Case Study: Staffing & Technology Consulting Firm achieves 74% faster client onboarding with Oorwin

Quicker Client Onboarding With Robust Crm

Staffing & Technology Consulting Firm is a staffing and technology consulting firm focused on enterprise digital transformation that faced fragmented client and vendor data, no active prospect follow-ups, no centralized tracking of conversations or meeting minutes, and relied on LinkedIn as its sole sourcing channel. To address these challenges the firm engaged Oorwin, implementing Oorwin’s CRM capabilities and Customer Insights.

Oorwin centralized contacts and related documents, consolidated all client interactions (phone, email, meeting minutes), automated lead-management workflows, and expanded sourcing with Customer Insights to surface multiple companies and contacts. As a result, Oorwin enabled much faster client onboarding—delivering a 74% decrease in time to onboard new clients—while improving follow-ups, tracking, and visibility across the sales lifecycle.