This rapidly growing company’s CRM had become a liability rather than an asset. Three years of aggressive lead generation had created a database with over 15,000 contacts—many duplicates, outdated information, and inconsistent data entry. Deal stages were unreliable, follow-up sequences were manual and often forgotten, and the sales team had lost trust in the system.
The marketing team was generating solid leads, but without proper data hygiene and automated nurturing, potential customers were falling through the cracks. The operations manager estimated they were losing 25-30% of qualified leads due to poor follow-up and data management issues.
Smart Taskflow designed a comprehensive CRM transformation system. We built automated workflows with data enrichment and contact verification capabilities. The system identifies and merges duplicate contacts, enriches profiles with current company information and contact details, and applies consistent tagging based on industry, company size, and engagement level.
We implemented intelligent lead scoring and automated nurture sequences that adapt based on prospect behavior. Custom notifications alert sales reps when high-value prospects take key actions, and automated follow-up emails are personalized using enriched contact data. The system also includes automated data validation to prevent future data quality issues.