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Financial Services Firm
CRM Migration & Consolidation
Seamless migration of 50,000+ contacts from three disjointed legacy systems into a single, unified CRM.
The Challenge
Data was siloed across multiple platforms, leading to duplicate outreach and a disorganized sales pipeline.
The Solution
We mapped out a comprehensive data architecture, cleaned the existing lists, and migrated all operations into a unified CRM with automated pipeline stages.
Key Results
- Consolidated 3 platforms into 1
- Cleaned and recovered 5,000+ lost leads
- Reduced software costs by $1,200/month
