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CASE STUDY

CRM Audit Excellence: Streamlining Systems and Slashing Technical Debt for Linq Systems

Description

Linq Systems, a K12 software provider in the US, faced challenges with its current CRM system due to accumulated technical debt and inefficiencies in its processes. To address these issues, a comprehensive audit was conducted, covering code, security, system functionality, and application utilization. Following the audit recommendations, Linq Systems significantly reduced its technical debt, streamlined operations, and improved customer service efficiency.

Work Details

Conducted a thorough CRM system audit, including code, security, and system performance assessments.

Evaluated application utilization to identify underused or redundant features and tools.

Provided detailed recommendations for optimizing CRM usage and improving system security.

Identified opportunities to streamline processes and reduce inefficiencies across CRM operations.

Benefits

Reduced technical debt by 40%, making the system more agile and easier to maintain.

Improved CRM process efficiency, leading to faster response times and enhanced customer interactions.

Strengthened security measures, minimizing risks and safeguarding customer data.

Optimized resource utilization by eliminating redundant features, leading to a leaner, more cost-effective CRM system.

*Partnered with Coresolute LLC.

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