Keep business owners' CRM company metrics updated weekly

Business owners see stale contract spend and transaction data in CRM, causing missed outreach and inaccurate weekly reports. Weekly aggregation refreshes CRM company records from the product database so account managers have current spend and dates.

Overview

Stale contract metrics in CRM lead to missed outreach and muddy weekly reporting. This workflow consolidates contract-level spend, rebates, and transaction dates into CRM company records each week so account managers start reviews with current metrics. The result is cleaner reporting, clearer handoffs, and zero missed follow-ups.

Notable Features

Aggregate contract metrics weekly
Update CRM company records
Notify account managers on changes