Many organisations manage customer relationships, sales pipelines, and account data in Salesforce, while project delivery and portfolio governance live elsewhere. Altus is designed to integrate with line of business systems, including CRM platforms like Salesforce, so customer commitments and delivery execution are connected rather than managed in isolation.

Built on the Microsoft Power Platform and Dataverse, Altus provides a secure project and portfolio management layer that can integrate with external CRM systems, enabling clearer visibility from opportunity through to delivery and outcomes.

CRM to project visibility

Altus can integrate with Salesforce to connect customer, account, and opportunity data with projects, programs, and portfolios. This helps organisations align delivery activity with commercial commitments captured in CRM systems.

Line of business integration patterns

Altus supports integration with non Microsoft line of business systems, including Salesforce, using Power Platform integration patterns such as APIs, dataflows, and workflows. This avoids point to point custom solutions.

Single source of truth for delivery data

While Salesforce remains the system of record for customer and sales data, Altus acts as the system of record for delivery execution. Integrated data enables consistent reporting without duplicating ownership across systems.

Unified reporting across systems

By bringing CRM and delivery data together in Dataverse, Altus supports Power BI reporting that spans customer pipelines, active projects, and delivery outcomes.

Secure and tenant aligned architecture

Altus is deployed into the customer’s Microsoft 365 tenant. Integration with Salesforce does not require Altus to host or extract data outside the tenant beyond defined integration flows, supporting enterprise security and governance expectations.

Without integration, sales teams and delivery teams often work from disconnected systems, creating risk during handover from opportunity to execution. Altus helps close this gap by connecting Salesforce data with project delivery in a structured, governed way.

By integrating Altus with Salesforce, organisations can:

• Improve handover from sales to delivery
• Increase visibility of delivery status against customer commitments
• Reduce manual updates across CRM and project tools
• Strengthen forecasting and reporting accuracy
• Support governance and audit requirements

This is especially valuable for organisations delivering customer funded projects, professional services, or complex programs tied directly to commercial outcomes.

Get Started with Altus + Salesforce

Altus integration with Salesforce is typically implemented using Microsoft Power Platform capabilities and Altus line of business integration patterns. An Altus representative or Certified Altus Partner can help assess your Salesforce environment and define the right integration approach to support customer centric project delivery and reporting.