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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

Segregated client and vendor data
Centralisation of contacts along with relevant documents
No active follow-ups with prospects
Automation of workflows for lead management
No track of client conversation or minutes of meeting
Centralisation of all client interactions via phone, email etc.
LinkedIn is the only channel for sourcing contacts
Multiple companies and contacts data along with source available using Oorwin’s Customer Insights

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