The Problem
Sales teams work in the CRM but lack visibility into ERP data that matters — outstanding invoices, lifetime value, order frequency, payment behavior. This means sales reps don't know if a customer is overdue, how much they spend, or when they last ordered.
How The Workflow Works
1
APIWORX reads account and transaction data from the ERP
2
Lifetime value, order frequency, and average order value are calculated
3
Payment status and outstanding balance are retrieved
4
Enrichment data is pushed to matching CRM account records
5
Custom fields in the CRM display ERP-sourced data
6
CRM reports and dashboards reflect enriched data
7
Enrichment runs on a schedule to keep data current
Systems Typically Involved
Data Objects
Accounts
Order History
Lifetime Value
Payment Status
Credit Limits
Open Balances
Business Outcomes
Sales reps see customer financial health in the CRM
Better upsell and cross-sell with purchase pattern visibility
Proactive collections with payment status visibility
Data-driven account prioritization for sales teams
