CRM: Salesforce

CRM workflows that actually close the loop to the ERP.

Sales Cloud, CPQ, and Service Cloud are great at pipeline and case tracking — but the handoff to the ERP is still manual at most shops. AMSCO closes that loop.

Why shops get stuck

Salesforce runs the business.The workflow layer around it is still manual.

CPQ quotes are approved in Salesforce and retyped into the ERP.
Service cases cite products and orders but the link back to ERP records is brittle.
Account hierarchies drift between CRM and ERP, so margin views never line up.

What we ship

Builds we deliver on Salesforce,without touching the core.

CPQ-to-ERP handoff with contract, rebate, and credit checks enforced on the post
Service case enrichment with ERP order, shipment, and credit context
Lead scoring and cross-sell prompts sourced from ERP buying history
Account hierarchy reconciliation so CRM and ERP views agree

Integration surface

The interfaces your team already owns.

Salesforce REST, Bulk, and Platform Events. ERP writes via the connector your team already owns.

Core workflows

Six workflows we build.

Each build is custom to your ERP and your team. Typical timeline: 3 to 6 weeks from kickoff to live.

View all solutions →

Quoting

We read incoming RFQs and match them to your SKUs. Your CSR confirms and sends. Build: 1 to 2 weeks.

Order Entry

We parse POs from email, EDI, and PDFs. Your order desk verifies and releases. Build: 1 to 2 weeks.

Price Optimization

We surface margin and elasticity from your ERP data. Your pricing team decides. Build: 1 week.

Accounts Payable

We three-way match in seconds. Your AP lead approves. Build: 1 to 2 weeks.

Accounts Receivable

We auto-apply cash and draft dunning. Your AR lead sends. Build: 1 week.

Lead Generation

We score your install base for expansion and risk. Your sales leader prioritizes. Build: 1 week.

Integrations

We build onthe systems you already run.

Deepest on SAP, Oracle, Dynamics, Infor, and Epicor. If what you run is not here, tell us. We will tell you honestly whether we are the right fit.

+ SAP ECC, S/4HANA, JD Edwards, Dynamics CE / F&O, EWM, PM, MM, QM, MII, Kinaxis, ServiceNow, and more

Proof of delivery

What they asked for, how long it took,who runs it now.

View all case studies →

Manufacturing · Food manufacturing

From four hours per quote to verified quotes in twenty minutes

Food manufacturer

2 days

from kickoff to live intake, matching, and verification

Read case study →

Manufacturing · Aerospace plastics manufacturing

From weeks of market research to same-day manufacturing prioritization

LP Aero

80%

reduction in data entry and collection time

Read case study →

Manufacturing · Geotechnical field services

Paper borehole logs to structured, model-ready data, at enterprise scale

BoreDM

~$1M

in labor savings

Read case study →

Get started

Tell us what your teamspends its afternoons on.

Send us your ERP and the workflow that hurts the most. We will tell you what we would build, how long it would take, and what it would cost.

Prefer to talk live?