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CRM x ERP integration for BRAZIL

edited Jan 13, 2021 9:20PM in Integrations and Extensions




The people that have projects involving integration between CRM and ERP, for Brazil, I would like to invite you to check this idea:

This is regarding our specific Brazilian scenario where you must create the children accounts as sites for the parent account. When you synchronize with CRM, you lose many standard functionalities in CRM and must do heavy customization to use custom address DCL in many places, like Opportunities, Leads, Activities, Service Requests...

I'm from CRM side and I've been working together with three different ERP consulting companies and they all have this kind of setttings when it comes to Brazilian companies hierarchy. They all use sites for the children, because this is a Brazilian tax/fiscal/legal requirement from Receita Federal (same as IRS).

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