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The consulting firm faced challenges with fragmented data across multiple systems (spreadsheets, MS Office), leading to poor customer experience, operational inefficiency due to manual tasks, missed revenue opportunities from lack of lead follow-up, and misalignment between sales and marketing efforts. The existing CRM (Zoho) was insufficient and the cost of Salesforce was prohibitive, hindering growth and hindering data-driven decision-making.
A US-based consulting firm specializing in professional accounting services, providing financial guidance to businesses.
Successful implementation is expected to result in a 30% automation of business development workflows, a 20% increase in MQL to Deal conversion rate, improved customer experience through personalized services, enhanced data-driven decision-making, and increased sales team productivity. The project will also establish a single source of truth for customer data, improving collaboration and onboarding efficiency.