Cortech Developments aimed to modernise their CRM system to streamline internal processes, maximise customer efficiency, and maintain their reputation as a best-in-class software solutions provider. The objectives included:

• Transitioning their legacy SugarCRM system to the cloud.

• Consolidating customer data onto a single platform.

• Automating sales and account management processes.

• Enhancing data collection to generate actionable insights.

• Improving client project management and quotation workflows.

• Reducing operational costs and optimising resource allocation.

The CRM transformation integrated each stage of the sales process on a single platform, making it possible for Cortech Developments to fully automate their cycle.

• Fully automated sales and account management processes.

• Consolidation of customer data for improved decision-making.

• Streamlined workflows for quotations and project-specific objectives.

• Enhanced customer experience through consistent service delivery.

• Operational efficiency and cost reduction across global operations.

• Enabled scalable solutions for clients in over 30 countries.

Thanks to this transformation, Cortech Developments has gained a stronger understanding of the customer experience, and their business processes have been updated to maintain consistency.