Sales And Finance Disagree About Every Customer
The CRM says one thing, the ERP says another. Sales creates accounts freely, finance creates them carefully, and the two systems never agree on who the customer is, what they owe or what they bought.
Sales sees a prospect with no orders. Finance sees an account with $310K in open invoices. It is the same company.
Two Systems Of Record, No Shared Customer
CRM and ERP were built for different jobs. CRM optimizes for speed: reps create accounts and contacts as they go. ERP optimizes for control: customers are created once billing needs them, with legal names, tax IDs and payment terms. Neither system is wrong, and neither matches the other.
Integrations move fields between them but rarely resolve identity. A sync keyed on an account number breaks the moment someone creates a second account. A name match catches “Northwind Traders” but not “NORTHWIND TRADERS INC” or the regional office.
The cost shows up everywhere: reps prospecting existing customers, credit holds nobody in sales knows about, revenue reports that do not reconcile to the ledger, and service teams that cannot see what a customer has bought.
Reports Don’t Reconcile
Pipeline and bookings in CRM never tie back to invoices and revenue in ERP.
Reps Sell To Customers
Existing customers show up as prospects, and new duplicates appear every week.
Hidden Credit Risk
Holds, disputes and overdue balances in ERP are invisible to the people talking to the customer.
Resolve Accounts Across Both Systems
Do not force one system to become the master of the other. Resolve accounts and contacts across CRM and ERP in the data platform, where both already land, and give each real customer one ID that maps to every record in both systems.
Then use that ID everywhere: in revenue reconciliation, in the account view sales sees, and in the sync jobs that move data between the two. When a rep creates a duplicate, it joins the existing customer instead of becoming a new one.
Sales, finance and operations look up the same account by one ID.
Match Both Ways
CRM records and ERP records for the same customer resolve to one entity.
One Cross-System ID
Each customer has one ID mapped to every CRM and ERP record.
Duplicates Join, Not Multiply
New records attach to the existing customer as they are created.
The Identity Layer Under Master Data
Zingg runs as a workload inside your data platform and gives every entity one persistent ZINGG_ID. Everything above it reads the same resolved entities.
The same layer powersCustomer Analytics & MarketingFinancial Crime & RiskPrivacy & ComplianceSupply Chain & ProcurementProduct 360AI & Data Foundations
One Customer Behind Every Record
Names And Keys Together
Company-name dictionaries handle suffixes and abbreviations, and deterministic rules use tax IDs or domains where they exist. How Zingg matches
Persistent ZINGG_ID
Each customer keeps one ZINGG_ID across CRM and ERP, run after run.
Incremental Flow
New and changed accounts from either system are matched as they land, without a full rerun. Incremental flow
Explainable Matches
Every link shows the evidence behind it, so finance can sign off on it. Explainability
CRM And ERP Unification Questions
Do I need to replace my CRM or ERP?
No. Both systems stay as they are. Zingg resolves their records in your data platform and gives each customer an ID you can use in reports and syncs.
How does Zingg match companies with different legal names?
It learns from pairs you label and uses company-name dictionaries for legal suffixes and abbreviations, alongside exact rules on keys like tax IDs or web domains.
What happens when a rep creates a duplicate account?
On the next incremental run, the new record joins the existing customer’s ZINGG_ID instead of becoming a new customer.
Can contacts be resolved too?
Yes. People and companies can each be resolved, so contacts in CRM and billing contacts in ERP link to the same person and account.
One Customer For Sales And Finance
Resolve CRM and ERP records in your own data platform.