Enterprise Software
Enterprise CRM
A unified revenue platform that replaced five disconnected tools with one workspace for pipeline, accounts, quoting and forecasting across 14 international sales teams.
Client
Nordwind Group
Industry
B2B Services
Year
2025
Duration
9 months
Business Challenge
Sales data lived in spreadsheets, a legacy CRM and three regional databases. Leadership had no reliable forecast, reps re-keyed the same account twice, and deal handovers between regions routinely lost context.
Our Solution
We designed a single account graph with role-aware pipelines, built an event-driven sync layer over the legacy systems, and shipped an approvals engine for quoting. A forecasting model surfaces at-risk deals weekly.
Engineering
Technology Stack
Chosen for longevity and operational simplicity, not novelty — every dependency here is one we still support today.
6
Core technologies
9 months
Build duration
2025
Delivered
Inside the build
Project Features
Unified account graph
Every contact, deal and ticket resolves to one canonical company record with full merge history.
Role-aware pipelines
Reps, managers and executives each get a pipeline view scoped to their territory and permissions.
Quote & approval engine
Configurable discount ladders route approvals automatically and log every decision.
Revenue forecasting
Weighted forecasting with risk scoring highlights slipping deals before the quarter closes.
Offline-first mobile
Field reps capture visits without a connection; changes reconcile on reconnect.
Audit & compliance
Immutable activity trails satisfy SOC 2 evidence requests with a single export.
Development Process
Six weeks of shadowing sales teams across three regions to map the real workflow, not the documented one.
Event-sourced core with a read-model layer so reporting never blocks transactional writes.
A dense, keyboard-first interface designed around the reps' five most repeated actions.
Two-week increments with a permanent staging clone of production data.
Phased regional cutover with dual-write and automated reconciliation reports.
Ongoing performance work and a quarterly roadmap owned jointly with the client.
The Results
Forecast accuracy moved from guesswork to a measurable 94%, and the sales cycle shortened by nearly a third within two quarters of rollout.
94%
Forecast accuracy
31%
Shorter sales cycle
5
Systems retired
1,200
Daily active users
