Standalone Project

Full Operations & Sales Tech Stack System Implementation

A CRM, CPQ, and project management rollout for a distributor managing over 50,000 SKUs.

Clients & sponsors

1 relationship

Shields, Harper & CoClient

Project details

Capabilities and tools

Core work

CRM Implementation CPQ System Implementation

Supporting work

Project Management System Implementation Ticketing System Implementation Process Optimization & Automation Process Documentation Change Management Account Management

Tools used

DealHub Freshworks Make.com Miro Teamwork Teamwork Desk

Case study

How the work came together

Work summary

Successfully deployed a CRM and project management system, securing quick executive buy-in for the core infrastructure. The project faced significant hurdles with the CPQ (Configure, Price, Quote) implementation due to vendor limitations with DealHub, which struggled to handle the company's massive 50,000+ SKU count. Despite these third-party challenges, the team provided consistent hands-on support, particularly in data cleanup and development, earning high client satisfaction.