solutions

Popular Solutions

CRM/ERP Integrations

One of our primary specialties, is migrating and integrating information between common mid-market CRM Systems (SwiftPage SalesLogix, Microsoft Dynamics CRM or Salesforce.com) and popular ERP Systems (Microsoft Great Plains/NAV/AX, Epicor, NetSuite).

Most of our solutions include Customer information, Products and Sales related data (Quotes, Orders and Invoice). However, we often build bridges for custom elements that you might need in front of your sales team (Sales Summaries, Quotas, Advanced Pricing, etc.). In addition, we can automate sales orders placed in your CRM, push them through to your ERP, and provide feedback to your users regarding order submission status and fulfillment. Get everything you need in one place.

Multi-System Integrations

We can help you automate the integration of information across multiple platforms. Perhaps you have orders in a custom website that need to be submitted to an ERP system, then submitted to a fulfillment house for shipping, with status and tracking information needed in a front-end CRM for your sales team to view for customer inquiries.

It's all within our expertise. We can help you design, implement and maintain a custom solution utilizing as many systems as needed, prevent loopback issues, overcome complicated challenges with record identity associations, improve data cleanliness and presentation, and deliver the information when you need it in the format that is most valuable to you. Maximize your potential through increased visbility today.

Cloud Marketing Integrations

Blue Peak Solutions has been on the "bleeding edge" for creating integrations utilizing cloud-based marketing tools and methodologies for effective campaigns. Let us help you gain increased visibility to online activity with your prospects, and push the envelope with inferred information from your sales campaigns.

While most online marketing products offer an "out of the box" integration with most CRM systems, don't be fooled. More often than not they result in limited functionality leaving you wanting more. We'll help you find (and create) the best solution for your environment, and extract the information you need.

CRM to CRM Migrations

As your company grows, it will eventually become necessary to upgrade to a more powerful and/or flexible CRM system. We are experts in successfully transitioning information, from most sources, to your CRM.

No matter where your informaton is (flat files, XML, Excel documents, Outlook contact lists, database tables, web services, an existing CRM, etc.), we can extract what's valuable to you, clean up problems or data elements that don't conform to more recent standards, consolidate duplicates, and insert your refined data into your new system in a more useful and accurate format.