Can the new system be integrated with existing ERP/CRM systems?

Whether it is cloud SaaS, on-premise deployment, or a hybrid architecture of ERP/CRM, Geek Jump can achieve data interoperability and process collaboration through mature technical solutions. Currently, this capability has been verified in digital transformation projects of more than 300 customers in different industries, with stable results.

 

 

1. Three Integration Schemes: Choose According to Actual Enterprise Situation

Geek Jump is based on a multi-agent technology framework and can provide three core integration schemes. Enterprises can choose based on their own IT foundation and business needs:

1. Standard API Direct Connection (Recommended)

Relying on standardized interfaces such as open RESTful APIs and Webhooks, real-time synchronization of ERP and CRM data can be achieved. For example:

• After creating a new customer order in CRM, the system will automatically call the ERP’s “Inventory Query API” to check if the stock is sufficient (response speed is in milliseconds). If the stock is sufficient, a sales order will be directly generated in the ERP;
• Geek Jump has a “Coordinator” communication agent that can automatically handle field mapping issues (for example, “Customer Level A” in CRM corresponds to “VIP Customer” in ERP), without manual adjustment.

2. Middleware Integration Platform (Suitable for Complex Scenarios with Multi-System Collaboration)

If an enterprise needs multiple systems such as ERP, CRM, and OA to work together, a low-code middleware can be added as a data transit station. Without writing too much code, data flows can be set up through visual configuration, such as “New customer in CRM -> Automatically sync to ERP to create customer profile -> Trigger financial system to open account”, which not only lowers the technical threshold but also supports cross-system linkage.

3. Database and File Collaboration (Adapted for Legacy Systems without Open Interfaces)

Some legacy systems do not have open interfaces. In this case, integration can be achieved indirectly through database views, intermediate tables, or file import/export. For example: Batch sync inventory data from ERP to the Geek Jump system every morning, and after analysis by the “Inventory Agent”, push it to CRM, so the sales team can quote accurately based on this data.

 

2. What Value Does Integration Bring? Clearer with Actual Cases

(1) Core Business Benefits, Mainly in These Aspects

In terms of data interoperability, it can solve the data island problem where “customer information is in CRM, but order data is in ERP”. This is achieved by multi-agent automatic verification of data consistency, eliminating the need to manually search for data across systems.

In terms of process automation, orders that originally took 2 hours to process can be completed in 30 minutes after integration. The key is the real-time calling of APIs and the optimization of original processes, reducing manual transfer steps in between.

In terms of decision optimization, the accuracy of sales forecasting can be improved by about 40%, because the system integrates and analyzes data from cross-systems such as ERP and CRM, making judgments more grounded.

In terms of cost control, the error rate of manual data entry can be reduced from 15% to less than 3%. This is because fields can be automatically mapped, and exceptions are monitored in real-time, reducing rework costs caused by incorrect entry.

 

(2) Two Typical Industry Cases for Reference

• New Energy Group (ERP Integration): After the Geek Jump system docked with the enterprise’s Yonyou ERP, the “Calculation Agent” automatically grabs equipment procurement cost data from the ERP, and combines it with the solar radiation database to calculate the revenue of photovoltaic projects. Report generation efficiency increased by 64%, and the rework rate dropped directly to 0;
• Cross-border E-commerce (CRM+ERP Linkage): After integrating Shopify CRM and Kingdee ERP, the “Customs Clearance Agent” real-time syncs order data and ERP inventory. The customs clearance delay rate dropped from 25% to 3%, reducing losses by more than 8 million in a year.

 

 

3. How to Implement? Four Steps to Control Risks

Geek Jump uses the implementation method of “Sort out business first, then match technology” to ensure the smooth progress of the integration project:

• Preliminary Assessment: First form a cross-departmental team to clarify the data dictionary (such as unifying product coding rules), and assess the database type and interface openness of ERP/CRM;
• Phased Implementation: First realize the basic synchronization of “Customer Information + Orders”. After that is smooth, proceed to the full-link integration of “Inventory – After-sales – Finance”. Each stage uses KPI to verify the effect (for example, the order synchronization success rate must reach 99.5% or more);
• Security Protection: Data transmission uses SSL encryption, and permission control is granular (for example, sales can only view inventory but cannot change financial data). Operation logs are also retained for easy auditing;
• Continuous Optimization: Build a monitoring platform. Once there is a problem with the interface (such as synchronization interruption caused by network fluctuations), it can warn in time. If there are new business needs in the future (such as adding pre-sale order types), the interface functions can also be extended.

 

 

4. FAQ, Supplementary Answers

• Q: Can cloud systems and local systems be integrated?

A: Yes, hybrid architecture integration is supported. With the help of the IPAAS platform, automatic data synchronization between SaaS CRM and local ERP can be achieved. Currently, mainstream systems such as SAP and Oracle have been adapted;

• Q: Will it be affected if the system is upgraded after integration?

A: Version compatibility interfaces will be reserved, and compatibility tests will be conducted before upgrading to avoid short-term instability problems.

 

 

5. Exclusive Customized Development: Build a CRM+ERP System That Fits the Enterprise’s Deep Needs from 0 to 1

For enterprises with special business logic, industry-exclusive processes, or long-term digital strategic planning, standardized integration solutions may not fully cover the needs. In response to such personalized demands, Geek Jump additionally provides “0 to 1” exclusive customized development services to tailor a unique CRM+ERP system for the enterprise.

 

Our customized development revolves around “fitting the actual situation of the enterprise”, which is specifically reflected in three dimensions:

1. In-depth Requirement Survey: Form an exclusive consultant team to deeply dismantle the enterprise’s industry characteristics (such as manufacturing production traceability needs, service industry customer stratification management needs), core business processes (such as cross-border e-commerce multi-platform order integration, new energy enterprise project cost accounting), and long-term development goals (such as business expansion plans for the next 3-5 years) to ensure that the system development direction is in sync with the enterprise strategy;

 

2. Full-link Architecture Adaptation: From underlying database design to front-end operation interface, from data flow logic to cross-departmental collaboration rules, everything is customized according to the enterprise’s actual scenarios — for example, developing an exclusive link for chain retail enterprises where “store sales data is synced to ERP inventory in real-time + CRM customer profiles are automatically updated”, or building a closed-loop process for production enterprises where “orders trigger production plans + inventory links to procurement”;

 

3. Full-cycle Service Support: Customized systems do not mean “end upon delivery”. Geek Jump will provide full-cycle services from development testing and launch training to later iterations. When the enterprise expands its business later (such as adding new product lines or exploring new markets), the system functions can be quickly upgraded and optimized to ensure that the system always fits the pace of enterprise development.

 

Whether it is the integration and optimization of existing systems or the customized development of a brand-new CRM+ERP system, Geek Jump takes “solving actual enterprise problems and supporting digital transformation” as the core, providing flexible and stable digital solutions for enterprises of different industries and sizes.