Challenge
Which customers are actually profitable, not just high-revenue?
In Coheed
The True Cost-to-Serve insight combines ERP margin, CRM service workload, and SCM exception handling to surface high-revenue customers that quietly lose money.
Maturity level 3
Insights: chain-wide intelligence, not single-tool reports
Your CRM shows pipeline, your ERP shows margin, your SCM shows stock — but the value is in combining them. Coheed generates insights from your full lead-to-cash and supply process so you can see true customer value, hidden bottlenecks, and what's coming next.
- Inventory vs pipeline signals
- Order-process bottlenecks
- True customer value analysis
Problems we solve, with examples
The cross-process questions SMBs want answered, and the insight Coheed already produces.
Challenge
Will we have stock for the demand in our pipeline?
In Coheed
Dynamic Inventory Optimization links CRM pipeline demand to SCM and ERP planning to forecast inventory gaps up to three months ahead.
Challenge
When will customers actually pay us?
In Coheed
Behavior-Based Cashflow Forecasting predicts real payment dates from ERP invoices plus CRM historical payment behavior, for stronger liquidity planning.
Challenge
Which accounts are about to churn?
In Coheed
Predictive Customer Lifetime Value combines declining CRM engagement with ERP order-frequency trends to flag churn risk and future value per account.
What this looks like in the platform
What's already running in the Coheed platform for insights:
A library of cross-system insights
Eight live insights spanning customer, revenue, operations, and supply chain — CLV, cost-to-serve, inventory vs sales, supply-chain risk, cross-sell, cashflow, order exceptions, and lead-to-quote readiness.
Scheduled or event-driven
Insights run on a schedule, like daily or every 6 hours, or trigger on events like a new CRM lead or an order being placed.
Grounded in your real systems
Each insight names the systems it draws from — HubSpot, Exact, Dynamics 365 SCM — so results are explainable.
A path to action
Insights feed directly into agents, so a finding like churn risk or a lead-to-quote opportunity can become an automated action.
These are live capabilities in the Coheed product, not a roadmap.
Enter PlatformFAQ
Frequently asked questions
How are Coheed insights different from my BI dashboard?
Most dashboards report one system at a time. Coheed insights are inherently cross-system — they combine CRM, ERP, and SCM data to answer questions no single tool can.
Do insights update automatically?
Yes — each runs on its own schedule or triggers on operational events such as a new lead or a placed order.
Can I see which data an insight uses?
Every insight lists its source systems and the workflow it covers, so results stay explainable and auditable.
What happens after an insight surfaces something?
You can act on it directly or turn it into an agent that executes the next step, like preparing a retention offer or a quote.
Explore the other maturity levels
Data Integration
Synchronize ERP, CRM, and SCM data flows so every team has the records they need.
Data Quality
Detect duplicates, mismatches, and inconsistencies before they impact operations.
Agents
Execute improvements automatically or with human-in-the-loop approval.
See it on your own systems
Tell us your ERP, CRM, and SCM stack and we will show the fastest path to value.