CMC was growing rapidly and was struggling to keep up with demand using their current CRM system and manual mailings.
Designed a new linear process that would greatly increase efficiency by decreasing all the manual tasks that staff members were needing to perform. We worked with their current CRM provider to get the process built and created a migration process to get them transferred across to the new process.
We outsourced all mailing to a third party that would deal with inbound and outbound post. This was then integrated with their CRM system so staff could send and receive letters all through the CRM.