Most manufacturers already have the data to answer their biggest questions. It's split across an ERP, a CRM, a website, and a few spreadsheets that nobody has put side by side. We connect those systems, set up quote follow-up and customer win-back, and build reporting that shows where your revenue comes from and what your marketing is worth.
Revenue reporting
When your systems don't talk to each other, the most valuable information in the business goes unused. You can't say how much revenue your website produced last year, what it costs to win a new customer, or which products and accounts carry your margin. So marketing decisions get made on instinct, and every budget conversation turns into an argument nobody can settle.
The losses are quieter than a bad campaign, and they add up. Quotes go out and nobody follows up, so business you already did the work to win goes to whoever called back. Customers who used to order every quarter stop, and nobody notices until the year-end numbers come in. Leads from the website land in someone's inbox, or in a spam folder, and never make it into the CRM at all.
Most marketing agencies stop at the edge of the website. They'll track clicks and form fills, but they don't ask what happens after the form: who gets the lead, whether it becomes a quote, whether the quote becomes an order. That's where the revenue is decided, and it's the part they never see.
The other common fix is software. A company buys a CRM, imports its contacts, and expects the problem to solve itself. Without a quoting process, a follow-up routine, and a connection to the ERP, the CRM becomes an expensive address book. The tools were never the problem. The missing piece is someone who understands how your business sells and builds the system around it.
Before we touch a system, we map how a sale moves through your business: how leads arrive, who quotes them, how quotes get followed up, and how orders get placed through direct sales, distributors, reps, and ecommerce. The systems get built around that process, not the other way around.
We link your ERP, CRM, website, and analytics, so order history, quotes, and marketing activity sit in one place. For example, once we can see your average order value, the number of quote requests your website produces, and how many of them close, we can tell you what your website is worth in revenue. Most manufacturers have never seen that number.
Every quote gets an owner, a follow-up sequence, and a status you can check. Lapsed customers get identified from your own order history, ranked by what they used to buy, and handed to your team as a call list. Your people make the calls, and we build the lists, the sequences, and the reports that keep the programs running.
Messy product data hurts your website, your search visibility, and your sales team. Messy customer data makes every report unreliable. We clean both and put them in a structure your whole team can use.
Your reporting shows leads, quotes, and orders by source, what it costs to win a customer, and what your marketing produces in revenue, reviewed every week on your call and every month with Jay.
| Where you are now | Where you'll be in 12 months |
|---|---|
| Your ERP, CRM, and website don't talk to each other. | Orders, quotes, and marketing data sit in one connected system. |
| You can't say what your website produces in revenue. | You know what your website and marketing produce, and what it costs to win a customer. |
| Quotes go out and nobody follows up. | Every quote has an owner, a follow-up sequence, and a status you can check. |
| Customers stop ordering and nobody notices. | Lapsed customers show up on a ranked list, and somebody calls them. |
| Leads land in inboxes and get lost. | Every lead goes into the CRM with a source and an owner. |
| Reports are built by hand, if at all. | Your reports update on their own and get reviewed every week. |
Ongoing work is included in Marketing Programs, and integration projects are scoped after the Growth Audit.
Revenue Systems work starts with a Growth Audit. Over four weeks we review your systems, your quotes, your customer history, and how you sell through each channel, and you come away with a 30/60/90-day plan that shows which fixes come first and what they're worth.
No. We work with the systems you have. If your ERP can export orders and quotes, we can use it, and if you don't have a CRM yet, we'll set one up.
Your team does, because customers expect to hear from the people they buy from. We build the call lists, the follow-up sequences, and the reports, so your team spends its time on conversations instead of figuring out who to call.
Yes. Everything we do is under NDA, and we never share your data with anyone.
We can work in almost any CRM. Our deepest experience is in HubSpot, Salesforce, and ActiveCampaign.
A CRM consultant sets up the software. We set up the process around it, including quoting, follow-up, win-back, and reporting, and we connect it to your marketing so you can see what each piece produces in revenue.