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Back to PortfolioWeb Development · 2024

CRM Consolidation for a Trading Company

Cartago Exports

Cartago Exports

The Challenge

Three regional sales teams tracked leads in separate spreadsheets, causing duplicate outreach and lost opportunities.

The Solution

We migrated all teams onto a single CRM instance, built automated lead routing, and trained staff across all three regions.

The Results

Zero duplicate lead contact incidents post-launch

Lead response time cut from 48hrs to under 4hrs

One unified pipeline across all regions

Technologies Used

HubSpotZapierNode.js

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