Transforming Client Management: How Sangam CRM Revolutionized Acumen Business Catalyst's Operations

**Company**

Acumen Business Catalyst is a pioneering leader in the realm of business consulting and training services, with a strong market presence in India and abroad. From large conglomerates to startups, SMEs, and family-run businesses, Acumen caters to a diverse clientele across industries including Manufacturing, Real Estate, FMCG, Telecom, Automotive, and Pharmaceuticals. With over two and a half decades of experience, Acumen is highly sought-after for its expertise, ability to customise and deliver excellence to their clients.

**Challenges**

Acumen, having been in business for over two decades with an exhaustive client list, faced a challenge in managing and following up on multiple leads for training and consulting services from both existing and new clients. Despite having processes in place as consultants, they lacked the necessary tools to streamline these tasks efficiently.

**Solution**

We saw that Sangam CRM could seamlessly align the various opportunities being generated by Acumen. Since **Sangam CRM is a no-code to low-code solution,** we could design additional reports to ease payment collection. We proposed grouping companies and assigning them to salespersons for better management of current, dead, or revived opportunities with complete and timely interaction notes. The suggestions were mutually agreed upon and Acumen swiftly adopted **Sangam CRM within a mere 2 weeks.

**Success**

There was a visible improvement in customer communications and the sales cycle, particularly in terms of proposal preparations. The reports prepared for payment collection, accompanied by charts, significantly improved their understanding of cash flow dynamics. As a result, Acumen's Monday review meetings became effective and productive.**Experience and Learning**The Acumen Team, being a group of consultants, were experienced and sharp. This made concepts easy to explain, and their adaptability to the changes was rather quick. We learnt a number of sales concepts from this assignment which will help us implement Sangam CRM with other prospects. Their requirements for payment collection charts pushed us to learn some hidden features and capabilities of **Sangam CRM.

**#CRM #BusinessEfficiency

@Ravi Mishra - Community Manager

@Kamal Paryani

@Mohsin Shaikh

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