Keep sales ops CRM aligned with ERP customer updates

Sales ops see ERP customer updates land in CRM late, causing reps to outreach with stale account info and skewed forecasts. This keeps account records current so reps forecast accurately.

Overview

When ERP updates don't make it into the CRM, reps sell from stale profiles and forecasts drift. This workflow keeps finance and sales aligned by maintaining current account records, eliminating manual handoffs and reducing data mismatches so reps start outreach with accurate details.

Notable Features

Keep CRM account fields updated
Match ERP records to existing accounts
Notify account owners on changes