Case studies & examples of typical projects
Every company is different. Every assignment is tailor-made. Here are some concrete examples of my projects.
Case study 1 - Sales optimization and CRM in a service company
Context:
SME specializing in B2B services faced with an unstructured sales process, manual follow-ups and an under-utilized CRM (Salesforce).
Intervention:
Audit of sales processes
Optimization of opportunity management
Automation of customer follow-ups and reporting
Structuring of sales pipeline
Results achieved:
30% time saved on sales actions
Better tracking of prospects and sales
Increased conversion rate
Case study 2 - Automating operational processes in a digital agency
Context:
A digital agency was managing its projects with several unconnected tools, wasting time and risking errors.
Intervention:
Mapping internal workflows.
Automation of recurring tasks with Make and Zapier.
Integration of business tools (CRM, invoicing, project management).
Results achieved:
40% reduction in manual tasks.
Improved internal collaboration.
More time to focus on added customer value.
Case study 3 - CRM implementation and operational structuring in a tech start-up
Context:
Launch of a technology start-up requiring the complete implementation of its CRM systems (Microsoft Dynamics) and operational processes.
Intervention:
Definition of key customer acquisition and loyalty workflows.
Customized configuration of Dynamics CRM in line with go-to-market strategy.
Automation of KPI reporting.
Team onboarding and tool training.
Results achieved:
Quick and structured operational start-up.
CRM fully aligned with growth objectives.
Autonomous team using the system.
