Lacked central CRM to manage customer and prospect data
Maintenance of data and information on different systems was time-consuming
Siloed data meant the sales team couldn’t create quick and relevant offers
Challenges
Maintenance of data and information on different systems was time-consuming
Siloed data meant the sales team couldn’t create quick and relevant offers
Holistic customer-centric view of data and activities missing
Manual compilation of reporting and sales data
Holistic customer-centric view of data and activities missing
Manual compilation of reporting and sales data
Marketing dept. required professional tool for B2B client comms and mailing
Marketing dept. required professional tool for B2B client comms and mailing