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ERP & CRM Support

Your ERP should work the way you work.

Dynamics 365 and Salesforce — configured for how your business actually runs.

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No commitment  ·  Edmonton-based  ·  Fixed-scope pricing
System audit — before & after Total IT Suite
⚠ Before
Excel spreadsheets — 3 versions in circulation
CRM not configured — reps logging nothing
Inventory in one system, invoicing in another
Month-end close takes 5 days manually
Total IT Suite implementation
✓ After
Dynamics 365 Business Central Live
Salesforce CRM — custom pipeline Configured
Month-end close → automated 6h saved
All systems connected
Edmonton, AB
ERP Ready
Platforms

Two platforms. Configured properly, finally.

Most ERP and CRM implementations fail because they're set up once and never touched again. We configure, customise, and stay involved.

Business Central for financials, operations, and supply chain. Sales and Customer Service for CRM. We handle the full stack.

Business Central implementation
Full deployment, data migration, and go-live support
Custom workflows & approvals
Built around your processes, not the default templates
Power BI & reporting
Dashboards connected to your live data — no manual exports
Ongoing support & optimisation
We stay available after go-live — not just for launch
Business Central Dynamics Sales Power BI Power Automate

Sales Cloud, Service Cloud, and custom objects built for how your sales team actually sells — not how Salesforce assumes they do.

Sales Cloud setup & pipeline design
Stages, automations, and fields that match your actual sales cycle
Custom objects & flows
Built for your industry — not a generic out-of-the-box setup
Integrations & data sync
Connect Salesforce to your ERP, email, and other tools
Team training & adoption
We make sure your team actually uses it — not just that it launches
Sales Cloud Service Cloud Flow Custom Objects
How We Work

From discovery to live system — and beyond.

Four stages. Select each one to see exactly what's included.

Discovery
Week 1–2

We spend time understanding your business before touching any configuration. No assumptions, no templates applied before we know how you actually operate.

Workflow mapping
We document how your team operates across every department that will use the system
Data audit
Review of your existing data — where it lives, what quality it's in, what needs cleaning before migration
Integration mapping
Every tool the ERP or CRM needs to connect to — identified and scoped upfront
Scoped proposal
Fixed cost and timeline presented before any build begins — no surprises
Design & Configure
Week 2–6

We build the system around your workflows — custom fields, approval rules, automation, and integrations reviewed with you before anything is deployed.

Custom configuration
Fields, modules, and views set up for how your team actually works
Workflow automation
Approvals, notifications, and automated tasks built in from day one
Integrations
Connections to accounting, inventory, email, and e-commerce built and tested
Stakeholder review
You see and sign off on every configuration decision before go-live
Migration & Go-Live
Week 6–10

Your existing data moves cleanly, validation checks run before anything goes live, and we're on hand for the transition so nothing gets lost or broken.

Data migration
Existing records cleaned, mapped, and transferred — nothing is manually re-entered
Validation & UAT
User acceptance testing with your team before the switch is made
Go-live support
We're available on launch day — not just a handoff email
Rollback plan
If anything isn't right on go-live day, we have a documented rollback process ready
Support & Growth
Ongoing

We don't hand you a login and disappear. Post-launch support, training, and incremental improvements are part of every engagement.

Team training
Role-based training for every user group so adoption actually sticks
Troubleshooting
Issues resolved quickly — no re-scoping a new project for minor fixes
System optimisation
As your business changes, we adapt the configuration to match
New hire onboarding
Training for new team members whenever your team grows
Right Fit?

Who we work well with — and who we don't.

We'd rather be straight about fit upfront than waste your time or ours.

Good fit
Edmonton SMBs with 10–200 employees outgrowing spreadsheets
Companies with an existing Dynamics 365 or Salesforce that was never set up properly
Manufacturing, professional services, construction, and logistics businesses
Teams that want a local partner — not a remote firm who's never been to Edmonton
Not the right fit
Enterprise deployments with 500+ users requiring a dedicated SI partner
Businesses looking for the cheapest option — we're thorough, not cheap
Solo operators with no team — an ERP will cost more than it saves at that stage

Not sure if you're ready? The free AI assessment will tell you honestly.

FAQ

Questions we hear before every project.

Everything people ask before committing to an ERP or CRM implementation — answered plainly.

How long does an implementation take?
A typical Dynamics 365 or Salesforce implementation runs 6–14 weeks depending on complexity and how quickly your team can participate. We give you a realistic timeline in writing before anything starts.
We already have Dynamics 365 but it's not set up properly. Can you fix it?
Yes — this is one of the most common things we do. We audit what's there, identify what's broken or missing, and rebuild the configuration without disrupting your current operations.
Do you migrate data from our old system?
Yes. Data migration is included in every implementation — we map, clean, and validate your data before it goes into the new system so nothing gets lost or duplicated.
What happens after go-live?
We stay involved. Post-launch support covers troubleshooting, user questions, minor configuration changes, and training for new team members — not just the launch window.
Can you integrate Dynamics 365 or Salesforce with our other tools?
Yes — connecting your ERP or CRM to accounting, inventory, e-commerce, or email tools is a core part of most projects. We scope integrations as part of the initial discovery.
How do you price projects?
We provide fixed-scope proposals after discovery — so you know the cost before anything starts. No open-ended retainers or surprise invoices at go-live.
Ready to start?

Not sure if you need Dynamics 365 or Salesforce? Start with the assessment.

We'll audit your current setup and tell you honestly what you need — before you commit to anything.

Book Free Assessment Or send us a message No commitment  ·  Edmonton-based  ·  Fixed-scope pricing