, and renewal analytics based on real data from all systems
Segmentation & activation — data-driven customer segments for marketing, sales, and CS
Data governance — quality frameworks, deduplication, consent management, and access controls

Enterprise integrations

Quote-to-Cash breaks when Salesforce and ERP don't agree on what was sold. Customer operations break when Service Cloud can't see billing history. We build the integration layer that makes every system agree — automatically, bidirectionally, in real time.

Middleware platforms

MuleSoft — API-led connectivity for complex, high-volume, enterprise-grade integrations
Workato — iPaaS for workflow automation and mid-complexity data sync
Dell Boomi — cloud integration for multi-system environments with diverse protocols

ERP connectors

NetSuite — bidirectional sync for orders, invoices, payments, and product catalog
SAP — integration for enterprise manufacturing and distribution workflows
Sage Intacct — financial operations, billing, and revenue recognition sync

Tax & payment integrations

Avalara — automated tax calculation and compliance across jurisdictions
Vertex — enterprise tax compliance with certificate management
Stripe — payment processing, subscription billing, and revenue collection
DocuSign — contract execution, e-signatures, and document management

Featured Case Study

Zero-downtime tax migration — Avalara to Vertex in weeks

Expiring Avalara license posed compliance risk. Built modular Vertex API integration with instant vendor toggle — zero code changes. Validation time: 2-3 days to under 5 seconds. >95% accuracy.

See all case studies →

Common questions

Do you only integrate Salesforce with other systems?

Primarily, but not exclusively. While Salesforce is the hub, we've built integrations between ERPs and tax engines, between product databases and billing systems, and between support platforms and CRM. We go where the data handoff breaks.

MuleSoft vs. Workato vs. Dell Boomi — how do you choose?

MuleSoft for enterprise-grade, high-volume, API-led architectures. Workato for mid-complexity workflow automation where speed matters. Dell Boomi for environments with diverse protocols and legacy systems. We recommend based on your actual landscape, not vendor preference.