Service / 03 Integrate
AI Workflow & CRM/ERP Integration
Bring AI into the CRM, ERP and service platforms where work already happens.
/ 01The business problem
Why this matters
AI that lives in a separate tab gets used for a week. Adoption comes when suggestions appear inside the CRM record, the ERP approval screen or the service ticket, at the moment the decision is made.
Integration work is where AI projects meet reality: authentication, data mapping, rate limits, error handling and change management in systems the business depends on.
Who it is for
- CRM and ERP platform owners
- Revenue and service operations teams
- Enterprise architects responsible for integration standards
/ 02Scope
What the engagement covers
- 01Integration architecture and data mapping
- 02AI steps inside existing workflows
- 03Embedded UI components in business systems
- 04Write-back with validation and approvals
- 05Error handling, retries and monitoring
- 06User enablement and rollout
/ 03Technical approach
How we work on it
Respect the system of record
Business systems stay authoritative. AI proposes; validated changes are written back through supported APIs.
Integrate through platforms you own
Where you have an integration platform or event bus, we build on it rather than adding another.
Roll out with the users
Pilots run with a small group, feedback shapes the design and metrics prove the change before wider rollout.
/ 04Process
From first call to production
- 1
Consultation
A focused conversation about the problem, constraints and what success would mean.
- 2
Discovery
Evidence gathering: data samples, process walkthroughs and a measured baseline.
- 3
Proposal
Scope, approach, team, timeline, risks and a fixed or estimated price.
- 4
Delivery
Iterative sprints with demos and evaluation results at each milestone.
- 5
Handover or run
Documentation, runbooks and training, or ongoing operation by our team.
/ 05Deliverables
What you receive
- Integration design document
- Connectors and middleware services
- Embedded user interface components
- Monitoring and alerting
- Rollout and training plan
Engagement options
Delivery team
A cross-functional squad for a build or integration, planned in milestones with demos and evaluation results at each one.
Ongoing partnership
A monthly capacity agreement for continuous improvement, operations and support with agreed response times.
/ 06FAQ
Common questions
Which platforms do you integrate with?
Any platform with a documented API. Common ones include Salesforce, Microsoft Dynamics, HubSpot, SAP, Oracle, NetSuite, ServiceNow and Zendesk. We do not claim formal partner status with these vendors.
Will this affect platform performance?
Integrations are designed within API limits with queuing and back-off, and load is tested before go-live.
Related solutions
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- SolutionCustomer Support & CXFaster, more consistent service: AI triage, agent assist and self-service that hands over cleanly.
- SolutionFinance & ComplianceReconciliation support, policy checks and evidence gathering, with controllers firmly in charge.
Related product concepts
Talk to an engineer about ai workflow & crm/erp integration
Bring the problem and any constraints. You will leave the conversation with an honest view of the options, even if the answer is not us.