Case Study

Quicker client onboarding with robust CRM

Customer

Staffing & technology consulting firm offering solutions for
enterprise digital transformation

74% decrease in time
taken to onboard new
clients

Keith Brown

Director, Business Development

Challenge

Solution

Challenge

Segregated client and vendor data

Solution

Centralisation of contacts along with relevant documents

Challenge

No active follow-ups with prospects

Solution

Automation of workflows for lead management

Challenge

No track of client conversations or minutes of meeting

Solution

Centralisation of all client interactions via phone, email etc

Challenge

LinkedIn as the only channel for sourcing contacts

Solution

Multiple companies and contact data along with source available using Oorwin’s Customer Insights