Case study • Revenue operations • United Kingdom

Revenue Operations Automation and Legacy CRM Migration

Moving a growing organisation off a CRM it had outgrown, and automating billing, attendance and settlement so cash comes in the same day.

In short: a growing organisation had outgrown its CRM, leaving data in silos, manual reconciliation and slow billing. CB Tech Consulting migrated the legacy CRM logic to a scalable backend, built a custom e-commerce backend and automated attendance, reconciliation and settlement. Billing and settlement went from five days to same-day, manual attendance data entry was eliminated and annual operating costs fell by around £4,000.

The challenge

A growing organisation reached the technical and operational limits of its CRM. The result was data silos, manual reconciliation and delayed billing cycles.

The commercial impact included less predictable cash flow, higher operational overhead and limits on further growth.

CB Tech Consulting was engaged under a defined Statement of Work to design and deliver a scalable backend that removed these limits.

What we delivered

CB Tech Consulting led a revenue operations automation and CRM migration programme. The scope included:

Migration of legacy CRM logic into a scalable backend architecture
Design and delivery of a custom e-commerce backend
API-level synchronisation of ticket sales and attendance data into the CRM
Automation of member attendance, reconciliation and settlement logic

Results

The solution was delivered as a self-sustaining capability with no ongoing consultancy dependency. Reported outcomes:

Billing and settlement cut from five days to same-day
Manual attendance data entry eliminated
Less reconciliation effort and lower operational overhead
Around £4,000 a year in operational cost savings

Risk and control

Automated data synchronisation that removes reconciliation errors
Revenue logic separated from the limits of the CRM platform
Clean handover with no requirement for ongoing operational involvement

Technologies and skills used

CRM migration, backend architecture, custom e-commerce, API integration and automated reconciliation. This is the same kind of systems integration CB Tech delivers through a Systems Build when a trade or service business has outgrown its spreadsheets or software.