Custom Software Integration

Custom Software Integration – for 3rd party software & apps

3rd party software integration | 3rd party API integration

Getting business operations software applications to work together (efficiently)

How we can help

Custom software integration with ERP, CRM, accounting, logistics, and external websites / APIs

Connecting multiple, business-critical applications to enable data harvesting and analysis

Single-view dashboard development – Getting all the data in one place to enable easier digestion & consumption of information

Business Process Improvement

Business Process Automation (BPA) software development – Automation of manual business processes

Problems we solve

Manual labor reduction through software automation

Human error reduction

Data accessibility & visibility improvements

Elimination of disjoint/duplicate data across multiple systems (e.g. CRM data vs ERP data; ERP data vs order fulfillment data)

Customers want to know if we can tap into or push this data or that data from one business system to another.

While the answer depends on the specific systems, the lion’s share of modern SaaS applications have an open API, which means we can essentially do anything the API allows!

Capabilities

Accounting software integration | Accounting software API integration

Tapping into accounting data to gather expense, budget and GL information for operational or business intelligence applications
Pushing orders, invoices, customer records and product information into ERP
Leveraging database connectivity (ODBC) when an API isn’t available

ERP application integration

Tapping into ERP data to identify new orders, inventory levels, budget information, product and expense costs, etc. for operational or business intelligence applications
Pushing orders, invoices, customer records and product information into ERP
Leveraging database connectivity (ODBC) when an API isn’t available

Communications (text chat, video, email) software integration

Embedding video conferencing functionality into web applications
Integration of telecommunications platform with CRM
Enabling SMS messaging for web applications

Payment fulfillment software integration

Embedding payment gateway forms into web application to accept Credit Card and E-Check payments
Configuring web apps with links to payment gateways
Leveraging payment gateway APIs to develop custom checkout UIs

Custom CRM integration

Transferring data between CRM and custom operations software
Transferring data between CRM and ERP using CRM API and webhooks
Leveraging database connectivity (ODBC) when an API isn’t available
Updating CRM deal records to reflect correct status through the sales process including when orders are entered into ERP

Marketing software integration

Collecting web rating data into business intelligence applications
Initiating and tracking mass mailings based on business metrics/logic
Enabling SMS messaging based on prospect / customer status or events

e-signature integration

Embedding E-Signature into web apps
Initiating and tracking E-Signatures via email in web applications

Some common platforms we’ve integrated with

Accounting – Sage 100, Quickbooks
Payment processing – authorize.net, Chargebee
ERP – Sage 100
CRM – HubSpot
Communications – Twillio, RingCentral
HR- Workday
EHR ( Electronic Health Record) – Foothold
Regulatory Compliance – WERCS DTE
Mapping – Google Maps
Esignature – Docusign
Analytics – Google Analytics
Practice Management Software – Sycle

Custom Software Integration Case Studies

Integration of HubSpot CRM with mission-critical business software to improve sales process efficiency and accuracy

Rapid development of a telehealth software platform

Enterprise Global Mobility / International HR SaaS application with strict data security requirements

Custom Legacy Software Update – Support then modernize in-place

Improving Customer Experience with Custom Software

Custom business process automation software – integrating business systems

Custom Business Process Automation Software – Time Tracking and Reporting

Custom software for business process automation – ticket processing

Custom Business Process Automation Software – Automating manual data entry & integrating with 3rd party software

Need some software connected?

Yes, let’s talk

The Keypress process for Custom Software Integration

Observe

Our software developers meet with your key employees to observe the ins-and-outs of your day-to-day operations.

Review Current Process

We review your current processes and applications and take note of opportunities for improved efficiency.

Explore Options

We determine if integrating your current software with a custom software application will eliminate the need for the cumbersome workarounds and/or inefficient double-entry you’re experiencing.

Identify Approach

We work with the third-party provider to identify the best approach to integration.

Implement & Deliver

We deliver the final package, including installation, configuration, and training.

Support

We provide post-delivery support with alerting and failure notification.