Sales and order fulfillment CRM unifying data, approvals, and margin insight across complex operations.

CHALLENGE 

• No centralized CRM.
• Disjointed systems.
• Lack of visibility.
• Manual, unstable approvals.

SOLUTION 

Implemented a 360-degree CRM with automated step-by-step processes for sales, approvals, post-ordering, and quotes.

OUTCOME 

• Easy margin calculation.
• Streamlined approvals.
• Mobile-ready access.
• Centralized data for analytics.