Sign Foundry

Sign Foundry's CRM system was spread across multiple platforms, leading to limited visibility of the sales pipeline and conversion rates. This fragmented approach hindered their ability to effectively manage customer relationships and capitalise on potential opportunities.

They also faced challenges in delivering timely email communications and providing a seamless onboarding experience.

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

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 timely pre- and post-job email communications, automated smaller client communications, split automations to serve the right message at the right time, improved pipeline measurement through a deals view, and less double handling of data.

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

By unifying their CRM system and implementing marketing automation, Sign Foundry gained better visibility of their pipeline and saved their team meaningful time.

Sign Foundry achieved improved visibility of the sales pipeline and conversion rates, increased customer satisfaction through timely post-purchase follow-ups and a better onboarding experience, and 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.