We help management regain control over margin, pipeline, and future revenues by combining data from CRM, ERP, and finance into one coherent decision-making picture.
Not a ‘post-fact’ report.
Visibility before money slips away.
No sales pitch. After the conversation, you'll know if you're truly profiting from sales — and where money is leaking.
This is not a problem for sales representatives.
It’s a problem of lack of control over information.
Because in most companies:
Sales decisions are made:
We connect sales with finance.
And only then does true margin management begin.
We build one, common customer picture.
Effect:
sales decisions based on facts, not intuition.
We show where the company truly makes money.
Effect:
no more rewarding unprofitable sales.
We turn declarations into predictions.
Effect:
management is no longer surprised by the results.
(revenue management)
We build a system for looking into the future.
Effect:
predictable revenues instead of ‘surprises’.
Situation:
A B2B company with high volumes, low profitability, and aggressive discounts.
Transformation:
360° Customer View + margin per customer + sales-finance integration.
Effect:
Immediate identification of unprofitable contracts. Renegotiation of terms. Sales began to genuinely generate profit.
Situation:
A global company, 13 countries, Excel-based forecasts, lack of consistency.
Transformation:
CRM + ERP + data warehouse + Power Apps for forecast adjustments.
Effect:
One version of the pipeline. Full control of future revenues. Managing change instead of reacting after the fact.
Situation:
Sales forecasts diverged from actual results.
Transformation:
Analysis of history, pipeline dynamics, and actual closures.
Effect:
Forecasts became a management tool, not just a presentation.
No team reorganization
No CRM change 'just because'
No vendor lock-in
Analysis: pipeline, margin, customers, forecast, revenues.
