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Challenges
No common sales & marketing process
Undefined KPIs and metrics
Non-integrated Marketing Automation and CRM systems
Lack of clarity on best practices for setting up and using CRM
No system support to automate digital lead generation
Insufficient insights around market interventions
Lack of skills and resources to maintain and further develop CRM processes
SYSTEM
Salesforce Account engagement (Pardot) & Salesforce Sales Cloud
HEADQUARTERS
Linköping
NUMBER OF EMPLOYEES
50
OBSERVATION
SEK 33 MILLION
INDUSTRY
Technology in health/health care
TARGET GROUP
B2B
Salesforce Audit
The starting point for the work was to understand Amra's current situation, vision, challenges and opportunities.
With this in mind, we evaluated how Amra's Salesforce solution was set up and used, compared to Salesforce best practices. Recommended actions were planned, implemented and evaluated iteratively using KPIs and metrics over time with Amra.
Functional analysis
We analysed which functions were the highest priority to support operational activities. We then identified the need for external support to get the most important initiatives in place on time and on budget.
Implementation and evaluation
Finally, we implemented critical changes that contributed to a consistent and harmonious interface, increased platform security, improved data quality for insights and monitoring, etc.
After some follow-up, further adjustments were made together with Amra, as well as ongoing support for the CRM system.
Improved user experience
Consistent design and automation has delivered a high level of usability
Cost-effective system
Integrated Marketing Automation & CRM system within time and budget.
Increased time-to-value
With our ongoing CRM support, Amra can roll out new changes quickly, efficiently and scalably over time.
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