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.

The result?
❌ Lost opportunities due to fragmented data
❌ High recurring subscription costs
❌ Inefficient lead-to-order management

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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