Introducing a CRM into the business to save time and improve the customer journey

Developing a Comprehensive Strategy

We designed a comprehensive strategy to address Sign Foundry's challenge, focusing on the following steps:

1. Research & Benchmark: Analyse existing CRM systems and identify industry best practices
2. Prioritise & Hypothesise: Determine key areas for improvement and potential solutions in the selected software
3. Design & Build: Integrate a unified CRM system and implement marketing automation
4. Test & Learn: Monitor performance and adjust strategy as needed

Implementing the Solution

We introduced a consolidated CRM system for Sign Foundry, streamlining their customer relationship management process. This provided them with better visibility of the sales pipeline and improved conversion rates as well as the following outputs:

• Timely pre- and post-job email communications for all clients
• Account Managers can automate smaller client communications
• Split automations to serve the right message at the right time to the right customers
• Better measurement of pipeline through deals view
• Limited double handling of information as each platform holds only relevant information

This process has saved time for Account Managers by automating client communications where possible, allowing them to focus on big customers and current jobs.

Measuring Success and Future Growth

By unifying their CRM system and implementing marketing automation, Sign Foundry has achieved:

• Improved visibility of the sales pipeline and conversion rates
• Increased customer satisfaction through timely post-purchase follow-ups and better onboarding experience
• Enhanced internal efficiency and time savings for Account Managers

Sign Foundry can now leverage these improvements to drive future growth and continue refining their customer journey. The insights gained from this process can be applied to other areas of their business, ensuring they remain competitive and responsive to customer needs.

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