Manual RFQ re-keying loses leads at peak season. ERP/CRM integration auto-creates deals, writes back stock, and syncs quote status — extending stock sync. Tech-heavy teams should evaluate Source Code Edition APIs.
Common flows
- RFQ → CRM with UTM and landing URL
- ERP inventory → storefront salable qty and tier pricing
- Optional quote status portals for buyers
- Member accounts mapped to ERP customer codes
API hygiene
- Idempotent submits, retry queues, alerts on failure
- Documented field maps for MPN, qty, target price, lead time
- Sandbox 100 real rows before production
- BOM line structures per bulk RFQ guide
Online Trade needs fresher stock than RFQ-only sites — see Online Trade Edition. Scope via inquiry, form design, FAQ, news, contact.
Implementation checklist
- RFQ in CRM within 60s, >95% field completeness
- Stock lag matches SLA; failures alert
- No duplicate deals on retry
- UAT covers invalid MPN and mega-BOM
- Runbook for rollback/manual fix
Deep dive
Integrations fail on field mismatch, not stack religion. Freeze RFQ→CRM maps week one; idempotent submits mandatory. Alert ops channels, not buried logs. ERP owns customer IDs; web temp IDs merge back.
Roll out RFQ first, stock second, quote status third — don’t big-bang.
Related reading
Plans & conversion
Webhooks on Mall RFQ; deep ERP on Source Code + Online Trade. Inquire with CRM/ERP brands.
Extended FAQ
Q: Salesforce? REST/middleware — workshop mapping.
Q: On-prem ERP? VPN/API — IT security required.
