Client
A medium-sized company in the distribution of building materials.
Goal
To improve customer care and increase sales efficiency through the implementation of a CRM system and advanced data analytics.
Problem
The company was facing issues with ineffective customer tracking, resulting in lost potential business opportunities. Reports were being created manually in Excel with no clear structure, causing delays and errors in decision making.
Solution
1. Implement a CRM system:
Select and implement a CRM system to centralize customer data.
Automation of sales and customer support processes.
2. Data collection and processing:
Integration of CRM with internal systems and online marketing tools.
Data collection on sales activities, customer preferences and market trends.
3. Data visualization via Power BI:
Creating interactive dashboards in Power BI to track key performance indicators (KPIs).
Automated reports on sales, sales rep performance and customer satisfaction.
4. Process optimization using Excel:
Create dynamic spreadsheets and templates for fast data processing.
Automate calculations using Power Query and VBA scripts.