Sometimes, technology isn’t the problem — the lack of structure is.
A leading manufacturing client approached us with a familiar challenge: They were using multiple CRM systems to manage leads, customers, and order follow-ups. Each team worked on different platforms, each process ran in isolation — and no one had a unified view of leads, opportunities, or customer data.
Project Overview
The Challenge
The result?
❌ Lost opportunities due to fragmented data
❌ High recurring subscription costs
❌ Inefficient lead-to-order management
Our Solution
At Swanhans, we didn’t start with “Which CRM is best?”
We started with “What does your business need to achieve?”
Our consulting team redefined the entire Lead-to-PO process, mapped every data dependency, and evaluated each CRM for:
- Integration with ERP & production planning
- Utilization of lead and opportunity data
- Cost, ease of use, and implementation efficiency
Finally, we designed a unified CRM roadmap aligned with the client’s business processes — turning technology chaos into structured growth.
Today, every lead flows seamlessly into production, and the management team has one source of truth for decision-making.
At Swanhans, we don’t just recommend systems — we align technology with purpose.
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