Project: Custom CRM Reporting & Automation for an SMB

  • The Challenge: A successful sales-led business had outgrown its CRM's native reporting and automation capabilities but couldn't afford the cost or disruption of replacing its core system.

  • Our Solution: After streamlining the sales team's data input processes, we integrated their CRM with Looker Studio for powerful reporting and Zapier for process automation, leveraging their existing technology stack to avoid a costly system replacement.

  • The Result: The client now has fully integrated business applications and complete visibility of their sales KPIs, empowering their team to manage the entire sales cycle more effectively.

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