1
Record per customer, across every system
ERP — Zoho & Dynamics
Integrating marketing, sales and finance so leads do not die in a spreadsheet — and so you can finally see what a customer costs and what they are worth.
The short version
Marketing cannot optimise for revenue it never sees.
- Close the loop — lead source travels all the way through to the invoice.
- One version of a customer — not three records in three systems that disagree.
- Automate the handoffs — the places deals stall are almost always between systems.
How we run it
Four stages, in the order that pays back soonest
You will know which stage you are in, what is shipping this month, and what it is expected to move.
01
Audit & forecast
We look at what you already have, what your competitors are doing, and what ERP — Zoho and Dynamics can realistically move for you. You get that forecast before you commit to anything.
Week 1 – 202
Set up the measurement
Targets, tracking and the first month of work agreed in writing. We fix the measurement before spending anything, so the numbers mean something when we report them.
Week 2 – 403
Ship the work
An agreed amount of work every month, shown to you as it goes live rather than summarised afterwards. You always know what is in flight.
Month 1 onward04
Review and compound
One call a month against the forecast. Effort moves to whatever is proving itself — and we say so plainly when something is not working.
Monthly
What you get every month
Evidence, not a slide deck
A connected pipeline
Lead source visible from first click to paid invoice.
Automated handoffs
Stage changes, notifications and tasks that fire without anyone remembering.
Reporting
Cost per acquisition and customer value, from your own data.
Team training
So the system gets used rather than worked around.
Is this the right fit
We would rather tell you now than three months in
ERP — Zoho & Dynamics suits you if…
- Your leads, deals and invoices live in separate places.
- You cannot currently answer what a customer costs to acquire.
- Someone internally will own the system after we hand it over.
We will tell you to wait if…
- Your process is undefined. Automating chaos produces faster chaos.
- The team will not adopt it. A system nobody uses is worse than a spreadsheet.
- You are mid-restructure. Wait until the process settles.
Questions
The ones we actually get asked
Zoho for most small and mid-sized businesses here — far cheaper and quick to implement. Dynamics where you are already in the Microsoft stack or have genuinely complex finance needs.
Four to eight weeks for a typical setup, longer with heavy data migration. Cleaning existing data is usually the slow part.
Only if it makes their day easier, which is why we spend time on the workflow before the configuration — and why training is part of the project, not an extra.
Free, no obligation
A proposal in 24 hours
Tell us where you are and what you want to move. You get a plan with numbers attached, yours to keep either way.
Related services
What usually runs alongside it
Build & AutomateAI WhatsApp Chatbot
Automated qualification and support on the channel the Gulf actually uses.
Learn more ›Paid Media & PerformanceAccount-Based MarketingNamed-account targeting for B2B teams with long, considered sales cycles.
Learn more ›Build & AutomateIT SolutionsHosting, security, email deliverability and the infrastructure nobody notices until it breaks.
Learn more ›