Bridge the Gap Between Sales and Operations
Your sales team lives in Salesforce. Your operations team lives in the ERP. When these two systems don't talk, you get misquoted pricing, delayed orders, and sales reps chasing operations for status updates. We build the bridge that makes both teams faster.
Trusted by innovative teams worldwide
Certified Salesforce & ERP Integration Expertise
Our team holds certifications across the Salesforce ecosystem and enterprise ERP platforms.
End-to-End Salesforce-ERP Integration — From Lead to Ledger
We connect Salesforce to your ERP across the entire revenue lifecycle — so sales, operations, and finance all work from the same data.
Quote-to-Cash Automation
Sales quotes created in Salesforce CPQ automatically generate sales orders in your ERP — with validated pricing, inventory checks, and credit holds applied before the order drops. No manual re-entry.
Unified Customer Master
Customer records, contacts, addresses, and credit terms sync bi-directionally between Salesforce and your ERP. Sales reps see payment history and open invoices. Finance sees opportunity data and forecasts.
Real-Time Inventory in Salesforce
Sales reps can check real-time inventory availability from your ERP directly in Salesforce — before promising delivery dates to customers. No more "let me check with the warehouse" delays.
Invoice & Payment Visibility
Open invoices, payment status, and account balances from your ERP surface in Salesforce — so sales reps can have informed conversations about accounts receivable without calling finance.
Opportunity-to-Revenue Tracking
Closed-won opportunities in Salesforce create orders in your ERP. Revenue recognition, fulfillment status, and delivery confirmation flow back to Salesforce for complete deal visibility.
Product & Price Book Sync
Product catalogs, pricing tiers, and discount rules managed in your ERP sync to Salesforce price books automatically — ensuring sales always quotes from current, approved pricing.
Are Your Sales Reps Still Calling Finance to Check Order Status?
Let's put ERP data right inside Salesforce. Real-time inventory, invoices, and order tracking — no phone calls needed. Book a free assessment.
Salesforce-ERP integration isn't just a data sync — it's the foundation of revenue operations.
We've connected Salesforce to ERPs for companies ranging from 50-person manufacturers to 2,000-person enterprises. The integration complexity scales with your business rules — custom pricing, multi-entity structures, complex approval workflows — and we've handled all of it.
Salesforce-ERP Integration That Drives Revenue
At OpenMalo, CRM-ERP integrations are built on three principles: sales team adoption, data accuracy, and operational speed.
Why Companies Choose OpenMalo for Salesforce-ERP Integration
We've connected Salesforce to every major ERP — and we understand that the integration has to work for sales reps, not just for IT.
Let's Connect Salesforce to Your ERP
Tell us about your Salesforce setup and ERP system — we'll design an integration strategy that works for your sales and operations teams.
Our Engagement Process
CRM & ERP Discovery
Map your Salesforce org structure, custom objects, sales workflows, and ERP modules to identify integration points and data flow requirements.
Integration Architecture
Design the middleware layer, API strategy, data mapping, sync frequency, conflict resolution rules, and error handling for every integration point.
Build & Integrate
Implement quote-to-cash flows, customer master sync, inventory visibility, and financial data integration — iteratively with user feedback at each stage.
Test & Train
End-to-end testing with real data — including edge cases, error scenarios, and volume testing. Sales team training on new workflows and data visibility.
Go-Live & Optimize
Production deployment with monitoring dashboards, adoption tracking, and 30-day optimization period to refine sync rules based on real usage patterns.
What Our Clients Say
“Our sales reps were spending 40% of their time on admin — entering orders in the ERP, checking inventory by email, chasing finance for invoice status. OpenMalo put all of that data inside Salesforce. Our reps now spend that time selling instead.
“The quote-to-cash automation changed everything. Our sales cycle dropped from 14 days to 5 because quotes convert to ERP orders instantly. No more lost orders sitting in someone's inbox waiting to be manually entered.
“What impressed me most was how they designed the integration for our sales team, not just our IT team. The Salesforce UI shows exactly what reps need — inventory, pricing, order status — without any extra clicks or training.
85% Faster Quote-to-Cash for a B2B Manufacturer
Salesforce-ERP Integration at Atlas Manufacturing
How we connected a 500-person manufacturer's Salesforce org to their SAP ERP — automating quote-to-order conversion, giving sales reps real-time inventory visibility, and cutting the sales cycle from 14 days to 5.
Sales and operations working in silos with manual handoffs
Atlas Manufacturing had 80 sales reps using Salesforce and an operations team of 200 in SAP. Quotes were created in Salesforce but orders had to be manually re-entered in SAP. Inventory checks required emailing the warehouse. Invoice status meant calling accounts receivable.
Our Approach: 3-week discovery, 7-week phased implementation using MuleSoft — covering Salesforce CPQ to SAP order conversion, bi-directional customer master sync, real-time inventory visibility in Salesforce, and invoice/payment status surfaced in the CRM. Full sales team training included.
Read Full Case StudyFrequently Asked Questions
We integrate Salesforce with SAP (S/4HANA, Business One), NetSuite, Microsoft Dynamics 365, Epicor, Infor, Sage Intacct, and Acumatica. We also work with industry-specific ERPs in manufacturing, distribution, and professional services.
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