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B2B sales

All sales in one system, no spreadsheets on the side

1system instead of a CRM plus spreadsheets

The task

Off-the-shelf CRMs covered part of the process, and the rest lived in spreadsheets next to them. Double data entry and mismatches between systems.

What we did

We developed a CRM around the company's actual sales logic and connected it to accounting, telephony and the website.

What changed

The whole sales process lives in one system. Double entry is gone, and every deal has an owner and a history.

  • 1system instead of a CRM plus spreadsheets

What mattered

  • Before development we compared it with ready solutions. A custom system is justified only where a ready product hits its limits.

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