ERP consultancy · Egypt
A pipeline sales can run on.
Every lead has an owner and a next step.
See the project
Projects / Loyalty SaaS · MEA
Automation that gave the team its time back.
Business automation, a clean CRM and conference presence for a loyalty and rewards platform.
Client
A B2B loyalty and rewards platform serving companies across the Middle East and Africa.
Our role
Automation and CRM partner.
Market
MEA
The objective
Cut manual work and give marketing and sales data they can trust.
The challenge
Manual tasks and messy CRM records slowed down follow-up and reporting.
What we delivered
Our contribution, workstream by workstream.
01
Automation
- Business processes mapped and automated
- Workflows between marketing, sales and operations
- Fewer manual hand-offs
02
CRM
- CRM clean-up and deduplication
- Ongoing updates and data rules
- Reports the team uses
03
Events
- Conference presence
- Event leads captured in the CRM
How we helped
The difference it made.
Data the team trusts
A clean CRM that reflects the real pipeline.
Less manual work
Repetitive tasks replaced by automated workflows.
More time for selling
Hours back for the people who talk to clients.
Capabilities used
Automation
CRM clean-up
Workflow design
Events
Services
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Want results like these?
Book a discovery call. We’ll look at your goals and show you where we’d start.