Case Study (CRM systems)

Business Digital Transformations: Developing CRM system across a SME to help coordinate the different business functions.


 Case Study Summary:

The project was to develop fit-for-purpose CRM system to help coordinate the business functions (sales, marketing, operations, finance and management) in giving efficiency to the way people work.

Project Duration & Team:

Workflow Consultant Team aligned with the client over a two-month period.

Project Summary:

The team was assigned to evaluate how the client business functions work and create a common CRM system with which the client teams can work effectively as the company grows. The option was to use available CRM system and customise to match the workflows to give a fit-for-purpose tool.

Project Value – Incremental Gain:

The company teams now use the tool effectively, and cross segment are able to share and collaborate to help build sales, implement the service strategy efficiently and build business growth

Client feedback

“As a small start-up moving through our early years, we didn’t want to have to pay incremental costs to take something off the shelf and not utilize fully. We opted to bring Queensman Management Consultancy on board to customize open source solutions. The end result is a fully customised solution of CRM without recurring monthly subscription. As the company grows we now know we have a confident system that can grow with us without the running costs increasing with every user”

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