Vegacompass, Business optimization through CRM domain & Tech knowledge

CASE STUDY

Revamping Reap and Replace: Optimizing CRM for a global leader in Digital Asset Management SAAS software

Description

Aprimo, a global asset management software company, sought to update and optimize its CRM processes through a comprehensive Reap and Replace program. The initiative aimed to enhance efficiency, automate outdated workflows, and ensure seamless integration of new tools into their existing CRM infrastructure. By refining key CRM processes, Aprimo improved its customer management and operational performance.

Work Details

Conducted a detailed analysis of existing Reap and Replace workflows within Aprimo’s CRM system.

Developed a phased approach to updating and replacing legacy processes, ensuring minimal disruption.

Automated manual CRM tasks to improve efficiency and reduce human error in key customer operations.

Integrated new CRM tools and technologies to enhance scalability and performance.

Benefits

Improved CRM efficiency by 40% through streamlined and automated workflows.

Reduced manual interventions, leading to a 25% decrease in processing time and errors.

Enhanced customer relationship management, boosting client satisfaction and retention.

Scalable solutions allowed Aprimo to easily adapt to future CRM needs and business growth.

*Partnered with Coresolute LLC.

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