Case Study: Dun & Bradstreet Canada achieves automated, integrated CRM and faster sales fulfillment with MosaicCRM

Dun and Bradstreet - Customer Case Study

Dun and Bradstreet Canada faced a complex multi-channel sales and fulfillment process that relied on manual handoffs for pricing, proposals, fulfillment auditing and billing, causing delays, duplicated data and limited web-enabled support. They needed a highly customized, secure CRM solution with strict data hierarchy and integration between sales, procurement, helpdesk and back-office systems. Mosaic CRM was engaged to deliver that CRM-based automation and process-integration capability.

Mosaic CRM converted the manual workflows into a fully automated CRM process, implementing a centralized database, a Project Management module, hierarchy/notification controls, alerts and data-security while maintaining compatibility with existing back-office systems. The Mosaic CRM implementation eliminated individual user spreadsheets and duplicated steps, improved tracking, proofing and auditing, and produced faster responses to sales and client queries — measurable reductions in manual processing and time-to-fulfillment for Dun and Bradstreet.

Dun and Bradstreet