Professional Services
Enterprise CRM Platform
A custom CRM aligned to a distributor's real sales and service pipeline, integrated with ERP and support.
CRMWeb ApplicationIntegrations
-22%
Sales cycle time
-45%
Lead response time
6
Teams onboarded
The Challenge
A regional distributor managed leads, orders, and after-sales support across disconnected spreadsheets and a legacy CRM that didn't match their sales process. Nothing reconciled, and reporting was guesswork.
The Solution
We designed a custom CRM aligned to the distributor's actual sales and service pipeline, integrated with their ERP and support inbox for a single operational view.
Implementation
- 1Mapped the real sales and after-sales process with the distributor's teams
- 2Designed custom pipelines, roles, and permissions around that process
- 3Integrated the CRM with the existing ERP and support inbox
- 4Delivered reporting on pipeline, response time, and conversion
Start a Conversation
Have a similar problem to solve?
We start every engagement by understanding your operation. Tell us what's not working.