The full story
The challenge
Nexus Trade Supply ran their sales operation through Salesforce. It held their contacts, their pipeline, and their account notes. It did not know anything about their stock.
When a sales rep spoke to a buyer, they could see the relationship and the recent activity. They could not see whether the products the buyer wanted were available, what quantities had been ordered before, or whether there was an outstanding fulfilment issue from the previous month. That information existed. It was in two separate systems that Salesforce had no connection to.
The workaround was manual. A rep who needed to quote accurately had to open the inventory system in one tab, the order management system in another, cross-reference the information, and then commit to an answer. That added time to every sales call and introduced risk. Stock that looked available during the check could move before the order was placed.
Errors were occasional but costly. A committed order on stock that turned out to be unavailable meant a delayed delivery and a difficult conversation with an account the team had worked hard to build.
The operations team had a parallel frustration. Orders confirmed in Salesforce still needed to be manually entered into the order management system. Two people touching the same data for no reason except that the systems did not connect.
The solution
We integrated Salesforce with both the inventory management system and the order management platform using a custom API layer built around Nexus’s specific data structures and business rules.
Within Salesforce, sales reps can now see real-time stock levels for any product directly on the account or opportunity record. The data refreshes automatically. What they see in the CRM is what is in the warehouse at that moment.
Order history from the order management system is linked to each Salesforce account. A rep can see every previous order, its status, and any fulfilment notes without leaving the CRM. That context makes conversations with buyers sharper and more efficient.
When a deal closes in Salesforce, the order is created in the order management system automatically. The manual re-entry step was removed entirely. The operations team receives the same order the sales team confirmed, without anyone transcribing it.
We built the integration to be resilient. Failed syncs are logged and retried. The sales team can see when a data refresh last ran and flag anything that looks incorrect. The system is transparent about its own state rather than failing quietly.
The rollout ran in parallel first. We confirmed the data was matching correctly across all three systems before removing the manual steps.
The result
The sales team stopped switching tabs during calls. Stock visibility in Salesforce meant they could quote confidently without a manual check. Conversations moved faster. Fewer opportunities stalled because of an unanswered question about availability.
Order entry errors disappeared because the order entry step was no longer manual. The operations team processed the same volume of orders with fewer discrepancies and fewer corrections.
Pipeline reporting improved because the connection between Salesforce and actual order history made the data more reliable. Management could see which accounts were growing and which needed attention, based on real numbers rather than CRM notes alone.
The systems the business already had did not change. The flow of information between them did. That was enough.
If your CRM is working in isolation from the rest of your operation, we can connect them properly.
What changed
After go-live, the shift showed up in the week first. Then it showed up in the numbers. Here is what that looked like on the ground.
without leaving the CRM
so reps know exactly where each account stands
with fewer back-and-forth steps in the sales process
How we approached this