Drive innovation by adding use cases to the CRM

March 9, 2025

Implementing a CRM within an HR SaaS environment is more than just a technical upgrade — it’s a strategic shift. As our product scaled and the user base grew, so did the complexity of managing relationships across departments. This blog dives into a real-life case of how we tackled that challenge, the solution we rolled out, and the impact it had on our business and users.

Challenge

Our customer was undergoing a CRM transformation and rebranding. With ambitious growth targets, they sought a higher sales effectiveness to streamline operations and drive scalable expansion.

Solution

Together in an innovation workshop, we identified that sales automation would add value to them. We assessed sales processes to identify automation opportunities, evaluated tools using a structured framework, and developed a detailed blueprint outlining workflows, roles, and tool interactions. We then supported in the set-up and trained the team how to configure the tool. We further integrated the selected tool into their CRM to have no touch sales automation flows live.

Impact

The integrated automation tool optimized sales efficiency, while a clear roadmap enabled future scalability. A streamlined implementation process ensured rapid adoption and immediate results. The sales automation has since generated millions of business for the customer.

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