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Algoritmi Solutions

Professional Services · 11 weeks

Four disconnected tools consolidated into one CRM

Sales, marketing and support each had their own system. Nobody could answer how much a customer was worth.

Records deduplicated and merged
180kRecords deduplicated and merged
Systems in the revenue stack
4 → 1Systems in the revenue stack
Monthly reporting effort eliminated
3 daysMonthly reporting effort eliminated
CRM adoption after eight weeks
92%CRM adoption after eight weeks

The challenge

Duplicate records across four platforms meant reporting was assembled by hand each month, and always disputed.

What we did

  1. 1Audited all four systems and agreed a single source of truth
  2. 2Built a deduplication and merge pipeline for 180,000 records
  3. 3Rebuilt the sales process as CRM automation with clear stage exit criteria
  4. 4Connected the website forms with hidden attribution fields
  5. 5Trained each team on their own dashboard rather than a generic one

More work

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