TL;DR: CRM overhaul saved 260+ hours/year
How ethiXbase Saved 260+ Hours Per Year with CRM Automation
>260
Hours saved per annum
Before vs. After
Before Automaly
- 15 manual processes consuming team bandwidth
- Fragmented CRM with no single source of truth
- Outbound campaigns managed manually
- Business data enrichment done by hand
- No integration between marketing and sales systems
After Automaly
- 3 automated workflows handling core operations
- Unified CRM as the single source of truth
- Outbound processes fully automated
- Automated business data enrichment pipeline
- Integrated CRM with existing tech platforms
The Challenge
Scaling Demand Outpaced Manual Operations
Ethixbase360 delivers comprehensive compliance solutions, providing businesses with the tools to assess risks, manage third-party relationships, and ensure compliance. As incoming demand grew, their existing CRM system became increasingly inadequate. Manual outbound processes consumed team bandwidth, data quality suffered, and the sales team struggled to keep up with lead volume.
The Solution
CRM Build & Marketing Automation
Automaly implemented a new, advanced CRM system, automated key outbound workflows, integrated the CRM with existing tech platforms, and built an automated pipeline to enrich business data at scale.
- Implemented a new, advanced CRM system
- Automated key outbound process workflows
- Integrated CRM with existing tech platforms
- Built an automated process to enrich business data
"Automaly assisted us with our marketing automation programme. From the initial onboarding sessions through to ongoing support they have been first class throughout and I would highly recommend them."
Joe Struggles
CMO | Ethixbase
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