About the customer
The company is the leading identity security expert in the Nordics, helping organizations protect and control their digital identities, from data breaches and modern IT threats to digital trust in an increasingly digital world.
The challenge
The CRM was built in monday.com, but processes and workflows were not working efficiently: it was hard to automate tasks, track customer interactions and manage growing complexity. The discovery phase showed that several critical features were missing, and that the team was unaware of functionality that could significantly improve the workflow.
The solution
- Centralized CRMall customer interactions, data governance and workflows on one unified platform.
- Automated task managementless manual work and smoother handling of leads, sales and customer communication.
- Reporting & segmentationthe team prioritizes high-value customers and directs resources where they make the most impact.
The result: a significant boost in productivity, a better customer experience and a CRM that supports the growth targets, with security and compliance standards met.
