Case Study

Global sales pipeline visibility

Global sales pipeline visibility

Full process documentation, analysis, and organisational restructure for an asset management firm, following major acquisition

Providing your sales and marketing teams with the customer insight they need can empower them to improve efficiency and increase revenue.

When many of your staff simply avoid using your Customer Relationship Management (CRM) system during their working day – and those that don’t are baffled – you know you have an issue. What’s more, when you’re competing in a global events context, in which customer data in fact can and should drive mission-critical aspects of the operation, then you know this is an issue you need to manage fast. In this instance, the client approached Clarasys to help them diagnose the problem in-depth and to design an end-to-end solution.

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