This case study shows how Pro Bro Digital Agency helped CA Immo Andreas Schillhofer, a rapidly developing financial services company, put up a powerful CRM system, automate workflows, and keep track of client information.

Sales went up in the end, and customers were happy.

The problem is that it takes a long time for things to grow, and the data is all over the place.

The client had problems since their customer data was scattered out over old systems, spreadsheets, and paper files.
This made it hard to do well in sales and keep customers happy.

The primary issues Unorganized information regarding customers: Because the information was spread out over many different sites, the staff couldn’t get a whole picture of each customer.

Slow Sales Process: The sales cycle took longer since there was no automation or effective tracking .We didn’t deliver tailored marketing messages because we didn’t know enough about our customers.

The basic goal is to make things easier by creating a single CRM system, such as Salesforce, HubSpot, or one that is designed particularly for you. This will also tell you how much money you make from it. We believe that the greatest choice is to create a clever and well-organized CRM.

The Pro Bro Digital Agency devised a step-by-step plan for setting up a CRM that focused on making things better right away and educating people how to utilize the system rapidly.

1. Learning and making plans We went to workshops to learn how to market products. How to handle customer service Needs for reporting and analysis

2. Moving Clean Data: We moved client data from different system] to the new CRM. We checked that all the records were correct, neat, and not repeated.

3. Automating tasks: We built systems that saved the team hours of work that they would have had to do by hand, such automatically sending leads to people. Messages that check to see if the service is working. Getting comments

4. Putting the system together We connected the CRM to: Forms on the website Tools that the business can use with its accounting software This made it possible for all of the client’s information to be in one location and correct.

Things That Matter The goal was to make a CRM that did more than just keep track of information; it should have helped the business expand. Feature Benefit You can design dashboards that are perfect for you.

Let managers observe sales funnels and accurate estimates in real time. Do things while you’re on the run. Please allow field salespeople to update information rapidly so that things go more smoothly.

People that utilize it can get help and training: Role-based training helped 95% of users start using the system in the first month.

Service Tickets That Work on Their Own Put in information about customer service [X]% faster. Because of this, the company is growing in a way that can be measured.
After they set up the CRM, the client witnessed substantial changes in how they did business and in the key performance indicators (KPIs) that tracked their income.
Shortened Sales Cycle: It now takes 18% less time to make a sale.
People stayed 12% longer because the follow-ups were better.
They got more done because they answered 25% more calls and emails per day.
Most accurate data: Putting all of the consumer information in one place would help leaders make better decisions.

“Pro Bro Digital Agency changed how we talk to our clients. “They didn’t only build up a CRM for us; they also helped us operate better, and we saw genuine results. — CA Immo Andreas Schillhofer

Are you ready to put in more effort to be successful?

Pro Bro Digital Agency can help organizations put all of their data into a CRM system that produces money and works well.