The importance of CRM reporting and forecasting

Reporting and forecasting

The Case Industry:  Digital Business model:  Business To Business Company dimensions:  20 mil Company type: International The Situation Our client asked us to support their team in a project to develop a better Reporting and Forecasting in their Pipedrive CRM. The company has 20 salespeople in two teams who follow 7 markets in 3 continents […]

Retail CRM and Process Management

Retail and CRM

The Case Industry: Appliances, electronics and home hardware retail Business model: B2C Company dimensions: 20 mil, 25 employees  Company type: trading company, Limited partnership, 20 years’ history The Situation Physical stores are still important for client’s experience as they like to visit stores, get confidence with products and find other products. E-commerce is a growing […]

Case study of CRM migration

Client: Digital Services Company Location: London Dimension: 140 employees Turnover: 50+ mil The Challenge The company had been using an upmarket CRM for over 4 years, but lately they had figured out that many of the services and features of that CRM were not used at all. Their sales process is long and of high […]

CRM Migration challenge

Client: Services Provider Company Location: Norrköping (SW) Dimension: 7 employees  The company developed a bespoke CRM 5 years ago. Their provider used Filemaker as a platform to develop a CRM solution that worked fine so long. Last year the CEO felt the limitation of a server-based tool, especially while dealing with the organisational growth over […]