CRM Implementation
Pipeline design, territory and quota models, deduplication rules, and the reporting layer your sales leadership will actually open on a Monday.
- Salesforce
- HubSpot
- Dynamics 365
CRM & ERP systems consultancy · Est. 2019
Your business runs on six systems that don't talk to each other.
We design, build, and integrate the CRM and ERP platforms that mid-market operators depend on — then we stay on to keep them running. No seat resale, no offshore handoff, no 200-page discovery deck.
§ 01
Practice areas
Seven service lines, one delivery team.
Most engagements start in one line and grow into two or three. The same architects who scope the work write the code and answer the support ticket eighteen months later.
ERP Modernization
Moving off spreadsheets, QuickBooks, or a 2011 on-prem install — with a cutover plan that survives a real month-end close.
- NetSuite
- Odoo
- SAP B1
Systems Integration
The middleware layer between CRM, ERP, WMS, and billing. Idempotent syncs, replayable queues, and alerting that names the record that failed.
- REST / GraphQL
- Webhooks
- Event queues
AI Agent Integration
Agents wired into the systems you already run — reading real CRM and ERP records through scoped, permissioned tools. Quote drafting, ticket triage, order-exception handling, and month-end reconciliation, with a human approval step wherever money or a customer commitment is involved.
- Claude
- MCP
- Tool / function calling
- Eval harness
- Audit trail
Custom Web Applications
When the platform can't bend far enough, we build the app around it — field tools, quoting engines, customer portals, internal admin.
- React
- Node / Python
- Postgres
Data Migration & Governance
Extraction, cleansing, and reconciliation with a documented audit trail — plus the ownership model that keeps the data clean after go-live.
- ETL pipelines
- Reconciliation
- MDM
Managed Support & Advisory
Retained hours for enhancements, release testing, and admin coverage. Named engineer, fixed monthly, response times in writing.
- SLA-backed
- Release QA
- Roadmap
§ 02
Selected work
Engagements, anonymized.
Most of our clients are under NDA, so we describe them by shape rather than by name. Reference calls available under mutual NDA at shortlist stage.
W-01
340-technician HVAC contractor · 11 months
Field service quote-to-cash
Technicians quoted on paper and re-keyed jobs into two systems at end of day. We put Dynamics 365 in front of the sales motion, NetSuite behind the ledger, and built an offline-capable field app that writes to both through a single integration service. Invoices now leave the same day the job closes.
Dynamics 365NetSuiteReact NativeAzure Service BusPostgres
4.1dCut from invoice lag
92%First-pass invoice accuracy
0Duplicate job entries
11moDiscovery to full rollout
W-02
$180M industrial distributor · 14 months
Distributor ERP replatform
Fourteen years of order history in an unsupported on-prem ERP, with three warehouses running incompatible pick logic. Phased migration to Odoo by warehouse, with a reconciliation harness that compared every migrated order against the legacy ledger before each cutover weekend.
Odoo 17Python ETLWMS integrationEDI 850/810
1.2MRecords migrated
3Warehouses, zero downtime
99.98%Reconciliation match rate
-31%Order-to-ship time
W-03
Regional healthcare network · 8 months
Member portal & CRM consolidation
Four business units, four CRMs, one very confused member. We consolidated onto Salesforce Health Cloud, then built a member-facing portal that reads a single unified profile. HIPAA-scoped audit logging on every record touch.
Salesforce Health CloudNext.jsSSO / SAMLHIPAA audit
4→1CRM instances consolidated
218kMember profiles unified
-44%Inbound call volume
100%Access events logged
W-04
Series B SaaS, 90 sellers · 5 months
Revenue operations rebuild
Forecast accuracy had drifted far enough that the board stopped trusting it. We rebuilt the pipeline stages around exit criteria, wired HubSpot to the billing system so closed-won matched invoiced revenue, and replaced eleven overlapping dashboards with four.
HubSpotStripe BillingdbtLooker
±6%Forecast variance, from ±29%
11→4Dashboards in use
5moTotal engagement
90Sellers migrated
W-05
Equipment manufacturer, 62 dealers · 9 months
Dealer network quoting engine
Configure-price-quote logic lived in a 40-tab spreadsheet that one person maintained. We modeled the rules properly, exposed them through a quoting web app for the dealer network, and pushed accepted quotes straight into SAP Business One as sales orders.
SAP Business OneReactNodeRules engine
62Dealers onboarded
17minAvg. quote, from 2 days
-73%Pricing exceptions
1Source of pricing truth
W-06
PE-backed services rollup · ongoing retainer
Post-acquisition systems merge
Six acquisitions in three years, each arriving with its own stack. We run a standing integration playbook: 60-day assessment, chart-of-accounts mapping, CRM consolidation, then handover to a shared support model. Three companies merged so far, two in flight.
NetSuiteSalesforcePlaybookManaged support
6Acquisitions in scope
60dAssessment to plan
3Fully merged to date
28moRetainer, still active
§ 03
Platforms
Where we're certified, and where we're honest.
We hold partner status on four platforms and working depth on several more. If your problem is better solved on something we don't do well, we'll say so in the first call.
SalesforcePartner · 6 certs
NetSuitePartner · 4 certs
Microsoft Dynamics 365Partner
HubSpotSolutions Partner
OdooImplementation
SAP Business OneImplementation
Zoho OneWorking depth
AcumaticaWorking depth
Anthropic ClaudeAgent builds
Model Context ProtocolTool integration
§ 04
How we engage
Four phases. You can stop after any of them.
The assessment is a fixed fee and yours to keep — including if you take it to another firm. We've had clients do exactly that, and two came back.
01
2–4 weeks
Fixed fee
Systems assessment
We map every system, integration, and manual workaround in use, then rank the failure points by what they cost you per month. Deliverable is a written architecture and a costed remediation plan.
Fixed fee
02
4–8 weeks
Fixed fee
Architecture & pilot
We design the target state and prove the riskiest part of it first — usually the integration or the migration path — on real data from your production systems.
Fixed fee
03
3–14 months
T&M or capped
Build & cutover
Two-week increments with a working demo at the end of each. Cutover runs on a rehearsed plan with a documented rollback, and we're on site or on call for the first close.
T&M or capped
04
Monthly
Rolling
Support retainer
A named engineer who already knows your system, monthly enhancement hours, and release testing before every platform update ships to you.
Rolling
Start with the assessment.
Send us your org chart and a list of the systems you run. We'll come back within two business days with a scope, a fixed price, and the name of the architect who'd lead it.
Emailhello@zenithstrategygroup.com
Direct+1 (555) 0142
Based inRemote-first, US & EU hours
Team14 architects & engineers
Request a scope