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Client data centralization and redesign of the sales process.
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B2B services company

Services

Client data centralization and redesign of the sales process.

Content to be completed

Context

[Placeholder] A services company whose client information was spread across several disconnected tools.

Problem

[Placeholder] No consolidated view of the client portfolio and sales follow-up depending on individual files.

TUMEA solution

[Placeholder] Needs framing, selection and integration of a CRM foundation, migration of existing data.

Objectives

  • Consolidate client data
  • Make sales follow-up reliable
  • Give leadership visibility

Results

  • [XX] %data consolidatedContent to be completed
  • [XX] hsaved per monthContent to be completed
  • [XX]tools replacedContent to be completed
  • [Placeholder] Client portfolio visible from a single screen
  • [Placeholder] Automated sales reporting
  • [Placeholder] Simpler onboarding for new employees
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