Case study
Custom B2B Sales Automation Systems
Growing brands and distributors standing up CRM and ops stacks from scratch — or replacing tools that never matched how revenue really moves.
The challenge
Off-the-shelf CRM alone rarely covers intake, distributor workflows, telephony, and shipping. Teams either over-customize a megasuite or live in disconnected apps with weak field adoption.
What we built
We stand up greenfield CRM and sales-ops stacks — intake pipelines, distributor workflows, telephony and shipping glue — and apply enterprise CRM enablement patterns with field-ready training loops.
Outcomes
- CRM + ERP + communications working as one stack
- Enterprise enablement patterns adapted for SMB operators
- Field training so the system is used, not shelved
Inside the system
Capabilities we ship and train teams to own — not slideware.
Intake pipelines
Lead and order intake that matches how opportunities actually enter the business.
Stack glue
Telephony, shipping, and ERP connections that remove spreadsheet handoffs.
Change enablement
Rollout and coaching so reps and managers own the new operating system.
Visual frame
CRM + ERP + comms stack · Enterprise CRM enablement patterns · Field-ready training loops
Product screenshots can drop into this case study later. Until then, the story and capabilities above are the proof.
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