CRM Integration & Consulting Services
Helping Your CRM Work Better with the Rest of Your Business
Your CRM plays an important role in how your business manages customer relationships, sales opportunities, and ongoing communication. But like any business system, it delivers the most value when it works seamlessly with the rest of your technology.
At Butiq, we help organizations configure, customize, and integrate leading CRM platforms so information flows more efficiently between sales, customer service, and operations. While Epicor ERP is our primary area of expertise, we also support organizations using Microsoft Dynamics 365, Salesforce, and HubSpot as part of their broader business ecosystem.
Whether you're improving an existing CRM, connecting it to Epicor, or looking to streamline business processes across multiple systems, we help build practical solutions that support the way your organization works.
Supporting the Systems Around Your ERP
Manufacturing businesses rarely rely on a single software platform.
Sales teams manage customer relationships in a CRM. Operations rely on ERP. Marketing may use its own automation platform. Customer service often depends on shared information from multiple systems.
The challenge isn't choosing the right software—it's making sure those systems work together.
We help organizations improve the flow of information between business applications, reducing duplicate data entry, improving visibility, and giving each department access to the information they need.
Our focus is on supporting the entire business process, not just a single application.
Let’s Talk About Your CRM Needs
CRM Platforms We Support
Microsoft Dynamics 365
Microsoft Dynamics 365 provides organizations with a flexible platform for managing customer relationships, sales activities, and customer service operations.
We help organizations configure Dynamics 365 to better support their business processes, improve workflows, and integrate customer information with other business systems, including Epicor.
Salesforce
Salesforce is one of the most widely used CRM platforms for managing sales pipelines, customer engagement, and business development activities.
We assist organizations with Salesforce customization, workflow improvements, reporting, and system integration to help ensure customer information is available where it's needed throughout the organization.
HubSpot
HubSpot combines CRM functionality with marketing automation, customer communications, and sales tools.
We help organizations configure HubSpot, improve business processes, and integrate customer data with ERP and other operational systems to create a more connected customer experience.
CRM Services We Provide
Every organization uses its CRM differently. Rather than applying a standard approach, we work to understand how your teams manage customer relationships and where opportunities exist to simplify processes.
Our CRM consulting services include:
CRM implementation support
System configuration
Workflow automation
Business process improvements
Reporting and dashboards
User experience improvements
Data migration
CRM and ERP integration
Ongoing system enhancements
Our goal is to help your CRM support your business—not create additional work for your team.
Connecting CRM and ERP
One of the most valuable improvements organizations can make is connecting customer information between their CRM and ERP systems.
When customer records, quotes, orders, and other business information move automatically between systems, teams spend less time entering duplicate data and more time serving customers.
We help organizations develop integration strategies that allow each system to focus on what it does best while sharing information where it's needed.
Examples include:
Customer synchronization
Sales order creation
Quote management
Contact information updates
Opportunity visibility
Customer history
Workflow automation
Rather than maintaining duplicate information across multiple applications, we help establish a reliable flow of data between systems that supports the entire business.
Helping Teams Work Better Together
Technology should make collaboration easier.
When sales, customer service, operations, and leadership all have access to accurate information, decisions happen faster and customer experiences improve.
Our approach focuses on helping business systems work together so every department has access to the information it needs without relying on manual processes or disconnected spreadsheets.
Whether we're configuring a CRM, improving workflows, or integrating systems, the objective is always the same: create a technology environment that supports the way your business operates.
Related Services
Many CRM projects overlap with other areas of your technology environment. You may also be interested in:
Let's Talk About Your Business Systems
Every organization has a unique combination of business applications, workflows, and operational goals.
Whether you need help improving an existing CRM, connecting it with Epicor, or simplifying the flow of information across multiple systems, we can help evaluate your current environment and recommend a practical approach.
We're happy to discuss your business systems, review your existing processes, and help identify opportunities to improve how your technology supports your organization.