Setup or cleanup.
Pipeline stages, fields and ownership matched to how you actually sell, not the vendor's template.
SEC/C0 · Overview
CRM, connected to the rest of the business.
Your CRM knows the lead. Your ERP knows the order. Your accounting system knows the invoice. None of them know each other, so a person copies the deal across every time one closes. We set the CRM up around how you sell, and connect it to the systems that fulfill and bill the work.
Leads
Every inquiry, one place
Deals
A pipeline you can trust
Quotes
Priced from the system
Orders
Entered once
Invoices
Billed from the deal
Follow-up
Nothing depends on memory
- LeadsEvery inquiry, one place
- DealsA pipeline you can trust
- QuotesPriced from the system
- OrdersEntered once
- InvoicesBilled from the deal
- Follow-upNothing depends on memory
SEC/C1 · Coverage
The CRMs, and what sits next to them
Connected to NetSuite, Epicor, Sage Intacct, QuickBooks, Shopify, and the quoting, billing, scheduling and support tools around them.
SEC/C2 · Symptoms
Where the pipeline leaks
- Leads arrive from the site, email and phone, and some never make it into the CRM
- A deal closes and someone retypes it into the ERP
- Sales and finance report different revenue for the same month
- Follow-up depends on a rep remembering to do it
- Your best customer exists three times in the CRM
- Nobody trusts the pipeline report, so it gets rebuilt in a spreadsheet
SEC/C3 · Outcome
One record, from first call to paid invoice
| Today | Afterward |
|---|---|
| TodayA lead comes in by phone and lives in someone's notebook. | AfterwardEvery inquiry lands in one record and goes to the right person. |
| TodayA closed deal gets retyped into the ERP. | AfterwardThe customer, the order and the invoice appear where they're needed. |
| TodaySales and finance argue about the month. | AfterwardBoth read the same revenue number. |
Every inquiry lands in one record, from wherever it came in, and goes to the right person. When a deal closes, the customer, the order and the invoice exist in the systems that need them, without anyone typing them again.
The pipeline report is the pipeline, because it reads from the same records sales works in. Finance and sales look at one revenue number. Follow-up goes out when it should, whether or not anyone remembers.
SEC/C4 · Scope
What we set up
Lead capture.
Site forms, email, phone and ads into one record, deduplicated and routed to the right person.
CRM to ERP.
A closed deal becomes a customer, an order and an invoice in the ERP, in both directions where it matters.
Quotes.
Priced from the system, with the products and terms that are actually current.
Follow-up.
Reminders, sequences and handoffs that run on the record, not on memory.
Migration.
Off spreadsheets or an old CRM, cleaned and deduplicated before it lands.
Reporting.
Pipeline, revenue and activity from the records themselves.
SEC/C5 · Method
How an engagement runs
- STEP/01
Map
We learn how the business actually runs: what it sells, what it runs on, and where the work gets carried by hand. One storefront or six systems of record, the map comes first.
- STEP/02
Design
The system is designed around your operation: what gets built, what gets connected, what it looks like, and in what order. A fixed scope and a fixed price.
- STEP/03
Build
Built in stages you can see and use, tested with your people before anything goes live.
- STEP/04
Run
We operate, maintain and extend what we build, or hand it to your team with everything they need to run it.
SEC/C6 · Team
How we handle your records
- Data model first.
- Which system owns which field is decided before anything syncs, so two systems never fight over one value.
- Deduplication rules agreed up front.
- Matching rules are reviewed with your team before a single record moves.
- Sandbox first.
- Built in a sandbox or test portal and accepted by your team on real cases.
- Permissions.
- Who sees and edits what, set in the CRM itself.
- Migration you can check.
- Record counts and totals reconciled between the old system and the new one before cutover.
- Handoff.
- A runbook and a working session with the people who use it every day.
SEC/C7 · Terms
Scope, access, ownership and data handling: see Security and data handling.