Sales says one number.
Finance says another.
When your CRM pipeline doesn't reconcile with financial reporting, every revenue conversation starts with “which number are we looking at?” The diagnostic maps exactly where the data breaks — and the roadmap fixes it.
Sound Familiar?
When CRM and finance don't agree.
CRM pipeline doesn't match what finance reports to the board
Revenue forecasting requires manual reconciliation between systems
Lead-to-cash workflow has gaps where data falls through
Sales and finance teams have different versions of the same number
CRM data is unreliable — duplicates, stale records, missing fields
The integration between CRM and ERP exists but nobody trusts the sync
What Changes
How the alignment work is structured.
Map the full lead-to-cash data flow across CRM, ERP, and financial management systems
Identify where pipeline data diverges from financial reporting — and why
Fix integration points between Salesforce/HubSpot and your ERP or accounting system
Clean up CRM data quality issues: duplicates, record hygiene, missing fields, stale pipelines
Build shared dashboards where sales and finance see the same revenue picture
Why This Is Different
CRM consultants fix CRM. Finance people fix the books. Neither one owns the integration layer between them. Blake works at the intersection — understanding both how the pipeline should flow and what finance actually needs to report on it accurately.
Frequently asked questions.
Which CRM platforms do you work with?
Salesforce and HubSpot are the primary CRM platforms. The alignment work also covers the integration layer — connecting CRM to your ERP (NetSuite, Business Central) and financial management tools (QuickBooks, Zoho, Xero) using tools like Workato or Boomi.
Is this a CRM implementation or a fix?
Usually a fix. Most SMBs already have a CRM — the problem is that it's not connected to finance, the data quality is poor, or the workflows don't reflect how the team actually sells. The diagnostic identifies whether the issue is configuration, process, or integration.
Can you fix this without replacing our CRM?
Almost always. CRM-to-finance alignment problems are rarely platform problems. They're configuration, process, and integration problems. The diagnostic determines exactly what needs to change — and it's rarely the platform itself.
Get sales and finance on the same page.
Start with a Systems Diagnostic that maps the full lead-to-cash data flow — and identifies exactly where the pipeline and the books diverge.