Comprehensive CRM Optimization and Data Management System Enhancement for Supply Chain Solutions Provider

The client faced inefficiencies in CRM utilization, including lack of visibility across departments, poorly functioning third-party integrations, duplicate and obsolete records, and inconsistent data quality, which hindered effective sales, marketing, and operational processes.

A mid-sized supply chain solutions company specializing in EDI and cloud-based logistics management, serving major automotive clients across Europe.

• Streamline CRM workflows to enhance visibility and process automation across departments.
• Improve integration robustness with marketing automation and document management tools.
• Reduce duplicate records and enhance data validation to ensure high data quality.
• Implement automated notifications and tracking features to assist sales and presales teams.
• Develop custom reports and dashboards tailored for different department needs to enable data-driven decisions.
• Establish automated data synchronization between CRM and marketing platforms to optimize lead nurturing and campaign outcomes.

• Addition of custom fields in opportunity, order, and account records to capture detailed sales and order insights.
• Linking external file storage to streamline document version control and access.
• Categorization of notes by type (general, technical, financial) for better record clarity.
• Stage control for opportunity lifecycle management, including filters for inactive opportunities.
• Automated notifications for new opportunities and key updates to relevant teams.
• A dedicated contract documentation tab with simplified search and processing logic.
• Automated billing data aggregation and linking between contracts, opportunities, and client records.
• Auto-conversion of prospects from marketing platforms into CRM leads based on predefined rules.
• Real-time data synchronization between CRM and marketing automation tools.
• Automatic pulling and updating of opportunity data into contractual documents and vice versa.

• Marketing automation platform (e.g., Pardot or equivalent)
• Document management system (e.g., PandaDoc or equivalent)
• External file storage service
• Data synchronization middleware

• Support for 100+ concurrent users with low latency response times.
• Data validation rules capable of identifying duplicates with at least 95% accuracy.
• Secure data transfer protocols compliant with industry standards.
• Flexible customization options for dashboards and reports adaptable to departmental needs.
• System reliability with 99.9% uptime and automated backup procedures.

The implementation of the enhanced CRM system is expected to reduce duplicate records by 30%, improve data accuracy to support operational decision-making, increase visibility into sales pipelines, and automate key data transfer processes. These improvements aim to streamline workflows, enable proactive customer engagement, and support strategic growth across the supply chain and logistics functions.