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Salesforce ERP integration for manufacturers and distributors

Duet360 is a prebuilt business process orchestration platform for Salesforce, Infor, other ERPs and Infor CPQ, covering 85% of manufacturing requirements with a fixed-fee, four-week implementation. Hosted and managed by Endowance, it goes beyond a standard integration by providing ready-to-use business processes, ERP-aware rules, monitoring and exception handling.

Built for manufacturers and distributors, Duet360 connects Salesforce with Infor, Epicor and other ERP systems to coordinate quote-to-cash, inventory, manufacturing, fulfillment, finance, service and commerce. It moves business processes from approved quote through order, shipment, invoice and payment, keeping data consistent and handoffs clear.

Duet360 supports multi-company and multi-site operations, cloud and on-premises environments, and one-way or bidirectional workflows. Its prebuilt platform helps teams connect core systems, validate processes and improve visibility without building and maintaining each integration from scratch.

CRM and ERP integration through business process orchestration

Duet360 orchestrates business processes across Salesforce, CPQ, ERP, and related core systems so manufacturers and distributors can manage quote-to-cash and related workflows with clearer handoffs and governed data. It supports varied ERP landscapes, including Infor and non-Infor systems, while adding validation, sequencing, monitoring, and exception handling beyond traditional point-to-point integration. Endowance delivers the platform as a hosted, managed solution focused on practical onboarding, end-to-end process visibility, and growth over time. Business process orchestration connects people, applications, data, and decisions across an end-to-end operating process. Traditional CRM and ERP integration often moves data from one system to another. Orchestration goes further by: • Coordinating the order of work • Applying business rules • Checking data • Tracking each handoff • Routing exceptions to the right team Endowance built Duet360 to support this wider model for manufacturers and distributors that rely on Salesforce, CPQ, ERP, and other core systems. Salesforce often manages the customer relationship, opportunity, service case, and commercial context. The ERP stays the operational and financial system of record for: • Customers • Products • Inventory • Orders • Shipments • Invoices • Payments • Manufacturing activity Infor CPQ can guide product setup, pricing, and quoting. Duet360 coordinates the process across these platforms so each application does the job it does best while users get the information and status they need. The platform is not limited to Infor environments. Duet360 can support business process orchestration between Salesforce and non-Infor ERP systems, including: • SAP • Oracle • Microsoft Dynamics • Sage • IFS Support is based on each organization’s applications, interfaces, and process needs. Duet360 can also coordinate mixed landscapes where different divisions, plants, or acquired businesses use different ERP platforms. This flexibility helps companies maintain a common customer-facing process without forcing every unit onto one technology stack. A connected quote-to-cash process may begin with an opportunity in Salesforce. Customer, product, pricing, and delivery data can be checked before an approved quote becomes an ERP order. The orchestration then sends status back to Salesforce, including: • Order status • Production status • Shipment status • Invoice status • Payment status Sales and service teams gain useful operational visibility without turning Salesforce into a copy of the ERP, while operations gets cleaner, governed data for execution. For configurable products, Infor CPQ can manage: • Approved product rules • Compatible options • Commercial pricing • Configuration needed to create a buildable order Duet360 can coordinate the surrounding process between Salesforce, Infor CPQ, and the selected ERP. That ERP may be an Infor application such as CloudSuite Industrial, CSI, or SyteLine, or a non-Infor platform such as SAP, Oracle, Microsoft Dynamics, Sage, or IFS. System ownership, mappings, and validation rules are set during discovery so the same value is not calculated or maintained differently across several applications. Orchestration is also useful beyond quoting. Inventory availability, order status, fulfillment milestones, service activity, invoices, accounts receivable, and payment data can be shared with approved Salesforce users. The process can support: • One-way or two-way movement • Cloud and on-premises applications • Multiple companies and sites • APIs, middleware, events, or governed file exchanges in the customer environment Reliable orchestration needs more than a connection. Duet360 applies sequencing, validation, monitoring, and exception handling around the agreed business process. A transaction can be checked for required data before it moves forward, including: • Customer IDs • Products • Quantities • Units • Locations • Dates • Terms • Financial references When data is missing or a target system is unavailable, the process can stop at a set point, record what happened, and route the issue for resolution instead of allowing a silent failure. Endowance begins with the operating process, not a generic interface list. Discovery identifies: • Systems of record • Process owners • Required data • Security needs • Approval controls • Timing • Volumes • Changes • Success criteria The team then defines the smallest complete business scenario that can deliver value, such as moving one representative configured product from Salesforce through CPQ, ERP order creation, fulfillment, invoicing, and payment visibility. Testing follows the same end-to-end path. Business and technical teams validate: • Successful transactions • Missing data • Duplicates • Corrections • Cancellations • Resubmissions • Temporary system outages This approach helps confirm that Salesforce users, CPQ users, operations teams, and finance teams understand the same process and can see who owns the next action. It also creates a practical base for adding product families, business units, sites, currencies, and more workflows over time. Duet360 combines reusable orchestration capabilities with configuration for the customer’s operating model. Endowance brings experience across Salesforce, Infor CPQ, Infor ERP, and broader CRM and ERP integration, including environments built around: • SAP • Oracle • Microsoft Dynamics • Sage • IFS The goal is not to replace the applications a company already trusts. It is to coordinate them around a clear business process with dependable handoffs, shared status, and accountable exception management. The result is a more connected customer and operations experience. Duet360 helps: • Sales teams quote with better context • Operations get more complete orders • Service teams answer questions with current information • Finance maintain control of invoices, receivables, and payments • Leaders get a clearer view of the process across applications instead of relying on disconnected reports and manual follow-up Duet360 is delivered as a hosted and managed solution. The implementation scope depends on the systems, modules, data, process rules, and environments involved. A focused first release can establish the core orchestration path, while ongoing support can address: • Questions • Troubleshooting • Enhancements • Optimization • Changes to the supported environment This gives manufacturers and distributors a practical way to connect Salesforce, Infor CPQ, and their chosen ERP platform while improving the business process that runs across them. How is Duet360 different from a traditional CRM-to-ERP integration? Traditional integration often focuses on moving data between systems. Duet360 is business process orchestration, which means it also coordinates the sequence of work, applies rules, checks data, monitors handoffs, and routes exceptions. This helps teams manage the full operating process, not just the technical transfer of records. Does Duet360 only work with Infor ERP systems? No. Duet360 supports Infor environments, including Infor CPQ and Infor ERP applications, but it can also orchestrate processes with non-Infor ERP systems such as SAP, Oracle, Microsoft Dynamics, Sage, and IFS. It can also support mixed landscapes where different divisions, plants, or acquired businesses use different ERP platforms. What information can Salesforce users see through a Duet360-orchestrated quote-to-cash process? Salesforce users can get useful operational and financial status without making Salesforce a copy of the ERP. Examples include order status, production status, shipment status, invoice status, and payment status. The goal is to give sales and service teams better visibility while keeping the ERP as the system of record. What happens when data is missing or a target system is unavailable? Duet360 can stop the process at a set point, record what happened, and route the issue to the right team for resolution. This avoids silent failure and supports clear exception management across Salesforce, CPQ, ERP, and related systems. How does Endowance approach implementation and growth over time? Endowance starts with discovery around the operating process, systems of record, data, controls, volumes, changes, and success criteria. The team then defines the smallest complete scenario that can deliver value, tests it end to end, and uses that base to add more products, business units, sites, currencies, and workflows over time.

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