Case Study: a manufacturing organization achieves a successful CRM transformation with Point B

Turning a Technology Upgrade into a Strategic Driver

The manufacturing organization faced challenges after an industry-standard on-premise CRM failed to meet expectations, resulting in user dissatisfaction. Concerned about user fatigue from this initial failure, executives engaged Point B to plan and execute a pilot for a new, more flexible cloud-based CRM system and build confidence in its success.

Point B created an inter-departmental team and worked with executives to define a new CRM vision and strategic tenets that aligned with business goals. They successfully piloted the new cloud-based system for Sales and Customer Service within six weeks. Point B then delivered a comprehensive one-year phased implementation roadmap, including costs, resources, and timelines, providing the organization with all the necessary tools for a successful full rollout.