Portal for Pre-sales Teams: How the Use of Analytics and CRM Integration Brought Pipeline Clarity and Facilitated Strategic Decisions
IT / Technology
"Manual data entry work and the difficulty in generating reports were costing our most precious asset: response time to the customer. Zappts understood our pain and built an analytics portal integrated with our CRM that transformed our operation."
Client (Algar Tech)
Client Challenge
The company's challenge consisted of the strong need to adopt a technological solution capable of automating its pre-sales processes. The main operational objective was to streamline data entry and report generation, with an absolute focus on optimizing market response time and providing much greater clarity on the sales pipeline.
Zappts' Role
To solve this bottleneck, Zappts developed an analytics portal designed to automate data entry and generate fully customized reports for the pre-sales team. This platform was seamlessly integrated with the company's existing CRMs, using data analysis as a pillar to provide quick, accurate insights capable of actively improving team performance.
Results
The portal's implementation generated an immediate impact, substantially increasing agility throughout the company's pre-sales process. As a consequence of this automation, there was a drastic reduction in the commercial team's response time. Furthermore, the new technological solution began offering a clear and detailed view of the entire pipeline, which greatly facilitated strategic decision-making by the team and its leadership.
About the company
It is a Brazilian company that operates in the CX market with one objective: connecting people and organizations in a unique way. They are part of the Algar Group and today, with 26 years in the market, they have over 6,000 professionals spread across Brazil.
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