Marquis IQ connects Salesforce CRM to your ERP, both directions. ERP data flows into Salesforce account records. Salesforce pipeline data flows into Sales IQ. Your reps stop guessing about account health. Your sales leaders stop managing without a complete picture.
Sales reps manage relationships in Salesforce, opportunities, activities, contacts, notes. But the information they actually need before a call or a renewal conversation is in the ERP: what was ordered last quarter, what invoices are outstanding, whether a credit hold is active, what the customer's payment history looks like. Getting that information means calling someone in finance or customer service, which introduces delay, friction, and often the wrong answer.
On the other side, sales leadership and finance teams working in Marquis IQ have ERP data but no visibility into pipeline, what's being quoted, which opportunities are active, where revenue is likely to come from next quarter. Salesforce and the ERP sit in separate silos, and the gap between them is where deals slip and account health goes undetected.
The Salesforce integration is bidirectional by design, not a one-way push that leaves gaps on one side. ERP data flows into Salesforce account records. Salesforce pipeline data flows into Sales IQ. Both sync on a scheduled refresh cycle with no manual intervention.
The full customer revenue cycle spans Salesforce and your ERP. Marquis IQ bridges both systems so you can see every stage, from open opportunity to payment collected, without switching between systems or asking finance for an update.
Marquis IQ's Go-Gets engine identifies account-level actions across your combined ERP and CRM data. When a Go-Get is relevant to a sales rep, a re-engagement opportunity, a credit risk flag, a high-value account showing declining order volume, it writes back to Salesforce as a Task assigned to the account owner. Your sales reps act in the system they already work in.
Most Salesforce-ERP integrations push data in one direction and stop there. Marquis goes further, combining CRM and ERP data into a shared intelligence layer that drives action in both systems.
Our reps used to call customer service to find out if a customer had an open invoice before a renewal call. Now the AR aging is right there in the Salesforce account record, updated every morning. The Go-Gets in Salesforce were the part that surprised us most, it flagged a $300K account that had gone quiet three months before our rep would have noticed.
Tell us which ERP you're running and what your sales team needs to see in Salesforce. We'll walk through the full 2-way integration, what flows in, what flows out, and how Go-Gets show up in your reps' task lists from day one.
Salesforce 2-way integration is included with Sales IQ. No additional connector license required.