Custom CRM
We developed a CRM platform to unify customer management, resulting in a notable increase in customer satisfaction and loyalty.
Challenge
A financial services consulting firm managed its clients through multiple spreadsheets and email systems, making it difficult to track interactions and identify cross-selling opportunities.
Solution
We built a custom CRM platform that unified all customer information in one place. The tool included a dashboard to visualize the sales funnel, automatic reminders for follow-ups, and a communication history module.
Results
A 25% increase in customer retention was achieved during the first six months. The sales team improved their productivity by 35%, and the company reported a 250% return on investment by the end of the first year.
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