Problem
Billing events and CRM opportunity stages diverged across systems, causing missed expansion signals and low confidence in weekly forecast reporting.
Case Study
Fintech CRM + billing sync
Custom CRM development and ETL/ELT integration that improved forecast trust and unified revenue reporting for a financial services team.
Approach
Built a canonical revenue event model, implemented near-real-time CRM updates, and added warehouse reconciliation jobs with exception dashboards.
Stack
Custom CRM modules, API gateway, event bus, Snowflake, billing platform, and executive reporting layer.
Timeline
12 weeks total: discovery (2), architecture and model design (2), build and testing (6), launch and optimization (2).
Results
- Forecast accuracy improved from 71% to 93%.
- Manual reconciliation time reduced by 58%.
- Revenue exception detection improved with same-day alerts.
Client Quote
"The new integration architecture gave our leadership team one version of the truth for pipeline and billing."
Director of Revenue Operations, Fintech