Case study - sales & warehouse ERP

From quote to delivery: one system.

For Echo Poster we connected sales and operations in one ERP: presentations, quotes, digital signatures, campaigns and warehouse.

echoposter.com Live Site
5 in 1Presentation, quote, signature, campaign and warehouse - silos before, one ERP today.
Project screenshot: Echo Poster
01 - The client

Out-of-home advertising with many moving parts.

Echo Poster sells out-of-home campaigns backed by physical inventory, teams and tight schedules. Sales and operations previously lived in separate tools.

02 - The challenge

The chain broke between deal and delivery.

Quotes were built by hand, signatures chased by email, the warehouse tracked separately. Every handover cost time - and nobody saw the whole picture at a glance.

The solution

Quotes straight from the CRM

A guided workflow uses approved CRM data to create presentations and quotes. Product and pricing information stays synchronised, while variants and signing remain part of one end-to-end process.

Sales
CRM synchronisationQuote workflowVariants

Digital signature, cleanly documented

Customers sign digitally. Approved quotes then move into campaign planning through a controlled process.

Closing
E-signatureDocumentationCampaign process

Warehouse with barcodes and a scan station

Issue, return and stock are recorded digitally. A traceable movement history keeps the team aligned on current inventory.

Warehouse
BarcodeDigital captureInventory history

AI in the right places

AI supports selected low-risk tasks such as translation and research. Domain decisions and approvals remain with the team.

AI building blocks
TranslationResearchHuman approval

The result

Synchronised
Product and pricing information is updated regularly from the CRM.
Modular
Sales, campaigns and warehouse work together in one admin.
In operation
The ERP supports daily sales and operational workflows.

Sales full of media breaks? We know. We fix it.

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