The challenge
After getting a CRM or ERP live, many businesses hit a wall:
- Sales, finance, and operations all work in separate systems.
- Reports take hours or days to compile manually.
- Decisions are made on stale data, not real-time insight.
- Systems grow stale — no ongoing improvements after go-live.
The result? Leaders don’t trust the data, teams waste time re-entering information, and the investment never pays off.
The Rousora Solution
Accelerate bridges the gap between basic setup and true business-wide intelligence. With this package, Rousora:
- Connects Systems → Your CRM/ERP flows seamlessly with finance, inventory, reporting, and other tools.
- Builds Dashboards → Tailored dashboards give leaders and teams instant visibility.
- Automates Cross-Department Tasks → From sales-to-finance handovers to operational reporting.
- Provides Ongoing Improvements → Regular reviews and optimisations so your system evolves with you.
Accelerate turns your CRM/ERP into a central nervous system for your business.
Detailed deliverables :
System Audit & Integration Plan
- Current system state documented.
- Integration priorities identified (sales-finance, CRM-ERP, reporting).
- Data flow diagrams produced.
Up to 5 Core Integrations
- Examples: CRM → Finance (invoices), ERP → Inventory, CRM → Marketing, ERP → Ops tools, Accounting → Reporting.
- Mix of native connectors, APIs, or middleware .
Custom Dashboards
- Sales pipeline dashboard (conversion, pipeline velocity).
- Finance dashboard (invoices, receivables, revenue).
- Operations dashboard (orders, stock, delivery).
- Leadership “cockpit” view with KPIs across all functions.
Automation Enhancements
- Sales handoff to finance (quote → invoice → payment).
- Ops workflows (low-stock triggers, automated purchase requests).
- Reporting automations (scheduled reports, email summaries).
Training & Documentation
- End-user training on dashboards.
- Admin training on integration monitoring.
- Documentation pack with data flows and dashboards explained.
Ongoing Improvements
- Monthly or quarterly review sessions.
- Continuous system optimisations.
- Small feature rollouts and adjustments.
Dedicated Support
- Helpdesk, email/chat access.
- Escalation procedures defined.
Typical timeline (what to expect) :
Audit & integration plan.
We review your current CRM/ERP setup, map out how each department’s systems interact, and create a practical integration roadmap.
Configure integrations + first dashboards.
We connect your CRM/ERP with finance, ops, and reporting tools, then build initial dashboards to test data flows.
Automations and testing.
Key cross-department workflows are automated (e.g., sales → finance handoff), and we run tests to ensure data syncs correctly.
Training & handover.
We train your team to use dashboards and monitor integrations, then provide documentation for long-term success.
Ongoing improvements & support window.
Timelines vary based on number of systems and data complexity. *
Key Benefits :
(how we measure success)
Acceptance criteria & KPIs
- At least 80% of key data syncs pass testing.
- Dashboards show live data without manual intervention.
- Automations reduce manual effort in at least 2 workflows.
- Teams trained and able to self-serve reports.
- Leadership confirms decision-making speed improved.
Who This Is For
- Businesses that already have a CRM/ERP live and want more than just the basics.
- Teams frustrated by duplicate data, silos, or manual reporting.
- Leaders who need real-time insight across functions.
(What We Need from You)
Prerequisites
- Admin-level access to all systems to be integrated.
- Sample data for validation.
- Primary contact per department (sales, finance, ops).
- Timely test feedback (within 3 business days).
Brief answers to your questions
What’s included vs excluded
- Up to 5 integrations.
- 3–4 dashboards.
- Automation enhancements.
- Training sessions.
- Documentation.
- Ongoing improvements (within agreed scope).
Excluded(quoted separately):
- Complex custom development.
- Advanced AI implementations (handled under AI Customer Service).
- Data cleansing/migration projects.
- Paid licenses for third-party connectors.