From spreadsheets to a first real CRM
B2B services company
Every client relationship lived in a spreadsheet paired with a project management tool.
Full base
migrated into a queryable record
First
CRM the company ever had
Challenge
Nobody could answer basic questions: how many active contracts existed, what had already been sold to each client, what sector they were in. Spotting which clients were ready for more, or which prospects fit best, was guesswork.
Approach
- 01
Selected and implemented a proper CRM as the company's first.
- 02
Migrated the full client base into it.
- 03
Built custom fields to capture the project and sector context that had never been recorded anywhere.
Outcome
For the first time, the company could see the true shape of its client base. That visibility drove new market and prospect analysis, surfaced real upsell and cross-sell opportunity across existing accounts, and made time tracking on client projects far more reliable.
Anonymized case studies drawn from prior consulting and in-house work. Companies, individuals, and exact figures are generalized to protect confidentiality.