01ALLIANCE ITS
Connect the Software Your Business Uses
We can connect your CRM, store and business applications so the information reaches the people who need it. We’ll check the connections each tool makes available first.
The connection shares data according to the agreed rules.
Explore the example →02THE PROBLEM
Decide What Information Needs to Move
We’ll agree on the records to share, where they are kept and what should happen if the connection fails.
03DETAIL
When This Service Fits
We can review these problems with you before recommending what to build.
CRM TO OPERATIONS
Share the agreed customer or opportunity data with the system that fulfills the next step.
STORE TO BACK OFFICE
Connect order information to the operational tools involved in fulfillment.
APPLICATIONS TO REPORTING
Make approved source data available to the model or report that needs it.
04DETAIL
What We Can Build for You
We’ll explain what we recommend building and what the project includes.
INTEGRATION DESIGN
A connection map, field definitions and synchronization rules.
IMPLEMENTED INTERFACES
The agreed APIs, connectors or middleware, with normal and failure cases tested.
OPERATIONAL DOCUMENTATION
Access ownership, error handling, retries and information needed for support.
05In practice
Keep a Transfer Visible When It Needs a Retry
Compare a working connection with an interrupted sample transfer.
Explore the example to see how the service could work. The scope depends on your process and systems.
See how to start →The connection shares data according to the agreed rules.
The connection shares data according to the agreed rules.
The error stays visible and the record is retained for a retry.
06METHOD
How We Work With Your Team
- 01
MAP THE EXCHANGE
Identify each system, record and source of truth.
- 02
VALIDATE INTERFACES
Review APIs, licenses, permissions and technical limits.
- 03
BUILD AND TEST
Implement transfers and validate errors, retries and duplicates.
- 04
HAND OFF OPERATION
Document the connection and the people responsible for it.
07FOCUS
What to Prepare
- The systems and records you need to connect
- Available API documentation, accounts and permissions
- The desired direction, frequency and exception rules
08Start here
Let’s Review Your Project
Tell us what you want to improve. The first review is free.
What we’ll review
The tools you need to connect and the information they should share.
How we can help
We’ll explain how we could help and what we recommend doing first.
Projects start at USD 4,000. The proposal explains what’s included.
Tell us about your project →09QUESTIONS
Questions About Systems and API integration
Which systems can you connect?
We can review CRMs, ERPs, online stores, point-of-sale systems and other applications. Each connection depends on the tool’s interfaces, permissions and licenses.
Will we have to migrate our current applications?
We first look at how to use what you already have. If a tool needs to change, we’ll explain why and quote that work.
How are failed transfers handled?
We agree on how to detect a problem, when to try again and who should be told. We test those cases before the connection is used in the business.
Can data move in both directions?
If the tools support it, we can plan a two-way connection. We first decide where each record is kept and what happens when the same field changes in both systems.
Can you integrate named enterprise platforms?
We can check the connections available in your installation of tools such as Salesforce, HubSpot, Microsoft Dynamics, SAP or Oracle. We confirm feasibility before proposing the work.
10SERVICES
Other Work You May Need
We can include related work in the same proposal when you need it.
WORKFLOW AUTOMATION
We can connect forms, approvals and tasks so your team spends less time entering the same information.
SEE MOREWHATSAPP AND CRM
We can save WhatsApp inquiries in your CRM, assign them to a sales rep and add follow-up tasks. We’re Blip partners.
SEE MOREBUSINESS INTELLIGENCE
We can connect data from your tools and build reports for the decisions you need to make.
SEE MOREONLINE STORES
We can build your store around the catalog, payments and order information your team needs.
SEE MORECUSTOM SOFTWARE
We build applications around the work your team needs to do and connect them to the tools you use.
SEE MORE11QUOTE
Tell Us What You Need
Tell us what you want to build or improve and which tools you use. We’ll review the project with you.
- Tell us what you need to improve
- We review the tools you use
- We explain the work we recommend and what it costs
12CONTACT
Let’s Review Your Project
Tell us what you want to improve. We’ll review it with you before preparing a proposal.