Client
Medium-sized company in the field of construction materials distribution.
Goal
Improve customer care and increase sales efficiency through the implementation of a CRM system and advanced data analytics.
Problem
The company faced issues with inefficient customer tracking, leading to the loss of potential business opportunities. Reports were created manually in Excel without a clear structure, causing delays and errors in decision-making.
Solution
1. Implementation of a CRM system:
- Selection and implementation of a CRM system to centralize customer data.
- Automation of sales and customer support processes.
2. Data collection and processing:
- Integration of the CRM with internal systems and online marketing tools.
- Collection of data on sales activities, customer preferences, and market trends.
3. Data visualization through Power BI:
- Creation of interactive dashboards in Power BI to monitor key performance indicators (KPI).
- Automated reports on sales, performance of sales representatives, and customer satisfaction.
4. Process optimization using Excel:
- Creation of dynamic tables and templates for quick data processing.
- Automation of calculations using Power Query and VBA scripts.
