What Was Broken

The client managed customer data and sales processes manually, leading to errors, delays, and missed opportunities. Reporting was slow and required significant manual effort.

Who Was Affected

Sales and support teams spent excessive time on data entry and report generation, reducing time available for customer engagement and business growth.

Business Risk

Manual processes increased the risk of data loss, inconsistent records, and slow response to business needs, impacting customer satisfaction and revenue.

Approach

Mapped all CRM-related workflows, identified bottlenecks, and evaluated automation tools. Designed a solution using Make.com to integrate data sources and automate reporting.

Key Discoveries

• Automated data sync reduces errors and saves time
• Custom reports can be generated on schedule
• Centralized CRM improves team collaboration
• Automation enables business scalability

What Was Designed

Built an automated CRM pipeline that syncs customer data, generates scheduled reports, and provides instant access to key business information.

Automation Workflow

Why This Solution

Automation eliminates manual errors, speeds up business processes, and allows the team to focus on growth and customer relationships.