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The Affinity Group

CRM Implementation

A photo of two business working and holding documents

20

%

increase in conversion rates from inquiry to sale

The Challenge

The Affinity Group struggled to manage sales effectively across multiple spreadsheets, email inboxes, and brands.

The Solution

The Affinity Group engaged Illuminet, their strategic partner, to lead the initiative of finding a robust and scalable sales CRM solution. Illuminet conducted a thorough evaluation of various CRM solutions and presented a comprehensive recommendation paper outlining the benefits of implementing Pipedrive. Illuminet, in partnership with Evolve (Pipedrive CRM experts), embarked on a comprehensive journey to implement the CRM, ensuring seamless integration and maximum value for The Affinity Group.

 

Data migration was critical to ensure continuity and prevent data loss. Illuminet and Evolve leveraged their combined expertise techniques to facilitate a smooth transition, meticulously transferring data from existing systems to Pipedrive, while ensuring optimal data structure for enhanced usability and accuracy.

The Impact

The data migration process was seamless, allowing the Client to start working with the new system immediately.

 

The implementation of Pipedrive yielded impressive results, with a remarkable 20% increase in their conversion rate from inquiry to sale, a testament to the improved efficiency and streamlined processes facilitated by the new CRM.

 

Illuminet’s commitment to adding long-term value to The Affinity Group extended beyond the initial implementation, remaining actively engaged with Evolve to provide continuous support and optimisation services, refining processes, and harnessing Pipedrive’s features for sustainable growth. This ongoing partnership ensured that The Affinity Group was able to continuously adapt to meet growing business needs.

We can now easily see how many leads haven’t been contacted, or how many quotes have been sent but not followed up… It helps us understand what’s happening within our sales team and manage them accordingly.

 

 

Group Marketing Director

Want to learn more about this project?

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A 30 minute conversation to share our learnings

Contact our team

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+44 (0) 1202 022 937

enquiries@illuminetsolutions.com

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