Case Study: Stratify Powers CRM and ERP Integration with Etlworks

Stratify Simplifies CRM, ERP, and API Integration with Etlworks.

Introduction

Stratify, the all-in-one FP&A platform for data-driven collaboration with business stakeholders, relies on Etlworks to streamline integrations across a wide range of CRM and ERP platforms, third-party APIs, and cloud services. By leveraging Etlworks, Stratify has unified data workflows for platforms like Sage Intacct, NetSuite, QuickBooks Online, Microsoft Dynamics Finance and Operations, Salesforce, Google services, and more, delivering robust, scalable, and flexible solutions for their clients.

The Challenge

Stratify faced multiple challenges in managing data integration workflows:

Diverse Data Sources: Required seamless integration with various CRM and ERP platforms, such as Sage Intacct, NetSuite, QuickBooks Online, Microsoft Dynamics, and Salesforce.

API Integration: Needed to connect with numerous third-party APIs and services.

Cloud Ecosystem: Required compatibility with Google services and other cloud-based platforms.

Scalability: Needed to support increasing client demands and complex workflows.

Ease of Use: Sought a user-friendly solution to simplify integration processes and reduce implementation time.

Existing solutions lacked the flexibility and scalability needed to handle Stratify’s diverse data integration requirements.

Why Etlworks

Stratify chose Etlworks for its ability to handle complex integrations with ease:

Comprehensive Integration Support: Connected seamlessly with CRM and ERP platforms, APIs, and cloud services.

Flexible API Workflows: Enabled dynamic integration with third-party APIs and custom endpoints.

Cloud Compatibility: Unified data from Google services and other cloud platforms into cohesive workflows.

Scalability: Supported Stratify’s growing needs with reliable performance and flexibility.

Ease of Implementation: Simplified integration workflows with an intuitive, user-friendly interface.

The Solution

Etlworks delivered a scalable and flexible integration platform tailored to Stratify’s needs:

Unified CRM and ERP Integration: Connected platforms like Sage Intacct, NetSuite, QuickBooks Online, Microsoft Dynamics, and Salesforce into seamless workflows.

Custom API Integration: Built dynamic workflows to integrate with a variety of third-party APIs.

Google Services Integration: Streamlined workflows involving Google services and other cloud-based tools.

Scalable Framework: Delivered high-performance pipelines capable of handling growing client demands.

Results

Streamlined Integration: Unified CRM, ERP, API, and cloud data into efficient workflows.

Enhanced Scalability: Supported complex workflows and increasing data volumes without compromising performance.

Improved Efficiency: Simplified implementation and management of diverse integration pipelines.

Greater Flexibility: Enabled dynamic workflows that adapt to unique client requirements.

Key Takeaways

Comprehensive Integration: Unified CRM and ERP platforms like Sage Intacct, NetSuite, QuickBooks Online, Microsoft Dynamics, and Salesforce.

Dynamic API Connectivity: Enabled flexible integration with third-party APIs and custom endpoints.

Cloud Support: Streamlined data workflows involving Google services and other cloud platforms.

Scalable and Reliable: Handled increasing client demands with consistent performance.

Ease of Use: Simplified pipeline creation and management, reducing operational overhead.

Ready to tackle your most complex data challenges? Discover how Etlworks can transform your data integration workflows. Start your free trial today or request a demo.