RiskBase helps organizations meet the requirements of the Fire Safety Act and the UK Fire Safety Regulations. With its mobile app, it helps customers navigate a complex regulatory landscape.

The major challenge was the inefficiency of tracking the ever-increasing number of prospects from a variety of channels. The absence of a centralized platform made it difficult to trace the entire sales cycle: from initial contact to onboarding, via platform demo and ongoing customer account management. This fragmentation led to lost information, inconsistent follow-ups and a fragmented view of customer engagement.

At the same time, each new customer required the implementation of a customized onboarding project on the mobile application, and the tracking of these multiple projects was also disorganized. RiskBase's pressing need was to implement a fully integrated and structured sales management and customer onboarding project tracking solution, in order to turn a growth opportunity into an operational success.

To meet these challenges, the solution implemented was Monday CRM, a comprehensive platform that transcends the functionality of a traditional CRM. This enabled us to integrate not only the entire sales cycle - from lead acquisition to opportunity management - but also all the essential post-sales steps, such as onboarding project follow-up, in-depth account management and customer support.

Thanks to Monday CRM, RiskBase has structured its prospecting and optimized its customers' purchasing path, gaining in fluidity and consistency, with impeccable customer follow-up.