CRM → ERP
Bad CRM records do not stop at the CRM
When customer, contact, or order data syncs from CRM to ERP, small quality failures become billing errors, fulfillment blocks, and reporting drift. Refinery governs the sync path before ERP truth is corrupted.
Typical CRM → ERP failures
- Duplicate accounts create split customer masters in ERP
- Missing VAT, payment terms, or ship-to codes block order processing
- Ownership conflicts between sales and finance systems
- Stale CRM status synced as active ERP customer
- Enrichment overwrites ERP-trusted fields without review
How Refinery helps
Run Shadow Baseline on the CRM → ERP path to measure issue rate and auto-fixable vs review-required split. Move to a Proof-Backed Repair Pilot for policy-gated sync repair with verified writeback and receipts.
Example governed path
Detect
Duplicate account flagged on outbound sync
Decide
Policy blocks merge; routes to review with match evidence
Verify
ERP readback confirms customer master unchanged until approved
Related pages
Baseline your CRM → ERP pathStart read-only. No production writeback required. Do not submit secrets through public website forms. Privacy