Industrial distribution
Commercial workflow rebuilt around CRM, ERP, and reporting ownership.
Commercial ops leader
Sparkibot reframed the revenue-to-operations workflow, cleaned up sales handoffs, and defined a more reliable reporting spine across CRM and ERP systems.
Challenge
The team had outgrown its original tooling setup and was compensating with spreadsheets, partial updates, and manual status chasing.
Approach
Map the handoff logic first, clarify system-of-record boundaries, and stage integration and automation changes so reporting improved before process complexity increased.
- Cleaner ownership across sales and delivery
- Lower manual reconciliation overhead
- More reliable commercial reporting