Sales, finance, and support pull a different number for the same account, each from a system with its own version of the customer. Relevant Software’s CRM data integration reconciles those systems into one customer record every team can trust, from the first lead to the final invoice.
We map every object and field in your Salesforce or HubSpot instance against the systems it should agree with, and set which system holds the correct value for each field.
Our team builds the matching rules that collapse the same lead or contact, entered through multiple channels, into one customer record.
We resolve the same customer across your CRM, billing, and ERP into one identity, even when no shared ID exists between them.
Relevant Software lands reconciled CRM data into your warehouse alongside your other sources, so the view your analysts query is already consistent. Our data engineering team builds the data warehouse models and analytics behind that view.
We align customer and account records between your CRM and your ERP, so Salesforce or HubSpot and NetSuite or SAP stop telling you different things about the same account.
Every place a customer or account record lives gets mapped, along with where two systems disagree on the same field. You get the full picture before anything is reconciled.
Each shared field gets a rule for which system holds the correct value, documented and owned by your team.
Matching rules collapse duplicates and resolve the same customer across systems into one identity, with low-confidence matches sent for review.
The unified customer record lands in your warehouse, and your team reviews it against the sources before it goes live.
The dataset goes live with monitoring for new duplicates and schema drift, plus runbooks your team runs without us.
ISO 27001:2022 certified, GDPR covered, HIPAA-ready. Customer records carry lineage back to their source system, so a privacy review has an answer instead of a guess.
96% employee retention. The team that built your matching rules is still there when you add the next system to the customer record.
98% client satisfaction. Most of our data engagements come from clients returning for the next system.
Our engineers use AI-assisted development to cut matching and reconciliation delivery time by up to 50% and reduce bugs by up to 20%, with every matching rule still passing senior code review before it touches production data.
14 days to roadmap. You get a scoped reconciliation plan and cost estimate before committing to the full build.
We give every shared field a system-of-record rule, and we set those rules with you during mapping. The rule names which system holds the correct value, and it settles the field every time the two disagree. We set the rule at the field level, so the CRM can own a deal’s stage while billing owns its paid amount. To find your own trouble spots, list the fields two teams argue over most: account status, revenue, owner. If you don’t have that list, our team surfaces the conflicts during the mapping audit.
Two variables drive both: how many systems join the customer record, and how clean their data starts. Two systems with reliable IDs reconcile quickly. More systems, or heavy duplication with no shared key, take longer, because matching and cleansing carry more of the work.
You can size it yourself: count the systems in scope and estimate the duplicate rate in your CRM. If you have those numbers, contact us with them and we’ll return a scoped plan and cost estimate. If you don’t, our team measures the duplication during the audit.
CRM data integration reconciles the data, so every system reports the same customer. A live connection that makes the CRM update another app the moment a record changes is a systems-integration build, and our software integration team owns that work. To tell which you need, ask whether the problem is disagreeing reports or a missing real-time trigger between apps. If it’s the reports, we handle it here. If it’s the trigger, or both, tell us the outcome you’re after and we’ll point the work at the right team.
Yes, we do, and the mapping resolves the difference. Salesforce and HubSpot model the same concepts differently: a HubSpot company maps to a Salesforce account, their lifecycle stages share no definition, and custom fields rarely align. We map each platform’s objects to one shared definition of the customer, so the reconciled record reads the same whichever platform a value came from. Building directly against the Salesforce or HubSpot API is a separate API integration task, and our team covers it. Send us both instances and we’ll map the objects that need aligning.
CRM data integration specializes in the customer record, reconciling the CRM with the systems around it. Reconciling any other set of sources is data integration.
Landing raw source data before reconciliation is data ingestion. Our data engineering team builds the pipelines and analytics on top of the reconciled data.
Tell us what your customer record has to feed and we’ll scope the reconciliation so your reporting starts from one version of each account.
From Salesforce and HubSpot to your billing and ERP data, we reconcile the customer into a single source your teams can trust.
Tech label
Healthcare
AI
