Services

Systems that make growth repeatable

We implement the strategy, tools, and operating cadence that drive long term impact across sales, operations, and customer experience.

Houston, TX U.S. Mexico Industrial Supply BRM · BI · Automation

What we do

Sales Strategy and Expansion

Design practical go to market plans and install a project centric CRM OS that speeds RFQ to quote to PO.

  • Pipeline setup and role based views
  • Quote automation and follow ups
  • Rep and manager dashboards
Representations in Mexico
Process Digitalization

Replace spreadsheets with internal apps and clear workflows using AppSheet and Power BI. No heavy custom code.

  • Approvals and task routing
  • Inventory and release programs
  • KPI standards and audit trails
Customer Portals and Automation

Give customers a clean window into quotes, orders, and documents. Automate status updates and next steps.

  • Quote approvals and status
  • Order history and documents
  • Alerts for changes and delays
Visit BRM Portal

Outcomes you can expect

2x+

Faster speed to quote with clean margins

>97%

Target OTIF support with release programs

90%+

Adoption on simplified role based views

Weekly

KPI cadence that drives decisions

Figures are typical targets used to guide design and reviews. Actual results may vary by context and scope.

Packages

Starter
30 to 45 day quick wins
  • BRM baseline with pipeline and quotes
  • Core dashboards for reps and managers
  • Customer portal lite

Best for teams starting a clean operating cadence.

Growth
90 day operating system
  • Automations and approvals
  • Release programs and OTIF tracking
  • Leadership scorecard and reviews

Best for scaling teams and binational execution.

Enterprise
Custom scope and integrations
  • ERP, inventory, and email integration
  • Advanced portals and audit trails
  • Change management and training

Best for complex fleets and multi site operations.

How we work

G - Groundwork

Map workflows and goals. Align KPIs and customer journey. Define owners and cadence.

R - Rollout

Stand up BRM, import data, configure views, and ship quick wins for quotes and portals.

O - Optimization

Automate follow ups, embed dashboards, integrate systems, and tune pipeline quality.

W - Win and Scale

Quarterly reviews, expansion modules, training, and leadership reporting.

FAQs

No. We connect to what you already run. The BRM approach makes your CRM and ERP usable for daily execution without adding tool sprawl.

Most teams see first wins in 30 to 45 days. We then iterate with integrations, portals, and advanced reporting as needed.

Industrial supply across energy, construction, mining, heavy equipment, transportation, and fabrication in both OEM and distribution environments.

Ready to install your growth system

If you want fewer tools, faster cycles, and clearer KPIs, we should talk.

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Availability for speaking, advisory, and implementation projects.