CRM & customer operations

Customer Excellence Solutions

The quote, the order, and the invoice should be one story.

CRM, quoting, and service processes joined up with the ledger, so what sales promised and what operations delivered are the same record.

Talk to a partner

A consultant at a customer service desk pointing to an order-to-cash flow — order, fulfill, invoice, payment — on a monitor.

Overview

CRM usually gets bought to fix a reporting problem in sales, and ends up as a second system of record that disagrees with the first. The pipeline says one thing, the order book says another, and somebody in finance reconciles the difference by hand every month.

We treat customer work as an operations problem rather than a sales-tools problem. Quote, order, delivery, service, and invoice are designed as one flow across CRM and the ERP, so a commitment made to a customer is visible to the people who have to honor it.

Where it fits

Industrial ManufacturingEPCOil & Gas

A field service technician and a customer signing off a completed service record on a rugged tablet beside an industrial pump. — Work completed, parts used, and customer acceptance captured on site, in the same record the invoice comes from.

What we do

Inside Customer

CRM implementation & remediation

Standing up CRM, or repairing one that has drifted into a parallel truth, with ownership of each field settled before configuration.

Quote to cash

Configuration, pricing, and quoting connected through to order, fulfillment, and billing, so margin is known at quote rather than discovered at invoice.

Service & aftermarket

Service contracts, warranty, and field service designed around installed base and parts availability, not around a generic case queue.

Customer portals & self-service

Order status, documents, and service requests exposed to customers directly, which removes the calls your team currently answers by looking things up.

Outcomes

What clients keep after we leave

One record

Pipeline and order book that reconcile

Margin at quote

Known before the commitment, not after

Visible

What sales promised is what operations sees

Explore other services

ERP Implementation Enterprise Performance Management Strategy to Execution Supply Chain Excellence Solutions Back Office Excellence Solutions HCM & Payroll Integration Services AI & Analytics Project Management Project Rescue & Recovery Cloud & Managed Services IT Advisory Services Cybersecurity Professional Services Management Consulting Mergers & Acquisitions

Let’s talk about your customer program

Tell us what it looks like today. We will tell you, plainly, what it would take to fix it — before you sign anything.

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