Case Study: Planitec achieves streamlined pre-sales and increased productivity with Sage CRM

Planitec improves pre-sales with Sage CRM

Planitec, a French project-management subsidiary of the SETEC group with about €21M in annual revenue, faced fragmented prospect and client information as sales staff balanced multiple roles and some worked remotely. Scattered data across personal PCs and the central server led to poor coordination, limited traceability and inefficient pre-sales processes.

Planitec implemented Sage CRM (upgraded to Sage100 CRM i7) to give remote teams real-time access and to centralize prospect and offer tracking—Sage adapted the Opportunity Monitoring module into an Offer Monitoring tool. The solution removed administrative steps, saved assistants’ time, improved information coordination across subsidiaries, and increased overall productivity.

Planitec

Rémy Venesi

Sales Manager