Case Study: Bert&You boosts sales performance with efficy

A Efficy Case Study

Preview of the Bert&You Case Study

Bert & You structures and develops its sales performance with Efficy CRM

The customer, Bert&You, a national transport and logistics specialist, faced challenges in structuring its sales processes and managing its rapid growth. With over 60 agencies and 1,650 employees, the company needed a centralized platform to consolidate customer information and improve team efficiency. To support its growth strategy, Bert&You chose to implement a CRM solution from the vendor Efficy.

Efficy implemented its CRM platform, which became the daily collaborative tool for the sales team and other departments. The solution integrated with the company's existing TMS systems and the Corporama database, greatly reducing administrative workload and simplifying activity monitoring. This provided a 360-degree view of customer activity and improved collaboration. As a result, the sales team gained reliable, real-time information for performance analysis and automated dashboards, which was crucial for winning contracts in a highly competitive sector.


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Bert&You

Corinne Bonnet

Head Of The Customer Research Department And Sales Administration


Efficy

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