Our client was a fast-growing SAS (software as a service) company that offered a suite of cloud-based tools for small businesses. They had experienced rapid growth but were struggling to manage their customer relationships and retain customers over the long term.
They approached us for help in implementing a CRM system to address these issues.
Our client’s sales and customer success teams were using different tools to manage customer data, which made it difficult to track customer interactions and histories.
They were also struggling to manage customer support requests in a timely and efficient manner, leading to high customer churn rates.
We worked with our client to implement a CRM system that was designed to address their specific needs. The system integrated their sales, marketing, and processes, allowing for more effective customer management across all areas of the business.
We provided training to their staff on how to use the new system, and we ensured that all data was migrated correctly. We also created custom reports and dashboards that allowed them to easily monitor their sales and customer performance.
The CRM system we implemented helped our client to improve their customer retention rates and increase their sales.
The customer success team was able to provide faster and more effective support, resulting in a 20% decrease in customer churn.
The sales team was also able to track leads and deals more efficiently, resulting in a 30% increase in sales within the first six months.