How to connect ERP, CRM, and operations in one system
In many companies, the same story repeats: the finance team works in the ERP, sales uses the CRM, and operations rely on spreadsheets.
The result? Disconnected data, duplicated work, and decisions based on outdated information.
The solution starts with system integration — connecting ERP, CRM, and operations into one unified environment for efficiency, agility, and visibility.
1️⃣ Understand each system’s role
- ERP (Enterprise Resource Planning): handles finance, accounting, and inventory.
- CRM (Customer Relationship Management): manages the customer journey from first contact to post-sales.
- Operations: where the product or service truly happens.
These pillars must communicate to create a truly connected business.
2️⃣ Build a unifying management layer
Instead of replacing every system, the goal is to create a bridge of automation and visibility between them.
That’s where BPM (Business Process Management) comes in — organizing workflows so data flows seamlessly across departments.
3️⃣ Use a platform that centralizes everything
With Jestor, you can integrate tools like Oracle, Salesforce, and Omie, automating data exchange between financial, sales, and operational systems.
Each team keeps its preferred tools, while management gains a single source of truth — all in one app.
4️⃣ Gain clarity and speed
Once your data is connected, decisions become data-driven.
Automations eliminate manual tasks and errors, while dashboards provide real-time insights into company performance.
Connecting ERP, CRM, and operations isn’t just a technical project — it’s a cultural transformation toward a smarter, integrated business.
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and with AI support.
Discover how Jestor can take your company’s management to a new level of efficiency and integration: https://jestor.com/why-jestor/