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Implementation of Centralized CRM System for Enhanced Customer Insights and Process Automation
  1. case
  2. Implementation of Centralized CRM System for Enhanced Customer Insights and Process Automation

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Implementation of Centralized CRM System for Enhanced Customer Insights and Process Automation

lizard.global
Retail
eCommerce

Business Challenges

Inability to efficiently track and analyze customer purchasing behavior and preferences across physical and digital channels, leading to fragmented customer insights, inefficient resource allocation, and suboptimal customer service experiences.

About the Client

Luxury jewelry and watch retailer operating physical stores in Rotterdam and Capelle, Netherlands, with an online shop

Project Goals

  • Implement a centralized CRM system for unified customer data management
  • Automate key business processes to improve operational efficiency
  • Enhance customer journey personalization capabilities
  • Provide actionable insights for both retail staff and management
  • Improve customer retention through data-driven service optimization

System Requirements

  • Unified customer data repository with multi-channel integration
  • Real-time customer behavior tracking and segmentation
  • Interactive dashboards for staff and management
  • Automated marketing and service workflows
  • Customer journey mapping and optimization tools
  • Performance monitoring and employee assistance alerts

Technology Stack

Salesforce CRM
Data Science Platforms
Digital Marketing Tools

System Integrations

  • Existing e-commerce platform integration
  • Point-of-sale system synchronization
  • Digital marketing channels integration
  • Customer support systems integration

Operational Requirements

  • High data security and privacy compliance (GDPR)
  • Scalable architecture for future growth
  • Real-time data processing capabilities
  • Role-based access control system
  • Cross-device compatibility (mobile/web/desktop)

Expected Business Outcomes

Anticipated improvements include 30-40% reduction in customer service response times, 25% increase in customer retention rates, 20% boost in employee productivity, and measurable enhancement in customer satisfaction scores through personalized service delivery.

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