Project Overview
Every Number, Live.
A wholesale distributor ran sales on spreadsheets and gut feel. We built a cloud CRM with real-time dashboards, automated forecasting and role-based views — from rep to board — integrated with their ERP so no one re-enters data.
- Client: Meridian Supply Co., 120 sales seats.
- Timeline: 16 weeks, migrated without a day offline.
- Stack: Web platform with ERP integration and SSO.
Challenge & Approach
The Challenge.
Forecasts took three days to assemble and were stale on arrival. Reps distrusted the numbers, so adoption of previous tools had failed twice.
Our Solution.
We shadowed reps for a week, then designed around their day: two-click logging, automatic activity capture, and dashboards that answer one question each. ERP sync runs every 15 minutes with full audit trails.
Deliverables & Outcome
What Shipped.
- Platform & integrationsPipeline boards, forecasting, one-click board reports, ERP sync, SSO and audit logs.
- Results after two quartersForecast prep down from days to minutes, full rep adoption, and cleaner pipeline data at every review.
Next: Corporate Website Design →Related service: Web Development →
Drowning in spreadsheets?
We will map your data flows and show you a dashboard prototype in weeks.
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