Case Study: Taste achieves CRM consolidation and smarter sales forecasting with Teamwork CRM

How Teamwork Helped Taste Upgrade from Excel to CRM Excellence

Taste, a 60-person digital marketing agency based in Prague, was managing its sales and client data in Microsoft Excel, which made forecasting, reporting and visibility difficult. Already a customer of Teamwork for project management, Taste adopted Teamwork CRM to replace its spreadsheets and centralize CRM activity.

Teamwork migrated Taste’s sales data into Teamwork CRM in a matter of weeks, consolidating pipelines, documenting every client interaction and enabling built-in reporting and forecasting. As a result, Taste gained better team alignment and control over customer relationships, faster reporting, improved sales forecasting and measurable time savings, backed by responsive support from Teamwork that implemented requested features.

Taste

Sandra Gligic

Chief Business Officer