Manufacturing CRM & Stakeholder Management
4 mo
Duration
Full deployment
100%
Automated
Reporting workflows
Real-Time
Visibility
Across operations
What We Were Asked to Solve
A US-based forestry and manufacturing company had fragmented CRM workflows with no unified stakeholder management or sales pipeline visibility. Reporting required manual data consolidation from multiple sources, making decision-making slow and unreliable.
How We Delivered It
We customized Creatio workflows for stakeholder management, sales pipeline tracking, service operations, and reporting dashboards. Stakeholder profiles were built with engagement history and relationship mapping. Sales pipeline was configured with stage-based workflows and forecasting. Custom reporting dashboards gave leadership real-time visibility into operations.
Modules & Capabilities Delivered
Results & Impact
Better decision-making through accurate, real-time reporting
Improved stakeholder management with full engagement history
Unified sales pipeline with stage-based visibility
Eliminated manual data consolidation for reporting
Delivery Team
2 Developers, 1 PM, 1 BA
Duration
4 months
Platform
Creatio
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