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Data, AI, and Integration

Access to good data enables good information, and good information helps you make good business decisions.

Together with our clients, we regularly deliver robust, flexible, and connected business solutions that exchange immediately useful information and deliver sustained value. Integration isn’t automatic. It’s the result of good planning and smart technology. Our team brings decades of experience in the leading technology and AI platforms for the middle market to ensure proper fit and functional capabilities, enabling you to utilize these in the right way across all aspects of your business from Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), Cloud Platform and Productivity, and Integration and Analytics. One integrated technology set for your business, enabled by AI, powered by world leading platforms, and implemented by Citrin Cooperman’s Digital Services team. That is a competitive advantage.

How We Build Business Value With Integrated Data and AI Solutions

At Citrin Cooperman, we have deep experience in both cloud-based and on-premises application data integration, artificial intelligence (AI), and business process automation. Together with our clients, we regularly deliver robust, flexible, and connected business solutions that exchange immediately useful information and deliver sustained value. Integration isn’t automatic. It’s the result of good planning and smart technology. Explore the ways we use modern integration solutions to drive business success.

From infrastructure readiness to managed testing processes, formal project management, training and change management, we work with your team to identify and deliver value from your technology investment.

Ensure Efficient CPQ/Order to Cash Processes

Regardless of your configure price and quote (CPQ) processes — and inclusive of your evolving supply-chain components — Citrin Cooperman will work to integrate the systems to provide your team with full visibility into requirements, order status, and supplier relationships to accelerate the bidding process while lowering procurement costs.

Smart solutions from Citrin Cooperman that integrate legacy applications with the latest in ERP and CRM systems, help reduce bottlenecks in order-to-cash processes and improve order turnaround time to support a high level of customer satisfaction.

See the Business. Run the Business.

You can’t run what you can’t see. Use Integration Services from Citrin Cooperman to combine the data from crucial supply-chain systems to connect and transform business processes and customer experiences to improve visibility into supply-chain performance.

Citrin Cooperman works to integrate new and existing systems in order to deliver both business agility and maximum value. Together with your team, we take full advantage of cloud-based, unified platforms to streamline processes, empower citizen developers, and do more with less (less licensing cost, time, resources, constraints) while innovating with emerging technologies including IoT and Artificial Intelligence (AI) from Microsoft, NetSuite and Salesforce.

Expand Distribution Options

Take advantage of direct-to-consumer opportunities and enhanced B2B commerce by connecting responsive applications and connecting inventory, orders, and customer systems with the ecommerce platform of your choice.

Ensure customers have a seamless check-out and purchasing experience by integrating backend systems holding pricing and fulfillment data. Since systems and applications are often set up in silos, there can be challenges untangling a tightly coupled architecture.

Using a well-architected iPaaS solution from Citrin Cooperman allows each business to adjust and adapt to competitive pressures and evolving market opportunities.

Accelerate Sales and Order Processing

Selling quickly, accurately and with predictable inventory capacity improves sales efficiency and effectiveness. Fast and accurate sales improve yield and reduce order turnaround time. Fully integrated sales systems speed order-to-cash by automatically transferring critical business information to the point of decision.

Using iPaaS solutions from companies like Dell Boomi, Jitterbit, or more targeted integration solutions from companies like Celigo or LogicBroker allows Citrin Cooperman to drive sales information into/through Microsoft Dynamics 365 Sales, Microsoft Dynamics Business Central, Salesforce, and NetSuite.

Connect Systems and Accelerate Communication

Connect your Manufacturing, ERP, CRM, Warehouse, Logistics and other supply-chain systems and information repositories. Accelerate communication between distribution and manufacturing, enable faster order fulfillment with each supplier, and maintain security and compliance throughout with corporate and industry regulatory governance.

Citrin Cooperman delivers leading integration solutions using a variety of protocols (AS2, X12, FTP, HTTP, SFTP, etc.) and incorporates multiple data formats ranging from the simplest CSV file management to EDI, JSON, XML, and more.

Bring Information to Every Sale

Expose accurate, real-time data for sales teams and CSRs. Essentially every manufacturer and distributor activates multiple channels to procure or produce products. Whether buying or selling, real-time inventory data needs to be up to date so sales teams don’t sell a product that is unavailable and procurement doesn’t inadvertently add to inventory buffers. This requires real-time connectivity between backend systems and any new distribution and supply channels.

 

Reduce Costs by Streamlining Operational Processes

Apply intelligent supply chain management with integration solutions from Citrin Cooperman. Remove the silos between your sales, supply chain, and shop floor systems to bring data together and gain access to insights that drive faster business decisions and accelerate business outcomes. Avoid time delays between engineering and manufacturing for faster time to market.

Citrin Cooperman allows manufacturers to quickly and easily connect systems, breaking through data silos to achieve end-to-end operational efficiency and deliver visibility across every aspect of the business. With the flexibility to integrate any system, Citrin Cooperman equips manufacturers to realize the ideal of lean operations by refining and streamlining demand planning, sourcing management, factory production, and customer support functions.

Collaborate with suppliers, contract manufacturers, distributors, retailers, and third-party logistics (3PL) providers.

Consolidate, Migrate, and Upgrade Legacy ERP

Avoid issues when migrating from or consolidating legacy ERP systems. Use stable and secure integration tools to easily move data between systems while maintaining new integrations. This is particularly helpful during mergers and acquisitions (M&A) when your business must quickly and seamlessly move data between entities, migrate legacy data repositories, and remove the risk of critical system disruption while ensuring business continuity and preserving revenue streams.

 

AI at the Center of Business Operations

With the rapid expansion of AI-driven tools and solutions, businesses can access a broad range of options — from first-party AI tools like Microsoft 365 Copilot, ChatGPT, and Gemini, to specialized AI point solutions designed for automation, content generation, and analytics. But many organizations struggle to align AI use cases with returned business value, effective deployment, and successful adoption, not realizing they can leverage low-code/no-code AI solutions for quick deployment or build fully customized AI models for predictive insights, automation, and advanced decision-making.

Our team help you maximize AI embedded in enterprise tools you already use — ERP (NetSuite), CRM (Agentforce in Salesforce), and FP&A (Vena) — to enhance automation, decision-making, and operational efficiency.

Platform Expertise

Certified and experienced, Citrin Cooperman works closely with the best middle-market technology providers to offer process improvements or complete solutions within a specific platform, or between platforms. Whether your team works with Microsoft, NetSuite, Salesforce, all three at once, or one of the many other leading platforms… Citrin Cooperman works with you. 

Integrate Salesforce & NetSuite

Combining the strengths of NetSuite and Salesforce into an integrated, highly functional system requires a solid understanding of how each platform functions. At Citrin Cooperman we have decades of experience with both NetSuite and Salesforce, and our system integration services team works directly with you and our functional consultants to design and deliver a smart integration solution that delivers lasting value to your business.

When presented with a choice between NetSuite and Salesforce, choose, "Both!" and work with Citrin Cooperman to bring the power of these two world-class platforms together for your business.
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Contact Us Today

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