The problem

Your tools don't talk to each other

"The customer is in the CRM, the invoice is in QuickBooks, the contract is in a shared folder, and nobody has the same version." Each application does its own job well, but none of them knows what the others are doing. So your employees become the bridge, copying information from one screen to the next.

That duplicate entry costs time, creates mismatches between systems and makes the big picture hard to see. When management asks for a number, someone has to piece it together by hand from three sources that don't always agree.

What we build

Connected systems, one version of the truth

Before

The same customer data entered in the CRM and in accounting
Data moved by exporting files and copy-pasting
Reports built by hand from several files
Frequent mismatches between systems

After

Data entered once and passed on automatically to your other tools
Transfers scheduled or triggered by an event, such as a closed deal or a signed contract
Centralized dashboards for a unified view of your operations
Systems that stay in sync

Inventory your systemsWe list your software, what each one holds and which information moves between them.
Define the source of truthFor each piece of data (customer, product, price, invoice), we decide which system is the reference, to avoid conflicts.
Build the connectionsWe set up automated transfers between platforms, with checks that catch errors.
Centralize the big pictureIf useful, we bring the key figures together in a single dashboard for management.

Tools

CRM, ERP, accounting and e-signature

We connect Salesforce, QuickBooks, DocuSign, your ERP and your Excel files, among others. Depending on the case, data flows through Zapier, Power Automate or the applications' native connections. We stay fully vendor-independent: the tool we pick depends on your situation, not on a commercial agreement.

Scope

What's included

An inventory of your systems and the data flowing between them
A defined source of truth for each type of information
Implementation and testing of the connections
A centralized dashboard, if your management needs one
Documentation and training for your team

How it unfolds

The free efficiency analysis shows which connections remove the most duplicate entry. We build them one at a time, checking at each step that data arrives complete and accurate before adding the next one.

FAQ

Frequently asked questions

Do we need to replace our CRM or ERP?

Rarely. Our approach is to optimize your existing tools and connect them. We only recommend a change when a tool is truly holding you back, and we have nothing to sell you.

What happens if a connection fails?

We build in checks and alerts so an error is caught quickly instead of going unnoticed. Your team knows what to look at, and we remain available according to the support option you choose.

Who on your team understands security?

Security, risk management and data excellence are part of Martin Pomerleau's expertise, built over 25+ years of experience, including as a Vice-President in the banking sector.

Can the work be done remotely?

Yes. Integrations are configured online. We serve businesses worldwide, in English and French.

Keep exploring

Related pages

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