Prepared for
Technology companies · ERP & Enterprise TechB2B Growth and AI for ERP & Enterprise Tech Partners
More qualified ERP projects, fewer stalled deals.
Your pipeline at a glance, every morning
The numbers and workflow statuses I'd set up for an ERP partner or implementer, in one view. Illustrative only: a fictional pipeline with sample data.
Project bookings
Monthly, last 12 monthsAutomations
- Outgrown-software signals62 companies matching your fit criteria Running
- Personalised outbound drafts28 emails waiting for your approval Needs approval
- Vendor deal registration9 deals registered with the vendor Running
- Demo follow-up packs14 recaps sent within 24 hours Running
- Proposal & scope drafts3 scopes ready for your review Needs approval
- Upsell & renewal signals6 clients ready for new modules Running
Pipeline by practice
Share of open pipeline, last 90 daysAutomation at work
Last 30 daysERP partners and implementers already run a CRM, a project and timesheet tool, the vendor's partner portal and a library of demo scripts and proposals. The missing workflow sits between them: spotting companies outgrowing their accounting software, following up after demos, registering deals with the vendor on time and turning discovery workshops into scoped proposals. I help you sharpen your vertical focus, build pipeline with vendors and on your own, and set up AI for the research and drafting, with your team approving every proposal and message.
How much time could automation give back?
Enter your own numbers: repetitive tasks like enquiries, bookings, documents, orders and reports. Nothing is sent anywhere.
Planning assumptions
Planning assumptions only, not a promise. A person still approves anything important.Every use case, in one checklist
For ERP and enterprise software partners, resellers and implementers. Tick what fits your business, then send me your list and I'll tell you where to start.
Questions I get asked
Something else on your mind? Ask me on a short call.
Will this work with the CRM and tools we already use?
Yes. I build on your current stack, for example Dynamics 365 Sales, Salesforce or HubSpot for CRM, plus your project and timesheet tools and the vendor partner portal where it allows. Workflows use the integrations those tools already offer, so your team keeps working in familiar screens and nothing needs replacing.
Can you help us depend less on vendor-sourced leads?
Yes. Vendor leads are useful but uneven, and other partners often see the same ones. I help you define the companies you implement best, find those showing signs of outgrowing their current system and reach them directly, while keeping your vendor relationship strong through timely deal registration and pipeline updates.
Will AI write scopes or estimates that we have to stand behind?
Only as drafts. Proposals, scopes and estimates are drafted for approval from your templates, rate cards and past projects. Your solution architects and delivery leads check every requirement, assumption and number before a client sees it. AI saves time on the first version, and your team stays accountable for what is promised.
How do you handle client and prospect data?
Each workflow gets access only to the systems and fields it needs, through your own accounts and permissions. Client data stays in your tools and is not used to train public models. We agree data protection rules before building, including GDPR, regional requirements and anything in your vendor partner agreement, and document what each workflow can read and change.
Do you work with ERP partners in the GCC?
Yes. I spent four years on the ground in Dubai, where many companies across the UAE, Saudi Arabia, Qatar and Oman are moving off spreadsheets and entry-level accounting tools. I can help with partner mapping, localised positioning, Arabic and English outreach and events, as well as the AI workflows behind them.
Do I need to be technical?
No. Your consultants are technical about the platform, but nobody needs to build the automations. I handle the connections, setup and testing, and show your sales and delivery teams how each workflow behaves and how to adjust it. What matters most is someone who knows how you sell and scope projects.
How long does it take, and what does it cost?
It depends on your tools, the size of your practice and which use cases you start with. A first workflow or a focused positioning and pipeline sprint usually takes weeks rather than months. A short call is enough for me to give you a clear scope, timeline and price for the first step.
Want to see these workflows in your business?
Free 15-minute call · I'll point out your quickest win · No obligation
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