CRM implementation and ERP integration
CRM That Teams Actually Use
Your CRM shouldn’t just store data; it should accelerate adoption, automate the busywork, and scale with your business.
Tekunda configures CRM and ERP around your unique processes, connecting systems, streamlining workflows, and creating a foundation for smarter growth that lasts.
CRM feels like a data graveyard, not a growth engine.
We configure Salesforce/Odoo around your real processes, turning a pipeline into predictable revenue with cleaner data, automated scoring, and executive-ready dashboards.
Teams struggle to make decisions from siloed systems
We integrate Salesforce/Odoo with your finance, marketing, and ops core tools (in days, not months) to deliver one reliable source of truth for forecasting and growth.
Customer experience suffers without context.
We design Service and Support flows with intelligent routing, proactive alerts, and self-service so your agents deliver consistent, exceptional experiences to your customers.
Solutions in Action
01 How can sales teams turn pipeline into predictable revenue?
+22% higher close rate, $4.2M additional pipeline converted in 12 months.
Automated scoring in CRM kept reps focused on high-value deals and ERP integration kept pricing, inventory, and billing in sync. Exec-ready dashboards gave leadership real-time visibility to intervene before deals stalled.
02 How can service scale without adding more agents?
First-contact resolution +37%, handling time –29%, backlog cleared (equivalent to 6 FTEs saved).
We deployed Service Workflow with intelligent case routing, RingCentral telephony integration, and Slack alerts. A self-service knowledge base further deflected repetitive requests, freeing agents to focus on complex cases.
03 How can field teams deliver more jobs in less time?
Technician utilization up 31%, average job time reduced by 1.85 hours, saving ~$400K annually.
We rolled out Field Service with optimized scheduling, mobile work orders, and route planning. Field staff gained real-time updates and completed more jobs per day without added headcount.
CRM Success Isn’t About Features, It’s About Outcomes
What Doesn’t Work
Building what’s asked, not what’s needed
Adding a button here or a field there without understanding the real problem wastes time and misses ROI.
Buying licenses without a rollout plan.
More seats don’t equal more value. Without a clear enablement and adoption strategy, Your CRM becomes shelfware.
Treating go-live as the finish line.
Implementation is only step one. Without ongoing refinement and support, usage drops and ROI disappears.
What Actually Works
Start with the essentials.
Focus on adoption and core workflows before adding endless features.
Build inside your ecosystem.
Integrate your Salesforce/Odoo CRM and ERP with finance, inventory, and operations workflows so teams stop double-entering data and start executing faster with shared visibility.
Train, monitor, refine.
Adoption is never “done.” Ongoing support and iteration keeps your CRM valuable as your business evolves.
Our Partners & Technologies
From Setup to Success
Map your processes with adoption in mind
We run workshops with stakeholders to align workflows, pain points, and success metrics, ensuring Salesforce/Odoo fits how your teams actually work.
Implement with clean data and connected systems
From migration to CRM and ERP integrations (Salesforce, Odoo, HubSpot, Notion, Slack, custom APIs), we design and configure for accuracy, automation, and scale.
Support and refine for long-term growth
Training, dashboards, and continuous optimization keep adoption high and your CRM evolving as your business changes.