The context.
The French and Export sales team is made up of a dozen people who were tracking and recording most of their activity on Excel spreadsheets. It was very complicated to have a clear vision and follow-up of the internal processes and indicators!
One of the key challenges of our CRM project is to provide our teams with a solution to improve their productivity. The solution must help them optimize and reduce their “administrative” work time in order to focus on sales with a better knowledge of the customer’s life internally.
As our sales force is not exclusively composed of “Millenials”, we wanted an intuitive, “fun” and easy-to-use CRM solution to simply involve all our employees in the project.
It was also imperative to find a mobile solution. As the sales people only visit the head office two or three times a year, they had to have total autonomy in the daily use of the solution and access to information.