AI-powered go-to-market orchestration

Make marketing accountable to ERPNext revenue

Midocean GTM Engine connects campaign capture, lead qualification, assisted follow-up, quotations, deal outcomes, and revenue reporting around ERPNext. It gives marketing and sales teams one governed operating flow instead of another disconnected campaign dashboard.

A measurable six-stage revenue loop

  • Attract: preserve source, campaign, creative, and landing-page context from paid and organic acquisition.
  • Capture: create governed ERPNext leads with consent, ownership, duplicate handling, and enrichment rules.
  • Qualify: apply explainable scoring and human-reviewed priority signals instead of opaque AI decisions.
  • Engage: coordinate approved email and WhatsApp follow-up while keeping activity history with the record.
  • Convert: move qualified demand through opportunity, quotation, and deal stages with accountable next actions.
  • Learn: connect campaign and cohort performance to quotation and revenue outcomes inside ERPNext reporting.

Technical and governance scope

  • ERPNext v15 is the current solution baseline; newer releases and Frappe Cloud plans are validated per deployment.
  • WhatsApp execution requires an approved provider, suitable templates, and the customer’s own compliant account.
  • AI assists with classification, summarization, recommended actions, and drafting while teams retain review and approval control.
  • Tracking, attribution, and automation are configured to match the customer’s consent model, channels, data quality, and sales process.

Related ERPNext resources