PreOmics Success Story

Requirements

Current Salesforce Usage:

• Salesforce was previously utilized, yet satisfaction levels were low due to its limited capabilities in meeting specific needs.‍

‍

‍Business Growth and Scalability:

• The company experienced significant growth, revealing that existing processes were not designed for scalability, hindering efficient operations.

‍

Data Management Challenges:

• Structured data collection was unfeasible, leading to data management inefficiencies and obstacles in harnessing valuable insights.

‍

Visibility into Leads and Sales Pipeline:

• There was a notable lack of overview and transparency concerning leads and the sales pipeline, making it difficult to track progress and forecast accurately.

‍

Marketing Performance and ROI:

• Challenges in quantifying marketing performance and calculating the Return on Investment (ROI) made it hard to assess marketing strategies' effectiveness.

‍

Customer Benefits

‍

Enhanced Reporting for Investor Management:

• Facilitates clean and comprehensive reporting tailored for investor management needs, significantly enhanced by integrating with ERP systems for a more cohesive data overview.

‍

Unified Marketing Management Platform:

• Acts as a central tool for all marketing management activities, replacing ActiveCampaign with a more integrated and efficient solution for streamlined operations and better performance tracking.