How to Integrate Sales, Finance, and Operations in One Place

In many companies, each department works in isolation — sales uses a CRM, finance works in an ERP, and operations rely on spreadsheets.
The result? Mismatched information, rework, and slow decision-making.

The solution lies in BPM (Business Process Management) — a structured way to connect and automate workflows across departments, ensuring everyone works with the same data and goals.
And with modern BPM platforms like Jestor, you can achieve that integration without code.

Here’s how to unify sales, finance, and operations:

1️⃣ Centralize everything in a single BPM platform
Jestor connects CRM, ERP, and internal workflows in one environment, keeping all teams aligned and up to date.

2️⃣ Build workflows that link departments
When a sale is approved, finance is notified automatically.
When payment is confirmed, operations start the delivery — all without manual steps.

3️⃣ Eliminate rework with automation
Real-time data synchronization ensures that no one is working with outdated or duplicate information.

4️⃣ Use AI to build apps that connect teams
Jestor’s AI helps create custom internal apps that bridge sales, finance, and operations seamlessly.

5️⃣ Get a complete view with real-time dashboards
Monitor revenue, cash flow, and operational performance in one single dashboard — no manual reports required.

👉 Conclusion:
Integrating sales, finance, and operations is the foundation of scalable growth.
With Jestor, your company can bring BPM to life — automating workflows, connecting systems, and building internal apps with AI, all without code.

Jestor is a BPM platform that lets you automate workflows, connect departments, and build internal systems your way — all without code and with AI that helps build apps.
Discover how Jestor can take your company’s management to a new level of efficiency and integration at https://jestor.com/why-jestor/