Case study
Close and SmartGlazier, kept in step every hour
A Cincinnati glass company now has a CRM that matches its quoting and production system every hour, with a dashboard that shows anything out of sync and why.
Value to the client
- Cost reduction
- 300hrs / yr
- of double entry between Close and SmartGlazier
- Our estimate
- Risk mitigation
- 0
- records left out of step without a flag on the dashboard
- By design
- Revenue growth
- 1 hr
- at most before a new SmartGlazier quote is in Close for sales to follow up
- By design
Our estimate assumes about 6 hours a week of re-entering leads, customers, and quote status between the two systems.
Managing Director
3 min read
At a glance
- Client
- Not named
- Location
- Cincinnati, Ohio
- Industry
- Glass and glazing
Connected both ways
SmartGlazierQuotes, work orders, and invoices
CloseLeads and the sales pipeline
Close matches SmartGlazier, every hour
- Full sync
- Hourly
- Every quote, work order, and invoice
- Drift allowed
- 0
- A run fails if anything is left out of step
- Leads and customers
- 2-way
- New and edited Leads reach SmartGlazier
- Record types checked
- 4
- Customers, jobs, quotes, and visits
Before
A CRM that drifted from the quote book
Open jobs were missing from Close, and stages lagged behind SmartGlazier.
Lost quotes sat open for weeks, and some Leads pointed at the wrong customer.
Each fix was a one-time backfill, and the drift came back the next day.
What we did
One hourly sync, and a dashboard that keeps it honest
Read everything
Every hour, every quote, work order, invoice, and customer is read from SmartGlazier.
Make Close match
Each job becomes an Opportunity, each revision a quote, and stages follow the work.
Both directions
A new or edited Lead in Close creates or updates the customer in SmartGlazier.
Check the work
Each run checks its own result. The dashboard shows what needs a person, and why.
What we built
Every record in sync, or explained
The master data dashboard shows how much of each record type agrees, what needs a link, and the reasons behind the rest.
10 records need a link to stay in sync
Review them- In sync
- 95.0%
- +1.0 pts vs 7 days ago
- Need a link
- 10
- Oldest: 2 days
- Sync errors
- 5
- Critical only
- Pending
- 20
- Next hourly run
| Type | In sync | Pending | Sync error | Needs link |
|---|---|---|---|---|
| Customers | 1,000 | 5 | 1 | 6 |
| Jobs | 800 | 10 | 2 | 2 |
| Quotes | 1,500 | 5 | 2 | 2 |
| Visits | 400 | 0 | 0 | 0 |
Top reasons
- No matching Lead in CloseCritical6
- Possible existing LeadCheck duplicate3
- Customer details differCritical3
- Quote owner not mappedAcknowledge2
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