How this SME uses Monday CRM to manage its entire value chain, from contract management to laboratory analysis tracking and field team tour planning.
The company specializes in food safety, offering its customers sampling and analysis contracts, audits and training. Services are provided by our own staff, as well as by external laboratories and service providers.
The activity was managed "manually" by post-it notes, excel files (collections to be made, analyses in progress, etc.), wagons of emails and an old CRM that couldn't even contain their entire customer directory. Many things depended on the presence of people who had them in mind.
Friction, delays, oversights and misunderstandings were rife, impacting company performance and adding significantly to team workloads.
The young management team taking over the company saw an Axxun webinar on Monday CRM and saw a solution.
Thanks to Monday CRM, we've set up a setup that integrates the company's entire value chain: prospecting, contracting, mission orders, tour organization, financial and administrative follow-up, project management, task and team organization, reporting and activity monitoring.
We now have a single solution that is not only our tailor-made CRM, but also enables us to manage everything that a conventional CRM wouldn't: tours, projects, tasks, team planning.
For example, advanced automations manage contracts by triggering renewal or invoicing processes, mission orders at defined intervals for analyses, and so on. Employees can plan their collection rounds and follow up laboratory analyses with new simplicity.