Industries
Where your systems stop talking to each other.
Different industries, one shape of problem. The system that holds the truth and the system your team works in are not the same, and nobody has joined them. Here is what that looks like in three of them, and what we connect.
Manufacturing and distribution
Your ERP holds the real price and stock. Your quotes and storefront show something else.
Your prices, stock and orders live in an ERP. Your CRM, your quoting, your storefront and your customer portal each hold their own copy, and the copies disagree. So a rep quotes a price the system will not honour, and the website takes an order for stock that is not there.
The usual fix is a nightly export and a spreadsheet someone reconciles by hand. It drifts within a week, and nobody trusts the numbers by month end.
We connect the systems directly. Price and stock flow from the ERP to everywhere they are shown, matched on product and customer keys, so a quote, the storefront and the portal all read the same availability. Delivery dates come from real stock, and the order-to-invoice loop closes without re-keying.
The outcome is one price and one stock figure wherever a customer or a rep looks, delivery promises you can keep, and an order that becomes an invoice without anyone typing it twice.
- NetSuite
- Epicor
- Salesforce
- Dynamics 365
Field service
The field knows the job is done. The office invoices when the paperwork catches up.
Your jobs are scheduled in one system, completed on paper or a phone in the field, and invoiced from a third. The office works from what it can see, which is rarely what actually happened on site.
So a job finished on Tuesday gets invoiced on Friday, once someone has typed the docket in. Assets get serviced without the record catching up, and the schedule still shows work open that closed days ago.
We connect the field to the office. Jobs, assets, completion records and invoicing are joined against stable keys, so a job closed on site updates the record once and stays current.
The outcome is an office that knows what the field knows, with invoices going out the day the job closes rather than the week after.
What we connect
- Salesforce Field Service
- ServiceNow
- Mobile capture apps
- Spreadsheets
Professional services
Sales sees the pipeline. Finance sees the actuals. Nobody sees both.
Your pipeline sits in the CRM. Your actuals sit in finance. The two are never joined, so the numbers that decide whether an engagement made money live in different systems that disagree.
You want utilisation and margin by client, and answering that means reconciling CRM opportunities against finance actuals by hand every month. By the time the spreadsheet is done, the quarter has moved on and the answer is already stale.
We join the two sources on a shared client and project key, so pipeline and delivered revenue sit against the same records. Utilisation, realised rate, and margin by client become a live view rather than a month-end exercise.
The outcome is a single source for how each account is actually performing, current enough to act on while the engagement is still running rather than after it closes.
What we connect
- Salesforce
- HubSpot
- Xero
- NetSuite
Tell us what’s not right between your systems.
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