602 W Hastings St, Suite 721, Vancouver, BC, V6B 1P2
[email protected]
+1 604-724-5891

deltAlyz Blog

Seamless ERP and CRM Integration with 3PL Systems for Streamlined Operations

Introduction

deltAlyz Corp. collaborated with a mid-sized business to integrate their ERP and CRM systems with their third-party logistics (3PL) partner’s ERP system. This integration significantly improved data flow, automated key processes, and enhanced operational efficiency.

The Challenge

The customer faced operational inefficiencies due to disconnected systems:

Lack of Visibility: There was no unified view of inventory, orders, and delivery statuses, making it difficult for teams to make informed decisions.

Manual Data Sharing: Order, inventory, and shipment data had to be manually exchanged between their ERP, CRM, and the 3PL partner’s ERP system.

Data Discrepancies: Manual processes often resulted in data mismatches, leading to delayed shipments and customer dissatisfaction.

Our Approach

deltAlyz Corp. designed and implemented a custom integration solution tailored to the client’s unique requirements:

  1. Integration Architecture Design:
    • Conducted an in-depth analysis of the client’s ERP (NetSuite) and CRM (HubSpot) systems, as well as the 3PL partner’s ERP system.
    • Designed a robust integration framework to enable seamless data exchange among the systems.
  2. Middleware Development:
    • Built a middleware layer to act as a bridge between the client’s systems and the 3PL partner’s ERP.
    • Ensured secure and real-time data synchronization for orders, inventory, and shipment statuses.
  3. Automated Workflows:
    • Automated the following processes:
      • Order placement and confirmation with the 3PL partner.
      • Inventory updates between the client and the 3PL system.
      • Real-time shipment tracking and delivery updates for customers.
  4. Testing and Optimization:
    • Conducted rigorous testing to validate data accuracy and system performance.
    • Optimized the integration to handle high transaction volumes seamlessly.
  5. Post-Implementation Support:
    • Provided training sessions for the client’s operations team.
    • Offered ongoing support to ensure smooth operation and address any emerging issues.

The Results

Operational Efficiency:

  • Automated workflows reduced manual data entry by 95%, saving significant time and resources.
  • Streamlined order processing led to faster shipment turnarounds.

Improved Data Accuracy:

  • Real-time synchronization eliminated data discrepancies between the client and the 3PL partner’s systems.
  • Enhanced visibility into inventory and shipment statuses.

Enhanced Customer Satisfaction:

  • Customers received accurate and timely updates on their orders, improving trust and satisfaction.
  • Reduced shipping errors resulted in a 35% improvement in on-time deliveries.

Client Testimonial

The integration solution deltAlyz provided has revolutionized how we manage our operations. We now have a seamless flow of data between our systems and our 3PL partner, ensuring accuracy and efficiency every step of the way.
– Operations Manager, Logistics Client

Why This Matters

For businesses reliant on third-party logistics, seamless integration between internal systems and 3PL partners is crucial. It eliminates manual processes, reduces errors, and ensures a smooth supply chain, ultimately leading to higher customer satisfaction and operational success.

Get Started

Looking to streamline your operations with tailored systems integration? Contact deltAlyz Corp. today to explore solutions customized to your business needs.