Reading path4 stops6 stepsAbout 8 minutes of reading
Fixing CRM, ERP, and order systemswhat to read before the first call.
Four stops for operations, finance, and RevOps leaders whose systems disagree: why the numbers drift, how we decide the system of record and rescue a stalled project, what it looked like for a client, and the questions to ask before you sign.
Stop 1
The problemWhy don't our numbers match?
Where CRM and ERP data drift apart, and what it costs.
Stop 2
How we workHow do we fix it without starting over?
Decide the system of record, triage before re-scoping, and verify every vendor hand-off.
- 02ArticleThe System-of-Record Decision: How RevOps Gets a Number Everyone TrustsPick one system of record so sales and finance report the same number.Read →
- 03ArticleRescuing a Stalled CRM or ERP Implementation: Triage Before Re-ScopeTriage a stalled implementation before anyone re-scopes it.Read →
- 04ArticleVerifying Third-Party Quality: Entry and Exit Criteria Across the Vendor BoundaryEntry and exit criteria that hold each vendor to a standard at hand-off.Read →
Stop 3
ProofHas this team done it before?
A client result, measured before and after.
Stop 4
Before you signWhat should I ask any partner?
The questions to put to any implementation partner.
Next
Seen enough?A senior principal takes the first call.
Keep reading
Related reading
- Guide
Seven questions to ask before you sign
Seven questions that show whether a delivery partner is set up to protect your launch. Ask every vendor, including us. Written for buyers who need to defend the choice to a CEO or a board.
Read → - Whitepaper
Starting AI Adoption: A Sequence for Mid-Market Engineering Teams
The order of operations we use with mid-market engineering teams that have been told to ship AI and do not know where to start. Six stages, named exit criteria, the anti-patterns that predict failure, and the first-90-days view that ties architecture, evaluation, and model economics into a coherent adoption sequence.
Read → - Whitepaper
Build vs. Buy vs. Assemble: A Decision Framework for Engineering Leaders Past $20M ARR
The traditional build-vs-buy debate has a quiet third option, assemble, and it is the right answer more often than either of the other two. This paper covers the decision framework we use with growth-stage engineering leaders, including the four dimensions to score each option against, the failure modes specific to each path, and the contractual mechanics that determine whether 'buy' actually buys what was promised.
Read → - Whitepaper
Why Your CRM and ERP Disagree, and What to Do About It: An Integration Audit Framework
When the board asks for a number and three departments give three answers, the cause is almost never that someone is wrong. It is that the systems of record were never reconciled to each other. This paper covers the integration audit framework we use with RevOps, IT, and finance leaders to surface the disagreements, name the canonical owner for each entity, and build the integration discipline that makes the number trustworthy without re-platforming anything.
Read → - Whitepaper
Rescuing a Stalled CRM or ERP Implementation: Triage Before Re-Scope
When a Salesforce, NetSuite, or Dynamics implementation has stalled, over budget, behind schedule, with users threatening to revolt, the first instinct is usually to re-scope or replace the integrator. Both moves are almost always premature. This paper covers the triage framework that names the actual stall cause in two weeks, separates rescuable programs from genuinely failed ones, and produces the small, decisive intervention that gets the program back to delivering value.
Read → - Whitepaper
The System-of-Record Decision: How RevOps Gets a Number Everyone Trusts
Trustworthy revenue numbers do not come from a better dashboard. They come from a single, written decision about which system owns each entity that defines revenue. This paper covers the system-of-record framework RevOps leaders use to end recurring number disputes, the eight entities that need explicit canonical owners, and the lightweight governance that keeps the decisions current as the stack evolves.
Read →
Practices
Where this leads
- CRM, OMS & ERPCRM, OMS, and ERP
Salesforce, NetSuite, order management, and the connections between them: implemented, connected, and tested.
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