RevOps and automation for manufacturers and distributors
Quotes in spreadsheets, an ERP that does not talk to your CRM, and a dealer channel you cannot see into. We connect the systems so quoting, ordering, and account management run on real data.
The reality in manufacturing and distribution
Manufacturing and distribution sales are long, technical, and run through people: reps, dealers, distributors, and the occasional spreadsheet held together by one person who knows where everything is. Quotes get built by hand, deals live in someone's head, and the ERP that holds the real numbers sits walled off from the CRM where the selling happens.
That disconnect is expensive. Reorders get missed, channel performance is a mystery, and forecasting is a guess dressed up in a report. We integrate the systems and add AI automation where it pays off, so quoting is faster, accounts get worked on time, and you can finally see what your channel is doing.
What we do for manufacturing and distribution teams
Quoting and deal tracking
Move quoting out of spreadsheets and into a tracked pipeline, so every opportunity has an owner and a status.
ERP and CRM integration
Connect the system of record to the system of selling, so inventory, pricing, and orders are not retyped or guessed.
Channel visibility
See how dealers and distributors are actually performing instead of waiting for end-of-quarter surprises.
Reorder and account automation
Automate reorder prompts and account check-ins so recurring business does not depend on memory.
Where we start
Map the systems
We document how ERP, CRM, and quoting fit together today, and where the handoffs break.
Connect the data
Integrations that keep pricing, inventory, and orders in sync across tools.
Tighten quoting
A faster, tracked quote-to-order process with clear ownership.
See the channel
Reporting on direct and channel revenue you can act on mid-quarter.
Frequently asked questions
Can you integrate with our ERP?
Usually, yes. We work with the common ERPs through their APIs or a middleware layer, and we scope the integration to what actually drives revenue, like pricing, inventory, and order status. We do not boil the ocean connecting fields nobody uses.
How does this help with dealers and distributors?
Channel sales are hard to see because the activity happens outside your four walls. We build the tracking and reporting that give you real visibility into dealer pipeline and performance, and automate the account touches that keep partners active.
Our sales cycle is months long. Is automation worth it?
Long cycles are exactly where automation pays. When a deal takes six months and ten touches, the cost of one forgotten follow-up is enormous. Automating the routine steps keeps every opportunity moving without adding headcount.