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ERP + CRM Systems

ERP & CRM Systems Implementation and Support in South Florida

Dakine Systems helps teams implement, stabilize, integrate, and support business-critical ERP and CRM platforms that run quoting, production, inventory, customer service, sales operations, and finance workflows.

PLATFORM COVERAGE - IMPLEMENTATION, OPTIMIZATION, INTEGRATION, AND SUPPORT

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Where We Help

  • Process mapping, environment review, role design, and cutover planning before configuration and go-live work begins.
  • Data migration cleanup across customers, vendors, items, BOMs, routings, pricing, open transactions, and historical records.
  • ERP/CRM integration support tied to Microsoft 365, reporting layers, shop-floor workflows, document management, and adjacent business systems.
  • Ongoing admin support, vendor coordination, issue triage, upgrade planning, reporting fixes, and user-facing operational support.

Implementation + Support

The work usually succeeds or fails in the handoffs between process, data, infrastructure, and user adoption.

Discovery + Process Mapping

Clarify quoting, order flow, production, service, inventory, finance, and customer lifecycle workflows before configuration or cutover work begins.

Data Migration + Cleanup

Prepare customers, vendors, items, BOMs, routings, pricing, open orders, and historical records so the new environment starts from clean data.

Integration + Reporting

Connect ERP and CRM systems with Microsoft 365, document workflows, reporting layers, and line-of-business tools without losing visibility.

Admin Support + Upgrades

Handle day-two administration, vendor coordination, user security, change control, and ongoing issue triage after go-live.

Platform Coverage

Focused support for the ERP and CRM platforms most often tied to manufacturing, distribution, and revenue operations.

Made2Manage / Aptean

Discrete manufacturing ERP support for quoting, procurement, shop-floor execution, order management, and financial workflows.

Salesforce CRM

Sales, service, marketing, commerce, and integration support around a unified customer-data model.

Epicor Kinetic

Manufacturing ERP implementation support across BOMs, revisions, production management, and mixed-mode operations.

SYSPRO ERP

Manufacturing and distribution ERP support for supply-chain visibility, compliance, traceability, and integrated contact management.

Platform Deep Dive

Relevant product context for implementation, optimization, and long-term support.

Request ERP and CRM consultation

Made2Manage / Aptean

Aptean Industrial Manufacturing ERP Made2Manage Edition

Made2Manage remains most relevant in discrete and industrial manufacturing environments that need strong control over quoting, procurement, order management, financials, and shop-floor workflows. Aptean also positions the platform for multi-site standardization and cloud migration programs.

Typical Fit

  • Best for manufacturers running custom, make-to-order, engineer-to-order, or repetitive production with a high dependency on scheduling, costing, and operational visibility.
  • Useful when leadership needs one operating view across plants, business units, or acquired facilities instead of disconnected site-level practices.

Implementation + Support Focus

  • Support data cleanup for items, BOMs, routings, customers, vendors, pricing, and open operational records before rollout or migration work.
  • Stabilize reporting, user access, integrations, and workflow handoffs between production, purchasing, finance, and customer-facing teams.
  • Coordinate cloud migrations, vendor escalation, rollout planning, and post-go-live support so internal teams can focus on operations instead of infrastructure friction.
Request ERP and CRM consultation

CRM Platform

Salesforce CRM

Salesforce is strongest when an organization needs a single customer-data layer spanning sales, service, marketing, commerce, and broader business operations. The platform’s ecosystem also makes it a common integration point for ERP, quoting, ticketing, finance, and custom workflow automation.

Typical Fit

  • Best for teams that need one source of truth for leads, accounts, opportunities, customer service history, campaign activity, and downstream account growth.
  • Works especially well when organizations need connected workflows across sales, customer success, marketing operations, service delivery, and analytics.

Implementation + Support Focus

  • Assist with object model cleanup, field governance, automation reviews, dashboards, security roles, and environment hygiene across production and sandbox workflows.
  • Plan and support integrations with ERP platforms and other business systems using Salesforce-native tooling, MuleSoft patterns, or partner applications.
  • Reduce admin backlog around permissions, data quality, duplicate control, process handoffs, and user adoption after implementation or re-implementation.
Request ERP and CRM consultation

Manufacturing ERP

Epicor Kinetic

Epicor Kinetic is built for manufacturers that need to support make-to-order, configure-to-order, engineer-to-order, and make-to-stock workflows inside one ERP environment. The platform is especially relevant when production management, engineering revision control, and product structure accuracy drive downstream execution.

Typical Fit

  • Best for manufacturers with complex bills of material, routing logic, engineering change requirements, or mixed production methods that need one controlled operating model.
  • Useful when teams need stronger production management, product data discipline, and tighter coordination between engineering, planning, purchasing, and the shop floor.

Implementation + Support Focus

  • Support BOM and method cleanup, revision-control workflows, security roles, production-reporting accuracy, and configuration discipline ahead of major process changes.
  • Help internal teams plan phased rollouts, environment cleanup, process testing, reporting alignment, and issue triage after implementation or upgrades.
  • Bridge infrastructure, networking, printing, endpoint, and integration dependencies that often block ERP performance even when the application itself is configured correctly.
Request ERP and CRM consultation

Manufacturing + Distribution ERP

SYSPRO ERP

SYSPRO stays strongest in manufacturing and distribution environments that care about cloud flexibility, supply-chain visibility, compliance, traceability, workflow orchestration, and integrated contact management. It is a practical fit where operations need better coordination from shop floor through customer delivery.

Typical Fit

  • Best for manufacturers and distributors that need stronger inventory visibility, operational reporting, traceability, and more controlled movement from purchasing through fulfillment.
  • Useful when teams want one platform that balances manufacturing, supply chain, analytics, workflows, and customer/account context without fragmenting the operating model.

Implementation + Support Focus

  • Support workflow cleanup, user-role alignment, integration planning, traceability processes, reporting, and operational handoffs across departments.
  • Help stabilize branch, warehouse, inventory, and compliance-related processes so teams can trust the system as operations scale.
  • Provide implementation assistance, admin coverage, vendor coordination, and post-go-live troubleshooting for teams that need more depth than a standard help desk can offer.

Related Routes

Use these pages when the conversation broadens into infrastructure, operations, or internal-team support.

Managed IT Services in South Florida

Connect ERP and CRM support to the broader support, vendor-management, and operational governance model.

Cloud Infrastructure Services in South Florida

Tie application performance, hosting, identity, and integrations to the cloud architecture underneath your systems.

Co-Managed IT Services in South Florida

Support internal IT teams that already own ERP or CRM platforms but need deeper engineering help for implementation and day-two support.

South Florida IT Service Areas

Return to the service hub for the broader regional service-page structure and adjacent landing pages.

Talk to Engineering

Request ERP & CRM implementation or support guidance.

Share the platform you are running, the business process issues you want to fix, and whether the need is implementation, recovery, optimization, reporting, or day-two support.