Salesforce implementation consulting in Houston.

Start where the data model is settled and the benefit is visible: usually pipeline and account management, with ERP data shown read-only. Service cases and Field Service scheduling follow once assets and contracts are loaded cleanly. Customer or distributor portals come last, since they expose everything underneath. Each phase goes live independently, so crews and reps get value early while later phases are still being built.

Usually, yes. The customers, contracts and service processes differ, but the platform handles that through record types, separate sales processes and permission sets rather than separate orgs. A single org keeps shared customers visible across both businesses and simplifies reporting to leadership. We would recommend separate orgs only if regulation, data residency or a planned divestiture made separation necessary, and discovery would surface that.

We agree early on which system owns customers, products, pricing and orders, then build Salesforce against that target rather than the system being retired. Where the ERP will not be ready in time, a temporary file load or read-only view keeps users working until the permanent integration arrives. The integration itself is designed once, against the new ERP, so your team does not pay for two versions of the same connection.