← All projects

Standalone Project

Freshworks CRM System Implementation

A multi-pipeline Freshsales CRM routing retail, custom-commission, and trade show leads into distinct sales tracks.

Clients & sponsors

1 relationship

Project details

Capabilities and tools

Case study

How the work came together

Work summary

Implemented Freshsales Suite after evaluating various options, selecting it for its flexibility in handling multi-pipeline strategies. Custom workflows were designed to route leads from different sources such as trade shows versus online store visits into appropriate sales tracks. The solution provided a unified view of customer interactions, satisfying the client's need for a system that could evolve alongside their complex retail operations.

Have a similar challenge?

Let us talk about what needs connecting.