CRM integration
What the team delivered
The team received a clear digital tool, transparent operating logic and a foundation for further scaling.
Challenge and solution
Challenge
Unify fragmented processes in one clear tool and remove manual work slowing the team down.
Solution
We designed the user journey, roles and key screens, validated the prototype on real scenarios and then moved into development.
Delivered work and business value
Work delivered
- Connected customer work, enquiries and sales stages in the CRM.
- Organised data exchange between the CRM and other services.
- Connected customer and sales data with report preparation.
- Built a web interface for the team’s daily work.
Business impact
- Customer context in one place: information and conversations stay linked to the current enquiry.
- Less manual entry: data exchange avoids entering the same information into each system.
- Organised reporting: data and its preparation follow one system.
- Clear responsibilities: roles and steps show the team who needs to do what next.