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Développement CRM à Montréal

Un pipeline qui correspond à l’appel que vous avez déjà. Un formulaire qui ne crée pas l’enregistrement que votre vendeur ouvre n’est pas une piste. Salesforce, HubSpot, Dynamics, Zoho, Pipedrive, SAP, NetSuite ou un petit bureau PHP — vous gardez le locataire, l’org et le paysage.

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AERVIO CRM illustration — a pipeline that matches the call

The object that moves

We name one object the same way on the site, in Shopify or the CMS, in the pipeline, and on the page Google can cite. Deal, ticket, subscription, booking, SAP sales order — pick one. Law 25 is a field and a retention rule, not a PDF in legal.

Keep the tool you pay for

If the team lives in Salesforce, HubSpot, Dynamics, Zoho, or Pipedrive, we connect the site and the shop to it. Custom PHP desks exist when the SaaS is the bottleneck. We do not migrate you to a logo we prefer.

Salesforce

Sales Cloud, Service Cloud, Experience Cloud, CPQ en première tranche qui matche le devis de l’appel. Vous gardez l’org. Nous ne vendons pas de sièges Salesforce.

HubSpot

Pipeline Sales Hub, propriétés, les deux automatisations que les gens sautent. Formulaires Marketing Hub sur le même contact. Le portail reste le vôtre.

Microsoft Dynamics 365

Sales, Customer Service, Customer Engagement. Same Entra tenant as 365 when that is already the office. Customer Insights only when we can name the source. You keep the environment.

Other CRMs we actually connect

Zoho CRM, Pipedrive, Freshsales / Freshworks, Zendesk Sell or Support, Monday.com CRM, Copper (Google Workspace), Odoo CRM when Odoo is already the ERP, SugarCRM / SuiteCRM, Bitrix24, Creatio, Oracle NetSuite CRM / CX, Attio, Close, Capsule, Intercom as the desk. Spreadsheet import if that is still the honest system of record.

SAP and ERP integrations

SAP in the formats the landscape already speaks: S/4HANA (OData / API), ECC (IDoc, RFC, BAPI), Business One (Service Layer or DI API), SAP CX / Sales Cloud / Service Cloud, Commerce Cloud (Hybris). Middleware: Cloud Integration (CPI / BTP), PI/PO you already run, MuleSoft, Boomi, Workato, Power Automate.

Payloads: IDoc inbound/outbound, RFC/BAPI, OData, SOAP, REST, SFTP / CSV / XML batch, EDI (X12 / EDIFACT). Typical first slice: customer, material, sales order, or stock between SAP and Shopify, Woo, Magento, or the CRM. SAP licences stay on your card. We are not a greenfield S/4 programme.

Automations people skip

The two steps after “thanks for your message”: create the record, notify the owner, stamp consent (CASL), refuse a duplicate. No 40-step Zapier sculpture. If it cannot be drawn on one page, it will not be used.

SEO / GEO and the CRM

The offer on the money page, the hidden field on the form, and the Salesforce, HubSpot, or SAP material number must be the same string. AI answers that invent a product you do not sell are often a split brain between site and CRM.

What stays yours

The Salesforce org, HubSpot portal, Dynamics environment, SAP landscape, Shopify store, API keys. If the retainer stops, nobody should need our laptop to open a lead or a failed IDoc.

L’objet qui avance

Nous nommons un objet de la même façon sur le site, dans Shopify ou le CMS, dans le pipeline et sur la page que Google peut citer. Affaire, billet, abonnement, réservation, commande SAP — choisissez-en un. La loi 25 est un champ et une règle de rétention, pas un PDF juridique.

Garder l’outil que vous payez

Si l’équipe vit dans Salesforce, HubSpot, Dynamics, Zoho ou Pipedrive, nous branchons le site et la boutique dessus. Les bureaux PHP custom existent quand le SaaS est le goulot.

SAP et paysages lourds

S/4HANA, ECC, Business One, CX — IDoc, OData, CPI/BTP, SFTP, EDI. Nous parlons le format que le paysage parle déjà.

Écrivons la prochaine étape.

AERVIO web development illustration — Montreal studio AERVIO growth illustration — the next URL after launch