Connect the operating picture

CRM and ERP visibility that leads to action

Your ERP may know what shipped while your CRM knows who called. When neither tells the whole story, leadership waits for answers and reps miss context. We reconcile the operating picture and fix the ownership, workflow and reporting gaps behind it—not replace systems for novelty.

Request a Revenue Review

Signs this is costing you

Different versions of the customer

Names, locations and account owners disagree across systems.

Reporting depends on one person

A recurring management question becomes another manual reporting chore.

Activity is disconnected from orders

Calls and opportunities cannot be related reliably to purchasing behavior.

Integrations promise too much

A large technology project delays the practical decisions your team needs now.

A usable view, with a workflow behind it

01
We clarify the decisions leadership and account owners need to make and coordinate limited, authorized access.
02
We reconcile customer identity, quote ownership and relevant activity, documenting gaps rather than hiding them.
03
We build the agreed views and operating tasks, then test them against source records and real handoffs.
04
We establish a feasible refresh and exception-review cadence so the information stays useful.

Prophet 21 and Epicor are examples of systems industrial businesses may use. RevAnvil claims no vendor affiliation, certification or prebuilt connector. Access and integration feasibility are assessed for each engagement.

What we take ownership of

Align records: Customer, location and owner relationships with traceable matching decisions.
Fix handoffs: Practical CRM ownership, stage definitions and next-action workflows.
Maintain visibility: A scoped refresh cadence, exception handling and clear metric definitions.

What we build and manage

Focused account, quote and pipeline views
Documented definitions and source limitations
Implemented ownership and next-action improvements
A feasible monitoring and maintenance plan

Scope & safeguards

— ERP modifications, custom connectors and platform licenses are assessed and separately scoped.
— Access is never assumed. Some integration work needs your vendor or an appropriate specialist.

How we work

One partner. From diagnosis to ongoing improvement.

01
Discover
A short conversation about your business, bottlenecks and priorities. We identify where to start.
02
Coordinate
We work with your appointed admin or IT contact to arrange explicitly authorized, limited access. Read-only where appropriate.
03
Build & test
We analyze, prioritize and implement the agreed changes, test the handoffs and report what actually changed.
04
Monitor & adapt
Within the agreed engagement, we review outcomes, fix exceptions and refine the system as your business changes.

Common questions

Do you work with Prophet 21 or Epicor?

We assess revenue workflows around the systems you use, including businesses using Prophet 21 or Epicor. We do not claim a certified partnership or an existing connector. Supported access, permissions and technical feasibility determine the scope.

Does our team have to build the reporting?

No. RevAnvil owns the agreed analysis, views and workflow changes. Your appointed contact helps authorize access and validate business context, rather than taking on a reporting project.

What if the data is inconsistent?

We identify what can be trusted, reconcile what is practical and document what needs correction. We do not present incomplete matches as precise attribution or promise that every process can be automated.

Talk to a revenue partner

Tell us where revenue slows down. We will discuss the priority, the scope and what we can take off your plate.