Automated Workflows with ERP Unified CRM

Goal:

Workflow automation triggered contracts and project initiation instantly after invoice logging, streamlining operations and accelerating client onboarding. for a mid-sized B2B services firm (42 employees).

Challenge:

A mid-sized B2B services firm with 42 employees found its growth stalled by fragmented systems and manual administrative processes. Key issues included:

• Data Chaos: Critical lead and project data was manually moved between CRM, accounting, and project management tools, leading to errors.

• Wasted Leadership Time: The leadership team spent a staggering 18 hours every week simply reconciling inaccurate data.

• Client Onboarding Delays: Inaccurate invoicing and manual handoffs caused client projects to be delayed by up to three days.

Solution – GSD Intelligent Systems:

• Unified Data Source: Automated API integration made CRM the single source of truth

• Workflow Automation: Triggered contracts and project initiation instantly after invoice logging

• Focus Flip: Freed leadership from admin tasks to focus on client strategy and brand growth

Results:

• 90% Reduction in Admin Time: 18 hours/week eliminated

• 3X Increase in Billable Capacity: Team redirected to revenue-generating work

• Zero-Day Onboarding: Projects start same day contracts are signed

• Stronger Brand: Consistent, system-driven client communication

Key Insight:

The firm's leadership realized that adding more apps to patch symptoms was a dead end. Sustainable growth required solving the root problem with an integrated, automated blueprint. This shift moved the team from administrative firefighting to high-value client strategy and brand growth.