An IT system house with a large, investor‑controlled sales organization needed to improve how sales teams accessed critical customer information. In addition to driving revenue, sales staff were responsible for ensuring timely customer payments and were expected to have a clear understanding of each customer’s current IT service status. Previously, the IT manager manually shared updates on service tickets and outstanding invoices, which was time‑consuming and inefficient. To streamline this process, the company introduced an automated data consolidation solution. Using a low‑code platform, a dedicated app was developed that unified sales, service, and billing data, giving account managers rapid, up‑to‑date insights. This improved efficiency, strengthened customer interactions, and reduced

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