How a growing distribution company scaled operations with Axiever ERP/CRM
Client overview
Velocity supply solutions is a mid-sized B2B distribution and supply chain company headquartered in Chicago, Illinois, with regional offices in Dallas and Toronto.
With 145 employees across North America, the company supplies industrial equipment and components to over 600 manufacturing and construction customers across the Midwest, Southern US, and Canadian markets.
Founded in 2012, velocity had grown from a startup into a strong mid-market player but that growth exposed critical operational gaps. Systems that worked at 25 employees failed to scale to 145, eroding velocity’s competitive advantage against larger national distributors.
The problem: losing market share due to operational inefficiency
Before implementing Axiever’s ERP software and CRM solution, velocity faced increasing pressure from faster, more digitally mature competitors. Service quality declined, internal processes slowed, and customer retention became a growing concern.
Disconnected systems across three locations
Each office operated independently with fragmented systems. Customer data was duplicated or missing entirely. A customer calling the Dallas office had no visible history from Chicago, resulting in poor service and missed cross-selling opportunities.
Slow quote to order cycle
Sales representatives manually prepared quotes using outdated pricing sheets and inventory lists, then re-entered orders into accounting systems.
What should have taken 30 minutes often took over 3 hours. While competitors responded within hours, Velocity responded in days costing them deals.
Inaccurate inventory & unfulfilled promises
With inventory spread across multiple warehouses, there was no real time visibility. Sales teams routinely promised delivery dates that couldn’t be met. Inventory mismatches led to cancellations, expedited shipping costs, and damaged trust.
Weak sales pipeline management
Deals were tracked in shared spreadsheets, leading to lost opportunities, duplicate outreach, and unreliable revenue forecasting. Leadership lacked visibility into deal risk and customer value.
Compliance & reporting headaches
Operating across the US and Canada introduced tax, currency, and regulatory complexity. Month end close took more than five days and required constant manual reconciliation.
Limited customer insights
There was no clear view of customer profitability, buying patterns, or churn risk. Account managers relied on memory instead of data, missing upsell and retention opportunities.
Solution: Implementing Axiever ERP/CRM across North America
After evaluating multiple enterprise platforms, Velocity selected Axiever for its ability to unify ERP and CRM into a single, scalable system without enterprise level complexity.
The rollout followed a phased implementation strategy:
- Chicago – 8 weeks
- Dallas – 6 weeks
- Toronto – 6 weeks
Each location stabilized before expansion, ensuring smooth adoption and minimal disruption.
How Axiever transformed operations
Unified customer view across all locations
Axiever created a single, shared customer database accessible across all offices providing full visibility into customer history, orders, pricing, and issues.
Real example: A customer issue raised in Dallas could be resolved instantly by the toronto office without transfers or delays.
Single source of truth for inventory & pricing
Real time inventory visibility across warehouses eliminated stock mismatches. Standardized pricing rules removed regional inconsistencies, while automatic stock allocation optimized fulfillment.
Sales pipeline management with deal visibility
Axiever’s sales pipeline tools enabled tracking from first contact through close. Leadership gained accurate forecasts and early visibility into at-risk deals.
Quote to order automation
Quotes were created directly inside Axiever using live pricing, inventory, and customer terms. Once approved, quotes converted to orders automatically.
Before Axiever:
Manual quote (3+ hours) → Email → Approval wait → Manual order entry → Accounting check
After Axiever:
Create quote (5 minutes) → Email → Auto-conversion → Warehouse routing → Done
Automated compliance & multi currency support
Built-in USD and CAD support eliminated manual currency conversion. Tax reporting and month end close became automated and error free.
Customer intelligence & profitability analysis
Dashboards revealed high margin customers, churn risks, and upsell opportunities allowing account managers to act proactively instead of reactively.
Customer testimonial
“We were at a crossroads. We had grown the company but hadn’t invested in the infrastructure to support that growth. Our sales team was losing deals because we couldn’t respond fast enough. Inventory issues were costing us customers.
Axiever changed that. Within weeks, our reps were quoting faster, our inventory was accurate, and we finally had one source of truth. But the real impact came when we started closing deals we would have lost before not because we lowered prices, but because we delivered faster and smarter.
The 26% revenue growth speaks for itself. Axiever allowed us to compete with much larger distributors on service quality and speed.”
— Michael Chen, CEO, velocity supply solutions
Why Axiever made the difference
- Purpose built for growing businesses – Enterprise power without enterprise complexity
- Integrated platform – ERP, CRM, and automation in one system
- User centric design – Fast adoption without heavy training
- Real business outcomes – Clear, measurable ROI