Pimcore
544 Case Studies
Case Study: Liberty Financial Group streamlines sales and boosts profitability with Pimcore CRM
A Pimcore Case Study
Financial Services Company Streamlines Sales Process Using Pimcore Based CRM
Liberty Financial Group Canada (LFG) is a century-old FINTECH firm delivering custom financial solutions for Canadians. Facing a fragmented, manual CRM that slowed deal flow and hindered visibility across agents, leads and client interactions, LFG needed a cost‑effective end-to-end system to manage onboarding, sales pipeline, post‑sales service and reporting.
Syncrasy Technologies built a Pimcore‑based CRM portal that consolidated leads, accounts, contacts, reps and digital assets (PIM/DAM/CMS), added role‑based access, dashboards and configurable reporting. The integrated solution sped up deal cycles, improved team collaboration and customer engagement, reduced process costs and boosted sales conversion and profitability.
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