Real-Time ERP-CRM Integration: Lessons from the Trenches

When student data lives in your ERP but your CRM needs it now, batch sync isn't good enough. This session chronicles the journey of one institution that built a near real-time integration between Banner and Salesforce using MuleSoft—eliminating overnight delays, reducing manual processes, and creating a unified view of students across enrollment, advising, and recruitment workflows. We'll explore the architecture decisions, the integration patterns that worked (and those that didn't), the governance challenges of connecting two enterprise systems of record, and the change management required to help teams trust and act on live data. Whether you're just beginning to explore iPaaS options or deep in the weeds of an active implementation, this session offers practical insight into what it takes to make your ERP and CRM talk to each other in real time.