Approach & Solution
The group highlighted the need to share client’s information with all the offices, especially with respect to global accounts, to redefine and generalize sales and support processes. The objective was to simplify, standardize, and accelerate the production of the business forecasts and finally to improve the management and qualifying activities of the leads by attending a number of international trade fairs.
Once the investment was approved, we supported the client in the activities of governance, change management and user adoption. Today the CRM Corporate Template that we implemented is used by the group’s branches to support the activities in the sales, marketing and customer care areas.
Standardized sales and support processes
Increased new clients with lower acquisition costs
Reduced time and costs for sales forecasts
Reduced average response times vs customers
CRM & CX Consulting Service