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 anotherWhile 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!
Brian Owens
President
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
Need some software connected?
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.
