Unified CRM for a manufacturing group
A manufacturing group with several sites and sales teams needed one system to manage customers, quotes, and orders across the group. Spreadsheets and local tools were no longer sufficient.
Challenge Multiple sites and sales teams with no shared view of customers and orders.
Solution Custom CRM with role-based access, order tracking, and reporting across all entities.
Result Single source of truth, faster order processing, and better forecasting.
Key figures: Single CRM for 5 entities, 50+ users, order processing time reduced by 40%.
How it worked in practice
The client had strong sales activity but weak visibility. Data lived in disconnected places, and the same account record could look different depending on the team viewing it.
We started by mapping the real pipeline and the operational steps that followed a win: pricing approvals, handoff to delivery, and customer onboarding. Then we built a custom CRM that enforced clean ownership rules and made key actions obvious.
Reporting was rebuilt around a single definition of KPIs. Instead of exporting spreadsheets every week, the team could rely on dashboards that matched how the business actually measures performance.
Scope
- Custom CRM data model, roles, and permissions aligned to teams.
- Pipeline stages, validation rules, and approval routes for pricing and discounts.
- Dashboards, exports, and a clean audit history for key fields.
What improved
- Cleaner data with fewer duplicates and fewer manual corrections.
- Faster handoffs between sales and operations with clear accountability.
- Reliable forecasting and visibility on pipeline health.