Connected revenue operating system
A revenue operating system turned hidden pipeline into $124K in closed business.
A light manufacturer with an ecommerce storefront and more than 1,000 customer accounts had quote and order data trapped in its ERP. Sales maintained a parallel spreadsheet, and customer-service requests were duplicated across channels.
The bottleneck
Sales could not reliably see quote details, changes, or which accounts needed follow-up. Leadership's pipeline view missed opportunities already in the ERP, while customer service spent hours cross-checking duplicate requests.
What we built
A connected revenue operating system brought ERP quotes, orders, product records, and statuses into the CRM. Recurring follow-up lists and shared reporting gave the team a consistent view of the work.
- Quote-to-deal synchronization and status mapping replaced manual data entry.
- Customer service consolidated into a single help desk.
- Recurring untouched-quote and account lists supported follow-up across the customer base, with ERP dashboards and a unified contact warehouse behind them.
What changed
Reconciling open quotes against the CRM surfaced $310K in pipeline leadership had not seen. That resurfaced pipeline led to $124K in closed revenue during the reported year.
The integration eliminated more than 1,000 manual tasks annually. Sales gained systematic account coverage, and the engagement ended with a trained handoff, documentation, and post-engagement support.
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