Current challenges
02 / 09
Apex is moving from a traditional, paper-based operation to a modern, data-driven wholesaler. We will replace fragmented legacy systems with a Single Source of Truth to drive sales adoption and operational clarity.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Apex a customer lifecycle that scales.
Current operations rely on a legacy ERP acting as a proxy CRM, creating significant visibility gaps and manual friction. This implementation prioritises user adoption for 20 sales reps whilst establishing a clean, scalable data architecture.
By aligning Sales Hub Professional with your existing Microsoft-centric infrastructure, we create a high-adoption environment. This foundation enables future AI-driven insights and real-time connectivity across the global Boofab group portfolio.
Data
CriticalWhat's happening
Account managers cannot easily identify cross-sell opportunities or track high-value orders worth £50k+ across different sites.
Business impact
Customer information is siloed across four locations and legacy databases, preventing a unified view of the 1,600 active accounts.
Tooling
HighWhat's happening
Sales teams lack the tools for proactive relationship management, leading to reactive selling and missed expansion opportunities.
Business impact
The business relies on a green-screen ERP as a CRM proxy, stifling modern sales behaviours and data accessibility.
Process
HighWhat's happening
Valuable sales time is spent on administrative tasks rather than high-value distributor relationship building.
Business impact
High-volume, high-value wholesaling is managed through manual processes, increasing the risk of human error and slowing deal velocity.
Revenue
HighWhat's happening
Inaccurate forecasting leads to inventory misalignment and unpredictable cash flow management across the super-site warehouse.
Business impact
Leadership lacks real-time visibility into the pipeline, making commercial decision-making dependent on anecdotal evidence.
