Case Study: Synthetic Thatch Roof Manufacturer achieves real-time pipeline visibility and major time savings with Spiro

Spiro Provides Visibility, Automation, And Process For Sales Teams

Roof Manufacturer, the maker of long‑lasting synthetic thatch roofs, had relied on NetSuite for six years as both ERP and CRM but found NetSuite’s CRM archaic, inflexible, and lacking visibility. The sales team spent excessive time on manual reporting and data entry, and leaders had no real-time insight into pipeline or rep activity — so they evaluated and selected Spiro’s proactive relationship management platform to modernize sales and integrate with NetSuite ERP.

Spiro implemented a proactive relationship management solution with a native NetSuite ERP integration, automating data capture, reporting, proposal/estimate generation, and two‑way sync of orders and account activity. As a result, Roof Manufacturer gained real-time pipeline visibility, improved rep accountability, major time savings, and the ability to make quick field edits — delivering measurable ROI by eliminating the need to hire an in‑house CRM administrator and saving time, money, and frustration.