Derek Rose's B2B wholesale orders were siloed in a separate backend ERP, invisible to the sales team when they needed them. Multi-currency support was missing, and order history wasn't being captured in the CRM. Metawork built an automated sync that creates Pipedrive deals for every new ERP order, populates multi-currency pricing, and keeps first/last order dates up to date — giving the sales team complete, real-time order intelligence.
Challenges
B2B wholesale orders siloed in a separate backend app
Data not available to sales teams when needed
Multi-currency support was missing
Goals
Auto-generate Pipedrive deals for new orders registered in the backend
Implement multi-currency pricing support
Populate order dates like first and most recent order
Results
Orders automatically synced into Pipedrive
Multi-currency support for international retailers
Sales teams equipped with up-to-date order data
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