How a Multi-Million Dollar Manufacturing Company Recover ~18% weekly capacity and over 1,000 hour yearly back eliminate costly cross-department data errors.
Find out how this company stopped losing time and money by using the Centralized Data Hub system by Fruition RevOps to automate workflows, sync inventory with finance, and streamline the entire customer journey.
About Our Client
This international electronics manufacturer is a fast-growth success story. From its early days running operations in Excel to scaling past $100M in revenue, the company has built a reputation for innovation, efficiency, and collaboration across teams in the US, China, and India.
Industry
Manufacturing / Technology
Company Size
~125 employees
Location
United States, China, India
Fruition RevOps Services
SAE Blueprint, Two QDFs, Centralized Data Hub (CDHS), including RevOps Growth Architecture
Use Case
Unify global data flow across sales, finance, production, and logistics
Global Manufacturing Operations, Reinvented
The company started lean. With just 50 employees, they managed order tracking, vendor purchases, and scheduling using Excel. That system worked in the beginning, but as the team grew to 120 employees and scaled past $100M in revenue, spreadsheets quickly became a liability.
The first attempt at modernization was implementing HubSpot. This helped a little, and did give the sales team better visibility into deals and customer relationships. But HubSpot is not designed for inventory management, so sales engineers and operations managers tried bending it to fit. Eventually, they ended up right back in Excel, where each sheet was bursting at the seams.
The challenge was clear. The company couldn’t continue relying on scattered spreadsheets and disconnected systems. Eventually, they reached out to Fruition RevOps for help.
Diagnosing the Problem
Our experts began by listening. Through interviews with department heads and stakeholders across sales, finance, production, and logistics, it became clear that the challenge wasn’t a lack of software. The company already had HubSpot, NetSuite, and CIN7 in place. However, none of these systems talked to each other.
Rather than recommending another all-in-one platform, Fruition designed a custom solution around the existing tools. The answer was the Centralized Data Hub System (CDHsystem), a backbone platform that connects disparate applications into one continuous flow of information.
With the CDHsystem, each team could keep using the systems that worked best for them. Sales stayed in HubSpot, finance continued in NetSuite, production managed assemblies in CIN7, and project teams used Monday.com. Logistics stayed in its specialized platforms. Behind the scenes, the CDHsystem managed all the integrations, APIs, and webhooks so that data flowed cleanly between them.
At the front end, HubSpot became the operational command center, surfacing real-time updates from every department. For the first time, the company could see the entire customer journey, from quote to production to delivery, without losing time, duplicating work, or leaking revenue.
Data Centralization
Designing the right solution meant more than just plugging systems together. Fruition RevOps started by working with employees across departments and regions. Sales engineers, finance teams, production managers, and logistics coordinators all described how information moved (or failed to move) through their workflows.
From these insights, we built the SAE Blueprint, a complete map of the company’s end-to-end data flow. This framework documented every key touchpoint in the customer journey, from the first RFQ to final delivery, and revealed exactly where revenue leaks and inefficiencies occurred.
With the Blueprint in place, Fruition worked with leadership to align on priorities and budget. The goal wasn’t to replace the tools each team relied on, but to integrate them into a cohesive centralized data system.
To make this possible, Fruition developed a robust operational playbook. This playbook defined every variable, process, and data field across systems so that the CDHsystem could manage integrations cleanly.
The playbook also became an onboarding guide for new employees, ensuring that processes stayed reliable even as the company grew. Combined with the CDHsystem system, it transformed the company’s data flow from a patchwork of spreadsheets into a scalable, automated backbone for the entire business.
Key Features & Innovations
The CDHsystem didn’t just connect the company’s existing tools. It introduced new capabilities that standardized processes, reduced errors, and made the business more efficient. These were the innovations that turned scattered operations into a single, reliable system.
Every order was tied to a unique ID that followed it through sales, production, finance, and logistics. This eliminated duplicate records, reduced errors, and gave every team confidence that they were working from the same data.
Instead of manually naming and tracking parts, the CDHsystem generated SKUs and serial numbers automatically. This standardized production, made assemblies fully traceable, and freed teams from tedious data entry.
Workflows that once required multiple spreadsheets were now handled automatically. A sales order in HubSpot triggered updates in CIN7 for inventory, in NetSuite for invoicing, and in Monday.com for project management. Shipments logged in logistics systems flowed back into HubSpot so sales and service teams had real-time visibility.
The playbook developed during implementation became the guidebook for consistency. It defined how data should be entered, synced, and tracked, ensuring accuracy across departments and simplifying onboarding for new employees.
The Complete Data Flow
With the CDHsystem in place, the entire customer journey became a connected process. For the first time, the company could see its entire data flow in one place—accurate, automated, and connected.
Sales and Engineering
The process began in HubSpot, where customer and RFQ details were captured. Sales engineers used this data to design product specs and generate quotes. Instead of guessing at supplier availability, they now had a unified inventory view through CIN7, including in-house components and vendor stock. If a part wasn’t available, adjustments could be made before committing to the client.
Inventory and Production
Once approved, HubSpot generated a SKU that synced directly into CIN7. This created a unique product record tied to the sales order. CIN7 then produced manufacturing orders linked to the same ID, ensuring production teams were working with accurate, traceable information. Assemblies and serial numbers were tracked automatically, eliminating manual errors.
Finance and Invoicing
When deals were finalized, data flowed directly from HubSpot and CIN7 into NetSuite. Finance teams no longer had to re-enter customer or product details. Invoices and revenue recognition were handled automatically, with updates syncing back into HubSpot for visibility.
Project Management
As soon as finance confirmed initial payments, Monday.com boards were created automatically. Each board contained preloaded SKUs, serials, and timelines so design, production, and shipping teams could begin work immediately.
Logistics and Delivery
Shipping details were managed in Shipwell, with full SKU and order data synced to NetSuite and HubSpot. This gave both teams and customers real-time shipment tracking.
The Payoff
The company’s operations transformed from a tangle of spreadsheets into a connected, automated backbone.
35% Productivity Gains
By automating workflows and eliminating duplicate data entry, teams freed up valuable time to focus on higher-level work. What once took hours of manual reconciliation could now be handled instantly.
The CDHsystem ensured the business was built to scale, supporting expansion without adding unnecessary complexity or experiencing breakage.
With HubSpot at the center, every team had access to the same accurate, real-time information. Sales could see inventory levels, finance had current customer records, and operations tracked progress without chasing updates.
Teams in the US, China, and India worked from the same playbook. Slack notifications and integrated dashboards kept everyone aligned, no matter the time zone.
Clients experienced faster quotes, fewer delays, and accurate updates at every stage. From the first RFQ to delivery, the company could deliver with confidence. The result was a business no longer leaking revenue or drowning in inefficiency. Instead, the company had a future-proof system that unified its global workforce, strengthened customer relationships, and positioned it for continued growth.
Streamline, Scale, and Succeed With Fruition RevOps
With the CDHsystem and a proven playbook for success, Fruition makes it simple to eliminate inefficiencies, unify your data, and scale with confidence. Our team is ready to help you build a growth architecture that supports every stage of your customer journey.
