CRM Integration & Migration

Connecting and modernizing the systems the work depends on, with validated data and monitored interfaces.

CRM

What does DESSS include in CRM integration & migration?

DESSS integrates CRM with ERP, accounting, marketing, telephony, e-commerce, and data platforms, and migrates from Salesforce, HubSpot, Dynamics, Sugar, spreadsheets, or legacy CRM with deduplication, field mapping, and history preserved.

WHAT'S INCLUDED

CRM to ERP integration

Accounts, orders, invoices, and credit status synchronized with clear ownership per field.

WHAT'S INCLUDED

Legacy CRM migration

Migration with deduplication, merge rules, and activity history retained rather than abandoned.

HOW WE DELIVER

Six things you get

What a DESSS crm integration & migration engagement covers, and what you receive at the end of it.

CRM to ERP integration

Accounts, orders, invoices, and credit status synchronized with clear ownership per field.

E-commerce integration

Web orders, carts, and customer accounts flowing into one customer record.

Legacy CRM migration

Migration with deduplication, merge rules, and activity history retained rather than abandoned.

Data quality and deduplication

Matching rules, survivorship, and ongoing duplicate prevention rather than a one-off cleanup.

Marketing and telephony integration

Email platforms, call systems, and chat connected to the customer timeline.

Analytics and warehouse feeds

CRM data landed in your warehouse for blended reporting with finance and product data.

HOW TO ENGAGE

Advice, delivery, or managed service

Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.

Consulting & Advisory

Assessment, platform selection, business case, and roadmap — before you commit budget.

Implementation Services

Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.

Managed Support Services

Monitoring, incident handling, enhancements, and release management from the team that built it.

Training & Change Management

Role-based enablement that turns a working system into an adopted one.

Related products & modules

CRM Integration & Migration is most often delivered alongside these, in a phased roadmap that avoids rebuilding earlier work.

Salesforce

Salesforce is the market-leading cloud CRM platform, delivered as a family of clouds — Sales, Service, Marketing, Commerce, Experience, and Data Cloud — extended through the Salesforce Platform and Einstein AI.

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Zoho CRM

Zoho CRM is a customizable cloud CRM covering sales, marketing, and support, and it sits inside the wider Zoho ecosystem of finance, HR, and productivity applications.

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Dynamics CE

Dynamics 365 Customer Engagement is Microsoft's CRM family — Sales, Customer Service, Field Service, and Customer Insights — built on Dataverse and the Power Platform with Copilot woven through it.

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HubSpot

HubSpot is an all-in-one customer platform built around a free CRM core with Sales, Marketing, Service, Content, and Operations Hubs layered on top.

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SAP CX

SAP's customer experience portfolio spans SAP Sales Cloud, Service Cloud, Emarsys marketing, CPQ, and Customer Data Cloud, alongside the classic SAP CRM on-premise system.

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Oracle CX

Oracle CX Cloud covers Sales, Service, Marketing (Eloqua), CPQ, and Unity CDP, while Siebel CRM remains in service at many large enterprises.

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COMMON QUESTIONS

Frequently asked questions

Whichever is right for the interface, and we say why. A nightly file transfer does not need an enterprise integration platform, and a real-time order flow should not be a scheduled script.

It logs, retries if appropriate, alerts a named owner, and lands in a queue you can reprocess. Error handling is designed alongside the happy path, not added after the first incident.

Usually. We have integrated to FoxPro, AS/400, on-premise legacy databases, and undocumented APIs. Where there is genuinely no safe route, we say so before you spend money on it.

All of them: Salesforce, Zoho CRM, Microsoft Dynamics 365 CE, HubSpot, SAP CRM & Customer Experience, Oracle CX & Siebel, NetSuite CRM, SugarCRM, Zendesk, Adobe & Marketo Engage. The process is the same; the platform expertise is what changes.

GET STARTED

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