Case Study: Allocate achieves a single view of the customer with makepositive and Salesforce

Global alignment of business processes to enable seamless customer experience

Allocate, a software provider to the healthcare sector, faced a challenge after a period of rapid growth. Expansion through acquisitions and organic growth had led to disconnected data silos and a lack of standardized processes, which hindered their customer service and strategic decision-making. To overcome this, they partnered with Sabio's makepositive to implement a unified Salesforce-based CRM platform.

The solution implemented by makepositive eliminated data silos and standardized Allocate's sales and customer management processes across its global operations. This provided employees with a single, accurate view of customer information, enhancing reporting capabilities and driving improvements in service. The results included streamlined operations, better strategic insight, and the ability to deliver smoother, more seamless customer experiences that inspire ongoing loyalty.

Allocate

Alan Ince

Director of Strategic Programmes