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Bringing Sales, Projects, and Operations Together for a Services Company

A service provider in the U.S. connected its sales, project management, HR, and asset management with Integrow (a built‑in ERP and CRM platform), improving project execution and resource use.

Team reviewing project data and resource plans after successful ERP and CRM integration by Cloud Consulting Inc. using Integrow.

Overview

A services company delivering project and field work ran its sales, delivery, HR, and assets in separate tools. Data was often outdated and mismatched, and projects started with gaps. The organization’s leaders were spending time validating numbers instead of acting on them. That’s when CCI implemented Integrow, an agentic ERP and CRM platform, to integrate core operations into one system. Integrow provided teams with shared data and faster execution across the business. 

PROBLEMS:

SOLUTIONS

Unified ERP and CRM Using Integrow

◉ Implemented Integrow to manage sales, projects, HR, and assets in one platform.

◉ This removed duplicate data and gave each team a shared system of records.

Connected Sales and Project Workflows

◉ Closed opportunities automatically created projects with defined scope, milestones, budgets, and staffing needs.

◉ Delivery teams started working with complete and accurate information.

Structured Project and Cost Management

◉ Enabled automated status updates for sales, finance, and leadership without requesting manual reporting. This gave them the ability to track tasks, project timelines, and costs directly in Integrow. 

Centralized Resource and Asset Planning

◉ We brought HR data, skill sets, availability, and asset management in one place to plan work based on real capacity, instead of assumptions.

Live Dashboards and Reports

◉ We configured dashboards for pipeline health, project status, utilization, and costs. Leadership accessed current data without manual preparation.

RESULTS

Team from a U.S.-based services firm discussing successful outcomes after Cloud Consulting Inc. solved key challenges using Integrow.

  • Faster Project Setup

    Standardized handovers reduced project setup effort by 25%. It allowed teams to start delivery sooner with fewer corrections.

  • Better Resource Utilization

    Clear visibility into skills and availability improved resource usage by 20%, reducing both overbooking and idle time.

  • Reduced Manual Operations Work

    Manual tracking and tasks dropped by 30%, which allowed teams to focus on delivery and customer work.

  • Stronger Executive Control

    Leadership gained a unified view of sales, delivery, resource, and asset management, improving planning and operational accuracy.

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