Upgraded CRM Sharpens KPI Visibility

The Challenge

Our client was challenged with a lack of visibility, continuity, and accountability across multiple legacy platforms.

TSG’s Impact

Enhanced CRM Functionality, Integrated 60+ Legacy Platforms, Improved Team Predictability

Objectives

As a rapidly expanding telecom provider through acquisitions, the client relied on multiple vendors for customer relationship management (CRM) support, creating a fragmented system with inconsistent processes. With an increasing number of Salesforce dependencies, the client sought a partner to consolidate its legacy systems and implement a more customizable CRM solution.

Solution

The Select Group (TSG) created customized workflows and integrated the client’s legacy platforms into an upgraded Salesforce system. By offering tracking metrics, Key Performance Indicators (KPIs), and full life cycle support for multiple workflows, TSG delivered a streamlined solution that ensured continuity, minimized disruptions, and improved overall team accountability.

Benefits

Seamless Transition

TSG integrated over 60 legacy platforms into a new CRM, minimizing the learning curve for employees.

Advanced Functionality

TSG provided advanced features that enhanced the client’s CRM capabilities, improving overall system performance.

Predictable Workflows

TSG ensured the client had tracking metrics and KPIs, driving greater accountability and predictability across teams.