Case Study: a sales and marketing agency streamlines shopper event planning with Slalom

Sales and Marketing Agency - Customer Case Study

The sales and marketing agency faced a challenge in automating its food sampling event planning, which was previously managed through error-prone manual spreadsheets. This inefficient process threatened its margins and ability to connect its retailer customers with food manufacturer clients. To address this, the agency partnered with Slalom to overhaul its Microsoft Dynamics CRM platform and custom capacity-planning tools.

Slalom redesigned and developed a new capacity planning tool integrated with the CRM, implementing an agile methodology for incremental delivery. The solution streamlined the booking of event stations, introduced a sophisticated security model for multiple customers, and enabled simplified reporting. As a result, the agency can now onboard new customers more easily, meet deadlines, reduce support requests, and increase customer satisfaction, all while maintaining the security of its information.