Call it 3rd party software integration or 3rd party API integration — the goal is the same. Techlancer builds custom integrations that let the systems your business depends on exchange data reliably, so information entered once shows up everywhere it is needed.
Getting business operations software applications to work together (efficiently)
Most businesses run on a mix of specialized applications, and when those applications don’t talk to each other, teams fall back on exports, spreadsheets, and double entry. Custom software integration closes those gaps so your operations software works as one system.
How we can help
- Custom software integration with ERP, CRM, accounting, logistics, and external websites / APIs
- Connecting multiple, business-critical applications to enable data harvesting and analysis
- Single-view dashboard development — getting all the data in one place for easier digestion and consumption of information
- Business Process Improvement
- Business Process Automation (BPA) software development — automation of manual business processes
Problems we solve
- Manual labor reduction through software automation
- Human error reduction
- Data accessibility and visibility improvements
- Elimination of disjoint or duplicate data across multiple systems (e.g. CRM data vs. ERP data; ERP data vs. order fulfillment data)
Customers want to know if we can tap into or push this data or that data from one business system to another. While the answer depends on the specific systems, the lion’s share of modern SaaS applications have an open API — which means we can essentially do anything the API allows!
— Subhash Makkena, Founder
Capabilities
Accounting software integration | Accounting software API integration
- Tapping into accounting data to gather expense, budget, and GL information for operational or business intelligence applications
- Pushing orders, invoices, customer records, and product information into ERP
- Leveraging database connectivity (ODBC) when an API isn’t available
ERP application integration
- Tapping into ERP data to identify new orders, inventory levels, budget information, product and expense costs, and more for operational or business intelligence applications
- Pushing orders, invoices, customer records, and product information into ERP
- Leveraging database connectivity (ODBC) when an API isn’t available
Communications (text chat, video, email) software integration
- Embedding video conferencing functionality into web applications
- Integrating telecommunications platforms with CRM
- Enabling SMS messaging for web applications
Payment fulfillment software integration
- Embedding payment gateway forms into web applications to accept credit card and e-check payments
- Configuring web apps with links to payment gateways
- Leveraging payment gateway APIs to develop custom checkout UIs
Custom CRM integration
- Transferring data between CRM and custom operations software
- Transferring data between CRM and ERP using the CRM API and webhooks
- Leveraging database connectivity (ODBC) when an API isn’t available
- Updating CRM deal records to reflect the correct status throughout the sales process, including when orders are entered into ERP
Marketing software integration
- Collecting web rating data into business intelligence applications
- Initiating and tracking mass mailings based on business metrics and logic
- Enabling SMS messaging based on prospect or customer status and events
E-signature integration
- Embedding e-signature into web apps
- Initiating and tracking e-signatures via email in web applications
Some common platforms we’ve integrated with
- Accounting — Sage 100, QuickBooks
- Payment processing — authorize.net, Chargebee
- ERP — Sage 100
- CRM — HubSpot
- Communications — Twilio, RingCentral
- HR — Workday
- EHR (Electronic Health Record) — Foothold
- Regulatory compliance — WERCS DTE
- Mapping — Google Maps
- E-signature — Docusign
- Analytics — Google Analytics
- Practice management software — Sycle
Custom Software Integration Case Studies
A few examples of the integration work we’ve delivered. Browse all of our case studies for the full picture.
Integration of HubSpot CRM with mission-critical business software to improve sales process efficiency and accuracy
Rapid development of a telehealth software platform
Enterprise Global Mobility / International HR SaaS application with strict data security requirements
Custom Legacy Software Update — Support then modernize in-place
Improving Customer Experience with Custom Software
Custom business process automation software — integrating business systems
Custom Business Process Automation Software — Time Tracking and Reporting
Custom software for business process automation — ticket processing
Custom Business Process Automation Software — Automating manual data entry & integrating with 3rd party software
Need some software connected?
The Techlancer process for Custom Software Integration
Observe
Our software developers meet with your key employees to observe the ins and outs of your day-to-day operations.
Review Current Process
We review your current processes and applications and take note of opportunities for improved efficiency.
Explore Options
We determine whether integrating your current software with a custom application will eliminate the cumbersome workarounds and inefficient double entry you’re experiencing.
Identify Approach
We work with the third-party provider to identify the best approach to integration.
Implement & Deliver
We deliver the final package, including installation, configuration, and training.
Support
We provide post-delivery support with alerting and failure notification.