Scaling Smarter: How a CRM Migration Transformed Evrotrust's Sales Efficiency
Evrotrust, a leader in digital identity solutions, faced CRM limitations and inefficient sales processes. We migrated them to Salesforce, automating workflows, optimizing lead routing, and improving data accuracy—boosting efficiency and scalability.
Challenges Faced
CRM Limitations Hindering Growth
Evrotrust’s existing CRM in Pipedrive lacked scalability and robust automation features, making it difficult for their sales team to manage high lead volumes efficiently.
Inefficient Lead Management & Routing
Without a structured lead routing system, leads were not being distributed optimally, leading to delays in follow-ups and lost opportunities.
Data Inconsistencies & Duplicates
The absence of proper data hygiene processes led to duplicate records, inconsistent lead data, and unreliable reporting, impacting sales decision-making.
What We Did
We started by analyzing Evrotrust’s existing CRM setup in Pipedrive to map their sales processes, lead management, and data workflows. Rather than just migrating data, we optimized their operations by integrating revenue operations best practices, including structured sales methodologies, automated lead routing, and data hygiene improvements. Our focus was on minimizing disruptions, ensuring 100% adoption, and enhancing CRM efficiency for scalable growth. Here’s how we achieved this:
Seamless CRM Migration to Salesforce
We executed a structured migration plan, ensuring zero data loss and minimal downtime, while fully leveraging Salesforce’s robust capabilities.
Implemented AIDA Sales Methodology
We embedded AIDA (Attention, Interest, Desire, Action) principles into the CRM to create a structured sales approach that improved pipeline efficiency.
Automated Lead Routing & Round-Robin Allocation
We introduced an automated lead routing system, ensuring leads were assigned to the right sales reps using a round-robin approach for fair distribution.
Data Hygiene & Duplicate Management
We implemented data validation, deduplication processes, and real-time checks to ensure clean and reliable CRM data.
Optimized Sales Workflows & Reporting
We customized Salesforce dashboards and reporting tools, giving leadership real-time visibility into sales performance, conversion rates, and pipeline health.
Results We Achieved
Evrotrust’s entire sales team successfully transitioned from Pipedrive to Salesforce with zero data loss, no downtime, and full adoption. Custom training and intuitive workflows ensured every sales rep fully embraced the new system from day one.
By automating lead capture, data enrichment, and pipeline updates, we eliminated 80% of manual CRM input, freeing up sales reps to focus on selling rather than administrative tasks. This also improved data accuracy and reporting reliability.
The implementation of automated lead routing and round-robin allocation cut response times in half, ensuring that every inbound lead was assigned to a sales rep instantly, increasing conversion potential and accelerating deal flow.
We were impressed by the smooth CRM migration and the impact of the revenue operations strategies. The automated lead distribution and data hygiene improvements have significantly boosted our efficiency, allowing our sales team to focus on closing deals rather than managing CRM issues.
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