Case Study: Rosenberger streamlines CRM lead-to-opportunity processes with Aurea

From lead to opportunity at high speed CRM project at Rosenberger OSI

Rosenberger OSI, part of the Rosenberger Group, needed to simplify and standardize a complex CRM lead-management process that was slowing down sales reps and creating unnecessary data-entry work. The company worked with Aurea and its partner ajco to streamline lead capture, sales pipeline handling, and reporting in Aurea CRM.

Aurea implemented a pragmatic lead process with only two compulsory fields, automated transfer of data into CRM, and a customized opportunity workflow aligned to the sales pipeline. The process was reduced from five steps to three, cutting data-management effort and improving usability for sales and service teams; Aurea also delivered an analytics dashboard for up-to-date reporting for marketing and management.

Rosenberger

Theresa Khoury

In-house Consultant and Project Manager