How Workplace Integrators stopped flying blind — and gave sales, finance, and leadership one source of truth
Airekka built a rules-based integration connecting Workplace Integrators' CRM to SAP so teams could finally relate pipeline in the CRM to actual SAP data — delivering role-based dashboards so sales, finance, and leadership shared one source of truth.
The setup
Workplace Integrators was running sales in the CRM and operations/finance reality in SAP. Nobody could reliably see what was in the CRM and relate it to the actual SAP data — there were no trustworthy numbers and no clear status. Pipeline lived in one system; fulfillment and financial truth lived in another.
The frustration
“The most frustrating part was that we were paying for leads and paying for reps, and deals were still dying in the gap between them — and nobody could tell me which ones or why until the quarter was already lost.”
The shift
We built a rules-based integration layer — programmed data pipelines connecting the CRM to SAP (with accounting and operations views on top) — so every stakeholder could see the same numbers and status.
The transformation
“I'd tell a peer: the follow-up and the reporting just happen — my team spends their time acting on the numbers instead of assembling them, and I can answer 'how's pipeline' in real time instead of at month-end.”
The ROI
“Nothing falls through the cracks anymore — every lead gets worked, every stall gets flagged, and I found out we'd been leaving six figures on the table without knowing it.”
By stakeholder
Sales
Pipeline in the CRM finally relates to SAP reality — deals and status stop living in two disconnected worlds.
Accounting
Budget and AR stop living in two-day spreadsheet builds against opaque SAP extracts. Numbers stay current as the business moves.
CFO / Owner / GM
One answer to “where are we?” — CRM and SAP no longer tell different stories.
What changed
- CRM pipeline could finally be related to actual SAP data — numbers and status in one place
- Month-end reporting time reduced from days of spreadsheet reconciliation to automatic views
- Leadership stopped requesting manual status reports — the dashboard became the single source of truth
The spreadsheet trap they left behind
“Every number leadership asked for meant someone spending two days in spreadsheets, and by the time we had the answer, it was already out of date.”
Ready to change your story?
Tell us what your team is stuck doing manually.
Change your story