CRM, ERP, and Spreadsheets: How to Connect Your Data Properly

Disconnected systems create reporting delays and data inconsistency. Integration should focus on data ownership, timing, and clear process rules.

Integration fundamentals

• Define a system of record for each data domain
• Use automated sync points for critical updates
• Standardise key fields across platforms
• Apply validation rules before write-back
• Monitor failed sync events and exception workflows

For SMEs, this often starts by replacing spreadsheet dependencies with integration-led custom business software.