Partners

Applying AI Across CRM, ERP, and Digital Platforms

Applying AI across enterprise platforms requires more than feature enablement—it requires integration discipline. As an enterprise AI consulting and systems integration partner, CEI applies AI across CRM, ERP, and digital platforms to improve decision‑making, automate workflows, and drive consistent outcomes across core business systems.

Fragmented systems and inconsistent data

Slow deployments and low adoption

Limited visibility and operational inefficiency

Build a Secure, Scalable Technology Core

What matters most isn’t the platform itself, but how securely and consistently it supports business change over time.

Whether implementing a new platform or enhancing an existing one, CEI designs and delivers enterprise platform programs that accelerate adoption, streamline operations, and translate technology investments into measurable business value.

Salesforce, Microsoft Dynamics 365, Oracle NetSuite, and Sitecore are leveraged as enablers — integrated into a cohesive technology foundation rather than deployed in isolation.

Flexible Platform Solutions for Your Enterprise

Platform value is determined less by features and more by how implementation, integration, and governance are delivered.

CEI combines certified expertise, proven methodologies, and flexible engagement models to ensure enterprise platforms support real operating needs — not just technical requirements.

Core capabilities include:

Full lifecycle services spanning advisory, implementation, integration, and managed services

Proven delivery methodologies that reduce risk and accelerate adoption

Flexible engagement models aligned to enterprise delivery realities

Pre‑built accelerators and industry design frameworks that shorten time to value

Drive Revenue, Improve Visibility, and Maximize CRM Adoption

Salesforce delivers value only when it becomes the system teams actually use—not just the system of record.

Salesforce CRM initiatives are structured to unify customer data, automate workflows, and align sales, marketing, and service operations around a single source of truth.

With deep CRM delivery experience, CEI owns end‑to‑end Salesforce advisory, implementation, integration, and managed services.

Business Outcomes:

Streamlined sales, service, and marketing operations
Better forecasting and data visibility
Higher Salesforce adoption and improved customer experiences
Seamless integration across cloud and on-premise systems

The CEI Advantages:

Certified Salesforce specialists with expertise across all major clouds, analytics, and platform tools
Support for Sales Cloud, Service Cloud, Marketing Cloud, Commerce, Experience Cloud, Platform,
App Cloud, and industry clouds
Modern integration patterns and optimization of licensing and platform usage
Flexible engagement: full delivery, hybrid delivery, or ongoing support services

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Unify CRM and ERP for End-to-End Operations

Disconnected CRM and ERP systems limit visibility, slow decisions, and introduce unnecessary manual work.

Dynamics 365 programs are designed to unify customer engagement and operational data, enabling connected sales, service, finance, and supply chain workflows across the enterprise.

As a Microsoft Solutions Partner, CEI leads Dynamics 365 implementations across CRM and ERP, integrating the platform with Power Platform, Azure services, and core business applications.

Business Outcomes:

Connected sales, marketing, field service, and customer service operations
Improved forecasting and reporting through unified data
Enhanced productivity through automation and low-code tools
A cloud-based operating model that scales with your business

The CEI Advantages:

Pre-built templates, reusable integration components, and ERP-connected accelerators
Expertise across Dynamics 365 CE, Business Central, Field Services/IoT, Marketing, Customer Insights, and Power Platform
Integration with ERP systems and legacy applications
Advisory, implementation, licensing optimization, and managed services offerings

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Modernize Finance & Operations with a Scalable Cloud ERP

ERP modernization succeeds when process design, data migration, and user adoption are treated as one effort.

Oracle NetSuite ERP implementations are delivered using structured methodologies that reduce risk, accelerate deployment, and improve long‑term operability.

With a dedicated NetSuite practice, CEI leads ERP programs that bring clarity and control to finance and operations.

Business Outcomes:

Standardized business processes across finance, inventory, supply chain, and operations
Real-time insight for better, faster decision-making
Reduced manual effort and streamlined workflows
A scalable ERP foundation that grows with your business

The CEI Advantages:

Industry-specific implementation models and transparent pricing
Comprehensive support for all NetSuite modules required to run the business
A full ERP delivery methodology: process design, configuration, data migration templates, testing, training, and go-live support
Post-implementation optimization, administration, and global support teams

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Transform Digital Marketing and Customer Experiences

Digital experience programs struggle when content, personalization, and commerce are implemented as separate initiatives.

Sitecore engagements focus on modern architecture, faster experimentation, and measurable engagement improvements—without locking teams into rigid CMS models.

With specialized Sitecore expertise, CEI designs and delivers scalable experience platforms aligned to real customer behavior and business goals.

Business Outcomes:

Better digital engagement, personalization, and content delivery
Faster campaign execution with validated, user-driven experience design
Higher ROI through scalable, modern architecture

The CEI Advantages:

Expertise across Sitecore XP, XM Cloud, ContentHub One, and OrderCloud (headless commerce)
Advanced integration experience with Coveo for search and personalization
AI-driven rapid prototyping to validate customer experiences before scaling
Award-winning team: 5x Sitecore MVP, 2x Coveo MVP, multiple Experience Awards recognition

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