Objective: Modernize and enhance an existing customer relationship management (CRM) platform for better user adoption and business alignment.
Our Role: Led the end-to-end CRM upgrade, including requirements gathering, vendor coordination, configuration, and user training. Introduced custom dashboards, automated workflows, and integrated the CRM with other core business systems.
Outcome: Increased CRM adoption by 40%, improved lead tracking and follow-up processes, and enhanced reporting capabilities for sales and service teams.