Challenge
Commission data moved between the financial systems and the CRM through a manual process: slow, error-prone, and dependent on a handful of people who knew the steps.
What Lanshore did
We built an automated integration for commission data between the financial systems and the CRM, with validation on every transfer.
Result
Manual transfer process eliminated
Validated data flow between finance and CRM
Key-person dependency removed
Stack used
- SPM/CRM integration
- Data validation
Related: How we deliver AI Assisted SPM