For your role
Data Integration for Sales Operations
Your team sells in the CRM, but stock, prices and order status live in the ERP. Rapidi brings that ERP data into the CRM and sends orders back, so reps can answer customers without asking the office. No code.
What slows the team down
Reps have the customer in front of them and the answer in another system.
- Reps phone or email the office to check stock, prices or order status.
- A customer asks where an order is, and nobody in sales can see it.
- Orders are entered in the CRM, then typed into the ERP again.
- Prices in the CRM no longer match the prices in the ERP.
- Sales people share ERP logins just to look things up.
- The team does not trust the data in the CRM, so it does not use it.
What Rapidi does for sales operations
ERP data comes into the CRM. Quotes and orders go out to the ERP.
Products and prices from the ERP
Items move from the ERP to CRM products, and with Salesforce, ERP pricing and discount models are converted into price books, often including the currency dimension.
Stock levels in the CRM
Inventory levels are among the objects commonly synchronised from the ERP to the CRM, so reps can check what is available before they promise it.
Quotes and orders into the ERP
At a trigger point you choose, such as an accepted quote or a won opportunity, Rapidi creates the customer, the contact and the sales order in the ERP.
Order status back on the account
ERP sales orders sync back, so order number, amount and status show on the account, through order changes, part delivery and part invoicing.
Invoices, payments and credit
Posted invoices, credit memos and payments return to the account, with credit status and balance, so reps know what is owed before they call.
Why the team keeps using it
The CRM becomes the place the answer is.
- Sales stays in the CRM. Sales works only in the CRM, so you do not buy sales user licences for both systems.
- Fast where it matters. Orders can move the moment they are raised while the product catalogue syncs overnight.
- Schedules you set. Daily, hourly, every 10 minutes, every minute, or triggered, depending on your subscription level.
- One order number in both systems. The ERP order number is written back to the opportunity, so sales and finance talk about the same order.
- Custom objects too. Standard and custom objects are both in scope, not only the out-of-the-box ones.
Three steps, no developer
- Connect. Choose the CRM and the ERP you want to integrate.
- Configure. Start from the template for your pair and adapt the transfers on screen, field by field.
- Sync. Products, prices, orders and invoices move automatically, on the schedule you set.
Sales teams using Rapidi
Stock, price lists and open orders in Salesforce
Homespice Decor carries around 3,000 products with up to eight prices each. Inventory, all price lists, open sales orders, sales history and payment history flow from Dynamics NAV into Salesforce every two hours. The company saved roughly half a full-time job a week.
Sales history under every account
At Milestone Systems, products and prices are maintained in Dynamics NAV and kept current in Salesforce. Invoices and credit notes appear under the matching account, so account executives see the total and the detail of sales to each customer.
Orders and invoices on a phone
Derek Rose sends outstanding orders with their status, invoices and credit notes from Dynamics NAV to Salesforce, and reads them on a mobile through Salesforce. Two days after signing up for a trial, all its invoices were inside Salesforce.
In their own words
“We can see orders, invoices and ledger entries. Having all this information right there we now know straight away what we can deliver, which saves us a lot of time and effort.”
Operational Chief Manager, Homespice Decor
“Having been able to integrate Microsoft Dynamics NAV and Salesforce, all the needed information is now visible to all our account executives. This makes it easier for our sales people to get an overview of the sales and make statistics without having to switch to other systems. This translates into better customer and partner relationships and in the end, more sales.”
Online Manager, Milestone Systems
“Now I’m able to give my customers the right and up-to-date information they need, even when I’m out at the customer itself. I just have a look on my mobile and the information is there.”
Managing Director, Derek Rose
Where to go next
See how quotes, orders and master data move, and the CRM and ERP pairs Rapidi covers.
Other roles:
Frequently asked questions
How do I give my sales team ERP data in the CRM?
Connect the CRM and the ERP with Rapidi. Products, prices, order status, invoices and payments move from the ERP to the CRM on the schedule you set, so reps see them on the account.
Can reps see stock levels in the CRM?
Yes, inventory can be synchronised from the ERP to the CRM. At Homespice Decor, product inventory, price lists and open sales orders reach Salesforce every two hours.
Can quotes and orders go from the CRM to the ERP?
Yes. At a trigger point you choose, such as the first accepted quote or a won opportunity, Rapidi creates the customer, the contact and the sales order in the ERP.
How current is the data?
You choose per object: daily, hourly, every 10 minutes, every minute, or triggered, depending on your subscription level. Orders can move the moment they are raised while the product catalogue syncs overnight.
Do reps need an ERP licence?
Often not. Sales works in the CRM, and orders and posted invoices come back to it, so many users do not need a licence for both systems.
Will the team actually use the CRM?
That depends on what is in it. At Homespice Decor, one person used Salesforce before the integration. Once inventory, prices and orders from Dynamics NAV were there, it became the place the sales team works.
Which CRMs and ERPs does it connect?
Salesforce, Dynamics 365 Sales and HubSpot on the CRM side, with ERPs such as Dynamics 365 Business Central, Finance and Operations, NAV, GP, C5 and Oracle NetSuite.
Last reviewed: 17 September 2026.
What does your team still have to ask for?
Tell us which CRM your team sells in and which ERP holds stock and orders, and we will tell you plainly what it takes to bring that data across.