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How Stamina Helped Fortis Digitals Build a Scalable CRM and Revenue Operations System
Fortis Digitals is a retail tech company providing an all-in-one POS and CRM solution for small and medium-sized businesses.
About Process
We started by reviewing Fortis Digitals' existing sales and customer management processes to identify inefficiencies, manual tasks, and gaps in visibility. Based on the audit, we implemented Pipedrive CRM as the central platform for managing leads, opportunities, and customer relationships.
We redesigned lead management workflows, automated repetitive sales activities, and integrated key business tools to ensure data flowed seamlessly across teams. The project also included customer engagement improvements, reporting enhancements, and team enablement, resulting in a more scalable and efficient revenue operation.
The problem
The company relied on disconnected processes and manual work to manage leads and customers. Limited visibility, inconsistent follow-ups, and lack of automation made it difficult to scale sales operations efficiently.
What we built
CRM System Implementation: Integration of Pipedrive CRM to optimize sales, marketing, and after-sales processes.
- Workflow Optimization: Comprehensive audit and strategic recommendations to enhance efficiency and streamline operations.
- Lead Management: Improved lead tracking and management to maximize conversion rates.
- Customer Engagement: Enhanced customer interaction strategies to build stronger loyalty programs.
- Automation & Productivity: Implementation of automation tools to boost productivity and sales performance.
- Integrations with other tools
Tools Implemented
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The Results
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