Real estate · CRM and ERP
Matching CRM activity to ERP clients
A mid-sized real estate company managing several thousand properties. Its CRM and ERP had never been kept in sync, so service tickets, calls, emails and chat messages could not be tied to the right client or project. I normalised the key fields, built mapping tables and a matching model across both systems.
Activities matched to client and project
80%+
Manufacturing · Sales reporting
A run rate that knows the season
A mid-sized manufacturer wanted to track sales targets by employee and region. I spread the annual targets over the year on a seasonal curve and built one annual run rate on top, so a weak month with a low target no longer drags the forecast down. The shared KPI logic replaced separate Excel reconciliations.
Progress against target, tracked
Daily