Give your sales team
the data they need to win.
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.
Salesforce → Marquis IQ
Sales IQ, not an add-on
Salesforce tasks
across both systems
Your sales team lives in Salesforce. Your customer data lives in your ERP. Neither system tells the full story.
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.
What flows each direction. Both automatically.
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.
- Order history, every sales order, quantity, and line-item detail
- AR aging, current balance, days outstanding, overdue buckets
- Invoice status, open, partially paid, paid, and disputed
- Payment history, recent payments, average days to pay
- Credit status, current credit limit, available credit, holds
- Product mix, what product lines and items the account buys
- Open opportunities, stage, amount, close date, account owner
- Pipeline by rep, weighted pipeline, coverage ratios, conversion rates
- Activity volume, calls, emails, meetings per account and rep
- Contact coverage, which accounts have active sales engagement
- New logo vs. expansion, where pipeline growth is coming from
- Quote activity, quotes created, accepted, and declined per account
From first conversation to collected payment. One complete view.
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.
AI-discovered action items, assigned as Salesforce tasks automatically.
Marquis IQ's Actions engine identifies account-level actions across your combined ERP and CRM data. When a Action 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.
Not a Salesforce connector. A complete CRM-ERP intelligence layer.
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.
Running Salesforce? Let's connect it to your ERP.
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 Actions show up in your reps' task lists from day one.
Salesforce 2-way integration is included with Sales IQ. No additional connector license required.
Query this ERP data from Claude, ChatGPT, Cursor, Copilot, or Excel AI.
Marquis IQ MCP Server gives AI tools secure access to the same clean, unified ERP data layer Marquis builds from your connected systems, so users can ask questions without raw ERP access or manual exports.