Case Study: a US-based consulting agency streamlines CRM operations with Velvetech LLC and Creatio

US-Based Consulting Agency unifies CRM in 6 months with Velvetech LLC

The customer, a US-based consulting agency, faced challenges with fragmented business processes and data duplication due to using two separate CRM systems. They partnered with vendor Velvetech to migrate their data to a unified Creatio CRM platform.

Velvetech implemented a comprehensive solution, migrating and consolidating all data from the two legacy CRMs into Creatio. They used the platform's built-in features to fully deduplicate customer records and manage user access rights. The result was a powerful, unified CRM tool that provided the agency with more transparent business processes and allowed employees to focus on customer interactions instead of managing multiple systems.