A consumer and travel goods company needed to upgrade from an outdated CRM to support expansion and streamline operations.
🔍 Challenges:
- 📧 Outdated GoldMine CRM bases on email messages only
- Lack collaboration tools for external parties
- Manual follow-ups with no automation
- Lack of automated sales journey or activities or reminders
- 📉 Difficult to make KPI analysis for sales activities
- Centralised top down operation only
🛠 Solution:
- Automated lead nurturing and follow-up workflows
- Unified customer dashboard with full history and interactions
- Sales forecasting and evaluation tools based on real-time data
- 🤝 Sales and operation workflow collaboration tools
- Improved resource tracking across departments
📈 Results :
- A modern, scalable ERP system with end-to-end visibility and automation across their customer and operational workflows.
- ⏱ 60% faster lead-to-close cycle through automated follow-ups and real-time customer insights
- 🔗 Unified view of customer and inventory data reduced internal back-and-forth and manual data entry
