Website Optimisation

Introducing a CRM into the business to save time and improve the customer journey

The Problem

Sign Foundry sought to improve their customer journey and streamline internal processes by implementing a CRM system with marketing automation. By introducing a unified CRM and automating post-purchase follow-ups, they achieved better visibility of the sales pipeline, enhanced customer satisfaction, and saved time for Account Managers.

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Our Process

Research & benchmark

Prioritise & Hypothesise

Design & Build

Test & Learn

The Solution

Sign Foundry's CRM system was spread across multiple platforms, leading to limited visibility of the sales pipeline and conversion rates. This fragmented approach hindered their ability to effectively manage customer relationships and capitalise on potential opportunities. They also faced challenges in delivering timely email communications and providing a seamless onboarding experience.

Developing a Comprehensive Strategy

We designed a comprehensive strategy to address Sign Foundry's challenge, focusing on the following steps:

Research & Benchmark: Analyse existing CRM systems and identify industry best practices
Prioritise & Hypothesise: Determine key areas for improvement and potential solutions in the selected software
Design & Build: Integrate a unified CRM system and implement marketing automation
Test & Learn: Monitor performance and adjust strategy as needed

Implementing the Solution

We introduced a consolidated CRM system for Sign Foundry, streamlining their customer relationship management process. This provided them with better visibility of the sales pipeline and improved conversion rates as well as the following outputs:

Timely pre- and post-job email communications for all clients
Account Managers can automate smaller client communications
Split automations to serve the right message at the right time to the right customers
Better measurement of pipeline through deals view
Limited double handling of information as each platform holds only relevant information

This process has saved time for Account Managers by automating client communications where possible, allowing them to focus on big customers and current jobs.

Measuring Success and Future Growth

By unifying their CRM system and implementing marketing automation, Sign Foundry has achieved:

Improved visibility of the sales pipeline and conversion rates
Increased customer satisfaction through timely post-purchase follow-ups and better onboarding experience
Enhanced internal efficiency and time savings for Account Managers

Sign Foundry can now leverage these improvements to drive future growth and continue refining their customer journey. The insights gained from this process can be applied to other areas of their business, ensuring they remain competitive and responsive to customer needs.

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Sign Foundry's CRM system was spread across multiple platforms, leading to limited visibility of the sales pipeline and conversion rates. This fragmented approach hindered their ability to effectively manage customer relationships and capitalise on potential opportunities. They also faced challenges in delivering timely email communications and providing a seamless onboarding experience.

Introducing a CRM into the business to save time and improve the customer journey

The Problem

Our Process

The Solution

Developing a Comprehensive Strategy

Implementing the Solution

Measuring Success and Future Growth

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