Wholesale & Distribution
Consolidating customer data for a B2B distributor
- Challenge
- Customer information spread over spreadsheets, an ageing CRM and the ERP, leading to inconsistent follow-up.
- Approach
- Process mapping, CRM reconfiguration, a structured migration with deduplication and a two-way ERP integration.
- Outcome
- One shared customer record for sales and service, with order history visible inside the CRM.
