Scope of Work: Automated Inventory Sync with CRM

1. Discovery & Audit

• Review client’s current inventory management system and CRM.
• Identify all data points to be synced (stock levels, SKUs, product details, pricing).
• Map integration needs: one-way vs two-way sync.
• Audit existing manual processes and pain points (delays, inaccuracies, missed sales).

2. Strategy & Planning

• Define sync frequency (real-time, hourly, daily).
• Set rules for inventory updates (low stock alerts, backorder handling, discontinued products).
• Establish system of record (which platform is the master for inventory data).
• Plan user access and permissions.

3. Workflow Design

• Inbound Sync: Inventory updates from ERP/e-commerce system to CRM.
• Outbound Sync: Customer orders from CRM to inventory system.
• Real-time Alerts: Low stock notifications to sales and fulfillment teams.
• Automation Rules: Auto-hide out-of-stock products from sales catalogs.

4. Implementation

• Connect CRM with inventory system via APIs, middleware (Zapier, Workato, Mulesoft), or native integrations.
• Configure data mapping for SKUs, product names, pricing, availability.
• Automate workflows for stock updates, order fulfillment, and backorder tracking.
• Enable syncing across all sales channels (e-commerce, POS, marketplaces).

5. Optimization

• Ensure sync avoids duplicates, errors, and delays.
• Set thresholds for safety stock to prevent overselling.
• Configure reporting dashboards inside CRM for real-time stock visibility.

6. Testing & QA

• Test sync accuracy between systems with sample orders and stock changes.
• Validate update speed (real-time or scheduled).
• Confirm low stock alerts trigger correctly.
• Check failover handling for API downtime.

7. Reporting

• Provide dashboard/report on:
  • Stock levels by product.
  • Backorders and fulfillment delays.
  • Sales impact of inventory availability.
• Track sync success rate and error logs.

8. Ongoing Monitoring & Support

• Continuous monitoring of API/integration health.
• Regular updates as CRM or inventory systems evolve.
• Monthly sync audits to validate accuracy.
• Expand automation for new products or sales channels.

Value Delivered

• Accurate, real-time inventory visibility.
• Reduced overselling, stockouts, and fulfillment errors.
• Improved customer experience with reliable availability.
• Streamlined operations with automated data flow.
• Scalable integration supporting future growth.