How Brindicis Optimized Sales and Marketing Management with Priceless Consulting

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How Brindicis Optimized Sales and Marketing Management with Priceless Consulting

Sector

Personalized Gifts

Location

Portugal

Challenges

  • Sales Management
  • Customer Screening on the Website

Solution

  • Freshsales Suite Pro

About Brindicis

Founded in 2000, Brindicis Brindicis is a leading Portuguese company in the personalized gifts sector. With its own production and vast experience in the market, it serves a wide variety of sectors and is recognized for its quality and personalized approach to customer service. Brindicis has a young and dynamic team, focused on providing creative and effective solutions, and is the ideal choice for companies looking for gifts that reinforce their brand image.

Challenges

With its continued growth and success in the market, Brindicis began to face new challenges as it expanded its operations. The main obstacles included:

  • Sales Management: Salespeople were spending too much time on leads that weren’t ready to move forward, limiting their focus on more mature opportunities.
  • Customer Screening on the Website: Previously, there was no efficient process for screening and capturing customers on the website, which made it difficult to organize leads and create targeted marketing campaigns. However, with the construction of an automated bot, a solution is being implemented that will optimize this process, facilitating the management of leads and allowing for more precise segmentation for future marketing campaigns.

To keep up with the company's growth, Brindicis needed an integrated solution that would optimize its processes and increase operational efficiency, enabling effective sales and marketing management without compromising personalized service.

The Solution

THE Priceless Consulting worked closely with Brindicis to implement solutions tailored to its needs and objectives. After a detailed analysis of the company’s challenges and expectations, Priceless proposed the adoption of advanced CRM and marketing automation tools, which were implemented collaboratively and with constant monitoring.

  • Freshsales Suite Pro: A complete CRM from Freshworks, which offers integrated sales, marketing and customer service management. With automation, data analysis and integrated communication features, the system allows Brindicis to monitor the lifecycle of leads and personalize service.
Solution Selection Criteria

Brindicis' decision to opt for Freshsales Suite Pro was based on the following criteria:

  • Robust features: The need for a platform with sales automation, integrated management and detailed reports to facilitate decision-making.
  • Scalability: The ability to expand the system as the company grows.
  • Personalization: The possibility of adapting the platform to Brindicis’ specific needs.
  • Data Analysis: Access detailed reports to optimize business strategies and improve performance.
Implementation Process

The implementation was carefully planned to ensure a smooth and effective transition. Priceless Consulting worked closely with Brindicis throughout the process, listening to their needs and adjusting solutions in real time so that the client had full visibility and control over each step. Key actions included:

  • Creating Workflows and Automations: Workflows and automations were built into Freshsales Suite Pro to streamline the lead follow-up process. This automation allowed salespeople to focus their energy on more advanced opportunities, increasing efficiency and reducing time spent on unqualified leads.
  • Integrating a Bot into the Website: A bot is being developed for Brindicis’ website to automate customer triage. Once implemented, the bot will automatically register contacts in the CRM, identify customer interests and create sales opportunities. This solution aims to facilitate lead management and contribute to the creation of more effective marketing campaigns.

During implementation, Priceless Consulting ensured that each new functionality was seamlessly integrated into Brindicis’ daily operations, minimizing disruptions and maintaining close monitoring for any necessary adjustments.

Results and Benefits

After implementing Priceless Consulting's solutions, Brindicis experienced significant improvements in its sales and marketing operations:

  • Sales Time Optimization: With the new automated workflows, salespeople were able to focus exclusively on more qualified and advanced leads, increasing productivity and the volume of closed business.
  • More Informed Decisions: Detailed reporting and analytics tools provided clear insight into operations, allowing Brindicis to adjust its sales and marketing strategies based on real-time, hard data.
  • Greater Operational Efficiency: Integrating sales, marketing and customer service into a single system has simplified day-to-day operations management, reducing complexity and increasing coordination between teams.
  • Improved Lead Management: With the ongoing development of the website bot, Brindicis expects to significantly improve customer triage, which will allow for more organized lead generation and management. Once complete, the bot should create leads in an automated manner, saving time and increasing the efficiency of marketing campaigns.
Conclusion

The partnership between Brindicis and Priceless Consulting has resulted in a significant transformation in the way the company manages its sales and marketing operations. Implementing the Freshsales Suite Pro solution has enabled Brindicis to streamline its processes, focus on qualified leads, and make strategic, data-driven decisions. With a more efficient and informed team, Brindicis is now better equipped to continue its growth while maintaining its reputation for excellent customer service and innovation in personalized gifts.

Revolutionize Marketing and Sales Management with Priceless Consulting and Freshsales

As Freshworks Gold Partners, We offer customized implementation and dedicated support for companies in Portugal, Brazil, Spain, the UK and England. Benefit from expert consulting, dedicated training and ongoing monitoring to maximize the return on your investment.

Choose Priceless Consulting for efficient service management and seamless integration.