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Case study · Delivered work

A CRM built for people, not companies.

We set the CRM up around people, so each customer is one record with their history.

  • 90%Employee CRM adoption
  • 50% reductionDuplicate customer records
  • 8 hours per user per monthAdministrative time savings

KPI targets set for this engagement.

Salesforce Sales Cloud ConsultingSales Cloud · Salesforce Pro Suite · Reports and Dashboards
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The full case study

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How we help

We set the CRM up around people, so each customer is one record with their history.

Before and after

AreaBeforeAfter
CustomersForced into company recordsOne record per person
HistorySplit across recordsEvery transaction on the person
ReportingCounted records that did not existDescribes the real business

Results

  • Agents see the whole relationship before every call
  • Repeat business is easier to win
  • A clean base to build on

The thinking behind this

Related reading

Where this sits

Salesforce Sales Cloud Consulting

This work is delivered through our salesforce sales cloud consulting practice.

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