"Xpert Prime handled our Salesforce migration with precision, ensuring zero downtime, clean data flow, and seamless integrations across critical business systems."
SK&T Integration is a family-owned AIDC and barcode technology reseller supplying scanners, label printers, mobile computers, and service agreements across the United States. As the business grew, sales, quoting, assets, and finance spread across Infor CRM, QuoteWerks, spreadsheets, and Sage Intacct, creating more work between systems.
Our developers worked alongside SK&T to trace information from quoting and part numbers through assets, agreements, commissions, and finance. That work shaped CRM integration solutions around their operation, connecting the systems they relied on while reducing manual effort and keeping information aligned.
“We had systems that worked for different parts of the business, but we were still doing a lot of the work between them ourselves. Xpert Prime understood how we worked and helped us connect everything without disrupting our existing processes.”
— Brian Anderson, SK&T Integration
SK&T Integration had reached a point where growth was exposing the limits of its disconnected systems. Infor CRM held customer data, QuoteWerks handled quoting, spreadsheets filled process gaps, and manual work connected sales, products, assets, service agreements, and finance. As the operation expanded, teams spent more time moving and reconciling information between systems, making everyday execution slower and harder to control across sales, service, finance, and customer service.
The gaps extended into quoting and finance. Part numbers were created manually, order confirmations required re-entry, and customer assets and service agreements lacked one connected view. QuoteWerks also lacked a live link to financial item, invoice, or payment status.
Our team mapped information across sales, quoting, products, assets, service agreements, commissions, and finance. We identified duplicate entry, inconsistent part numbers, unclear ownership, and reporting gaps, then used the findings to shape the CRM integration solutions SK&T needed and define ownership across operations.
Xpert Prime connected SK&T’s sales, quoting, products, assets, agreements, commissions, and finance through one coordinated Zoho architecture while preserving established systems.
Zoho CRM became the operational foundation for customer and sales information, while Zoho Creator handled the specialized logic behind part-number generation and reservation. Zoho CRM customization connected those processes with QuoteWerks and Sage Intacct while preserving their established roles. Each platform retained a clear responsibility, reducing the manual work required to move information between them.
The implementation progressed in phases, beginning with the CRM foundation, product catalog, part-number logic, and distributor connections. The next phase connected the legacy Infor environment, Sage Intacct, assets, service agreements, commissions, and Analytics. The final phase introduced governed part-number reservation across Creator, CRM, QuoteWerks, and Intacct.
Rather than treating migration as a simple lift-and-shift, the team followed a phased CRM migration strategy focused on relevant, serviceable records. This allowed SK&T to improve the new environment while continuing to address data integrity, system relationships, and operational priorities throughout the transition.
03 / Before & After
"Xpert Prime handled our Salesforce migration with precision, ensuring zero downtime, clean data flow, and seamless integrations across critical business systems."
"Their custom software and automation solutions reduced operational friction, improved data accuracy, and helped our team scale without constant system breakdowns or delays."
"We struggled with disconnected tools, but their system architecture and integrations created clarity, control, and reliable workflows across our growing business operations."
"Within ninety days, their automation and system restructuring delivered measurable ROI, improving efficiency, reducing manual work, and stabilizing our core operations."
"Their Zoho implementation aligned our sales, operations, and reporting, eliminating data inconsistencies and giving teams one structured system to work from daily"
"Their CRM implementation transformed our operations, fixing broken workflows and connecting systems into one reliable, scalable platform for daily execution."
Yes. Zoho CRM can connect with platforms like quoting, financial, and operational systems through integrations and APIs.
CRM can centralize asset records, agreements, renewals, and related customer information for better visibility.
Yes. CRM integrations can connect quoting processes with customer data, products, and sales workflows.
Integrations can connect operational data with financial systems while keeping finance platforms authoritative.
Yes. CRM workflows can capture sales activity and support automated commission calculations and reporting.
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