CRM That Drives Real Customer Value

The Problem

Chasing leads blindly wastes time and resources. Sales teams lack visibility into customer history, and opportunities slip through the cracks. Without proper tracking, it's impossible to measure sales effectiveness.

Real Experience

A B2B company relied on individual salespeople's notebooks and email folders for customer information. When a key salesperson left, they took critical customer knowledge with them. New team members had no visibility into past interactions, leading to awkward conversations and lost opportunities.

The Solution

A CRM centralizes contacts, leads, and customer interactions, converting leads into measurable sales. The full customer journey is tracked, ensuring informed decisions and better engagement. Integration with ERP connects sales to production and delivery.

Key Recommendations

• Capture all customer interactions in a centralized system
• Implement lead scoring and pipeline management
• Integrate CRM with ERP for order-to-delivery visibility
• Track customer communication history across all channels
• Use CRM analytics to identify trends and opportunities

Mistakes to Avoid

• Underusing CRM or treating it as just a contact database
• Separating sales from production and delivery operations
• Not enforcing consistent data entry standards
• Failing to train sales teams on proper CRM usage
• Missing integration opportunities with marketing and support systems