ERP & CRM Data Integration Services
The ERP & CRM Data Integration Problem
ERP giants like NetSuite, Dynamics 365, SAP, and Odoo all want your entire business to live within their ecosystem — because the deeper you go, the more they bill. The problem? They’re all solid systems, when configured professionally, but they're not great at everything.
Modern ERPs are all good at transaction capture, reporting, and basic inventory control — but when it comes to areas like marketing, CRM, or advanced forecasting..they fall short. That’s where tools like HubSpot, Salesforce and sophiticated decision intelligence models come in. But integrating ERP and CRM data, to get a unified view of the business, is difficult:
- ERP & CRM business keys don’t match, making cross-system joins complicated.
- ERP & CRM bulk data extracts over APIs are painfully slow (and expensive):
- ERP & CRM incremental extraction is best but Change Data Capture (CDC) introduces technical challenges.
- ERP & CRM historical changes (like lead journeys in Hubspot or order changes in Netsuite) get lost.
- ERP & CRM analysis in excel won't scale due data volumes and formulae lookups.
ERM & CRM integration is minefield that can blow up that largest organisations. The software vendors sell safe passage with their latest Data Warehouse or Data Lake solutions but these typically arrive as empty boxes needing filled with their expensive consultancy.
The ERP & CRM Data Integration Solution
What companies need is a simple repeatable pattern for combining ERP and CRM data sets at enterprise-scale, free from vendor lock-in. A data integration solution that captures every operational data movement and surfaces the interactions in a unified data lakehouse ready for analysis. Millersoft helps companies achieve ERP & CRM data integration nirvana by using open source components like Apache Iceberg and modern modelling methodologies like the Unified Star Schema.
Millersoft unifies ERP, CRM, and other operational data so your pivot tables fly, your dashboards shine, and your AI models finally see the big picture.
Here's how we do it:
- Seamless integration between ERP systems (SAP, NetSuite, Dynamics, Odoo) and CRMs (Salesforce, HubSpot, etc.)
- Separate storage from compute using Apache Iceberg and scale effortlessly in our out of the Cloud.
- Resolving ERP & CRM business key mismatches using advanced modelling techniques.
- Use One Federated Query Engine like Athena or Trino to combing interact with the models.
- Historical data capture and change tracking using the latest CDC approaches.
- Design and implementation of scalable lakehouse platforms (e.g., on AWS, Azure, GCP)
- Unified storage for structured and semi-structured data
- Support for real-time and batch ingestion
- Data Lakehouse tables built using open standards like Apache Iceberg
- Custom and open-source pipelines using tools like Apache Hop, dbt, Airbyte, Altreyx, Apache Spark
- Optimized for high-volume, low-latency ingestion
- Data quality and validation checkpoints
- Real-time capture of logs, metrics, and system state from infrastructure and applications
- Integration with observability platforms (Grafana, Prometheus, Loki)
- Data unification across cloud platforms (AWS, Azure, GCP)
- Hybrid integration (on-prem to cloud)
- Vendor-neutral architecture to avoid lock-in
- Creation of scalable, AI/BI-friendly dimensional models
- Optimized for pivoting, aggregation, and predictive analytics
- Supports unified analytics across operational domains
- Integration with REST/SOAP APIs and event hubs (Kafka, Pub/Sub, RabbitMQ)
- Real-time data movement and syncing
- Microservices-aware data orchestration
- Metadata management and data cataloging
- Lineage tracking and compliance monitoring
- Role-based access and audit trails
- Prepping data for Power BI, Tableau, Looker, or custom dashboards and Sheetloom
- Integration with AI/ML platforms for intelligent analytics
- Tuning of ETL/ELT processes for scale and efficiency
- Cost-conscious architecture design to minimize cloud spend