The challenge
Open sales enquiries and upcoming renewals lived in the ERP database with no reporting layer over them, so follow-ups depended on whoever happened to remember.
What we built
Scheduled jobs now query the task tables directly, produce a formatted workbook of active sales tasks - company, item, owner, next follow-up date and order value - and email it to management, with renewals tracked on their own separate cycle so they surface before the expiry date rather than after it. Nothing waits on someone's memory.
The result
Before: depended on memory. Now: nothing waits on memory.