Boosting Efficiency in Retail: How Ātman Consultants Streamlined Data Management for Fiji’s Leading Retailers

Challenge

Vinod Patel and Home & Living, two of Fiji’s largest retail brands and clients of Ātman Consultants, faced significant challenges in maintaining an efficient and unified data ecosystem across their operations. With a nationwide presence and a diverse product range spanning over 15,000 items, the company needed to manage data across multiple systems (ERP, CRM (Pipedrive), marketing automation (Klaviyo), and logistics (Onfleet)); all while ensuring a smooth and consistent experience for both internal teams and customers.

The company required real-time, bi-directional synchronization of crucial customer, order, and delivery data across these platforms to avoid data silos, eliminate manual entry, and ensure seamless communication. The sales team needed up-to-date information about customer orders, inventory, and lead statuses directly within Pipedrive. At the same time, the marketing department needed to automate email campaigns based on ERP events like purchases and customer lifecycle stages. Furthermore, logistics operations needed to sync with ERP records to ensure timely delivery updates.

The goal was clear: centralize the customer journey, from initial lead to final delivery, and streamline operations across departments. This included:

• Reducing data duplication
• Improving data segmentation and customer tracking
• Enhancing overall communication

The challenge was to implement a solution that would automate these processes, improve efficiency, and remove the bottlenecks caused by manual interventions.

Solution

Ātman Consultants implemented Skyvia's no-code integration platform to build secure, scalable data pipelines that seamlessly connected the company's ERP system to Pipedrive, Klaviyo, and Onfleet. This solution enabled real-time and scheduled synchronization of customer, product, transaction, and delivery data across platforms, significantly reducing manual data entry and minimizing the risk of errors.

The team configured the integration to map ERP sales data, automatically creating and updating leads and deals in Pipedrive, ensuring the sales team had complete visibility into customer orders and related information without leaving the CRM. This streamlined the sales process and improved efficiency.

To enhance marketing efforts, ERP customer and order history were integrated with Klaviyo, enabling the automatic triggering of personalized email campaigns and post-purchase flows based on key events such as purchases or customer lifecycle stages. This integration also allowed dynamic segmentation in Klaviyo, using ERP data points like location, order value, and product category, improving targeting and customer engagement.

In addition, Skyvia's solution enabled the automation of delivery task creation in Onfleet, syncing ERP dispatch data with real-time delivery status updates. This ensured that logistics were aligned with customer orders, providing timely delivery notifications and updates, and improving customer satisfaction.

With centralized reporting across all systems, automated error handling, and seamless data flow, the solution improved communication, reduced manual coordination, and ensured a smoother customer journey from lead to delivery.

Results

The integration solution implemented by Ātman Consultants significantly streamlined operations by eliminating manual data entry between the ERP system and connected platforms, freeing up valuable time for the team to focus on higher-value tasks.

Sales teams saw a marked improvement in lead conversions as they gained real-time access to ERP-linked deal insights directly in Pipedrive, enabling them to respond more quickly to opportunities.

Customer retention and repeat purchases were boosted by targeted, timely email automation via Klaviyo, which was powered by real-time ERP data, ensuring personalized and relevant communication at every stage of the customer lifecycle.

The integration also made delivery scheduling and dispatch coordination much more efficient by automating task creation in Onfleet. This reduced delays and improved overall logistics operations.

Data synchronization across the platforms became highly reliable, reducing errors and enhancing interdepartmental collaboration and trust, enabling smoother operations and decision-making.

Customers enjoyed more timely updates, and as a result, fewer support follow-ups were needed for delivery or order-related queries, further improving customer satisfaction. The entire process was optimized, making the company more agile and responsive to customer needs.