How it works

Plug and play.
Not rip and replace.

Vailent reads live from your ERP, your CRM, your email, your pricing feeds. Setup takes hours. Modules go live one at a time. Your team adopts at the pace they can absorb.

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Typical timeline

From kickoff to live
in 1–6 weeks.

WEEK 1

Connect

ERP, CRM, email, pricing sources. SSO setup. Tenant provisioned.

WEEKS 2–3

Configure

Pricing rules, approval flows, customer tiers — modeled in Canopy.

WEEK 4

Pilot

5–10 sellers run live deals on Pipeline. Iterate based on feedback.

WEEKS 5–6

Rollout

Org-wide enablement. Modules go live one at a time, not all at once.

Three principles

How we built
for the materials industry.

Read your ERP, don't replace it

We don't migrate orders. We don't own the customer master. Your ERP stays the source of truth; we read live and surface what matters.

Modules adopt independently

Start with TradePass for onboarding. Or Pipeline for sales. Or Catalog for compliance. Each delivers value alone — and compounds together.

AI augments, doesn't replace

The AI drafts, extracts, recommends. Your sellers approve every outbound action. Auto-actions are opt-in per workflow.

Plug and play.Not rip and replace.

From kickoff to livein 1–6 weeks.