Use cases

What people actually use Coheed for

Every use case below runs in the platform today, combining data from at least two of your systems. Each one starts as an insight and can be promoted to an agent. See the four maturity levels they build on, or book a discovery call.

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Customer

Predictive Customer Lifetime Value

Score churn risk and future value per account by combining CRM engagement decline with ERP order frequency and value trends.

  • HubSpot (CRM)
  • Exact (ERP)

Runs: Daily at 8am

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Revenue

Lead-to-Quote Readiness

Surface correct ERP pricing, live stock, discounts, and customer agreements on every new CRM lead so sales can quote immediately.

  • HubSpot (CRM)
  • Exact (ERP)

Runs: On every CRM lead event

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Operations

Order Exception Monitoring

Catch stock gaps, unrealistic delivery dates, pricing errors, and missed agreements after the order, before the customer notices.

  • Exact (ERP)
  • HubSpot (CRM)
  • Dynamics 365 SCM

Runs: Real-time, on order event

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Revenue

True Cost-to-Serve per Customer

Combine ERP margin, CRM service workload, and SCM exception handling to find high-revenue customers who are quietly unprofitable.

  • Exact (ERP)
  • HubSpot (CRM)
  • Dynamics 365 SCM

Runs: Daily at 7am

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Operations

Dynamic Inventory Optimization

Link CRM pipeline demand to SCM and ERP planning to forecast inventory gaps up to three months ahead.

  • HubSpot (CRM)
  • Dynamics 365 SCM
  • Exact (ERP)

Runs: Every 6 hours

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Supply Chain

Early Supply Chain Risk Detection

Correlate disruption signals with open SCM and ERP orders and propose alternatives before a delay reaches the customer.

  • Dynamics 365 SCM
  • Exact (ERP)

Runs: Daily at 6am

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Revenue

Behavior-Based Cashflow Forecasting

Forecast real payment dates from ERP invoice data plus each customer's actual payment behaviour, not their agreed terms.

  • Exact (ERP)
  • HubSpot (CRM)

Runs: Daily

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Customer

Hyper-Personalized Cross-Selling

Trigger replacement-part and upsell campaigns in CRM when ERP and SCM lifecycle events approach end-of-life milestones.

  • HubSpot (CRM)
  • Exact (ERP)
  • Dynamics 365 SCM

Runs: Weekly on Tuesday

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Don't see your problem here?

These are the use cases we run today, not a fixed list. Tell us the question you can't answer across your systems and we will show you how it would work.

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