A Custom CRM with AI-Driven Intelligence
Our client, a mid-sized business owner, had been using a popular off-the-shelf CRM for several years. While the tool covered basic functions like contact management and sales tracking, it had become more of a burden than a solution. Employees found it clunky, difficult to use, and poorly integrated with the company's daily workflows. The leadership team noticed that despite having a CRM, customer data was fragmented, sales teams were still relying on spreadsheets, and reporting was slow and unreliable. What the client needed was not another generic CRM, but a custom-built solution aligned with their unique workflows and powered by AI to generate actionable insights.
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SUMMARY
Our client, a mid-sized business owner, had been using a popular off-the-shelf CRM for several years. While the tool covered basic functions like contact management and sales tracking, it had become more of a burden than a solution. Employees found it clunky, difficult to use, and poorly integrated with the company's daily workflows. The leadership team noticed that despite having a CRM, customer data was fragmented, sales teams were still relying on spreadsheets, and reporting was slow and unreliable. What the client needed was not another generic CRM, but a custom-built solution aligned with their unique workflows and powered by AI to generate actionable insights.
Inefficient Lead Management:
Leads were not scored or prioritized, meaning high-value prospects often slipped through the cracks.
Customer Retention Challenges:
Without insight into customer behavior, the business had no proactive way of identifying customers at risk of churn.
Integration Gaps:
The CRM was disconnected from key tools like email, accounting, and customer support, creating silos of information.
Low Adoption Across Teams:
Sales and support teams were reluctant to use the existing CRM because of poor usability and irrelevant features.
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Discovery & Business Mapping
Conducted workshops with sales, support, and finance teams. Documented existing workflows, pain points, and integration needs.
Custom CRM Blueprinting
Designed data models, pipeline stages, and user roles. Defined automation triggers and AI models for lead scoring and churn prediction.
MVP Development
Built a core CRM with contact management, sales pipeline, and communication hub. Integrated email and accounting systems first.
AI Enhancements
Trained AI models on historical sales data for lead scoring and forecasting. Rolled out customer segmentation and churn prediction.
Deployment & Staff Training
Migrated all data from the legacy CRM. Provided hands-on training sessions to ensure high adoption.
Continuous Support
Monitored adoption, optimized workflows, and added features like mobile app access.
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