eWay-CRM
13 Case Studies
A eWay-CRM Case Study
MBK Consulting, a company providing training and consulting services for over 30 years, faced challenges in managing its growth and controlling processes for new customers, projects, and payments. Their previous system, which relied on a custom Microsoft Access database and numerous Excel spreadsheets, led to issues with data sharing, tracking, and overwriting. To streamline its business, the company turned to the vendor eWay-CRM for a solution using its CRM platform.
By implementing eWay-CRM, MBK Consulting automated its marketing, project management, and certification processes. The solution saved valuable time for key employees, simplified company administration, and eliminated constant internal emailing. The vendor's product provided perfect control over project progress and ensured GDPR compliance for contact data. The most significant measurable impact was the automation of certificate generation, which eliminated a previously manual and time-consuming task, especially for courses with large numbers of participants.