With increasing demand for its solutions, Circle CVI is experiencing 30% year-on-year growth. To support this expansion and ensure customers continue to receive the level of service they expect, the company was keen to automate its processes.
With an integrated business platform
, Circle CVI has centralized information and implemented seamless workflows across the entire customer journey. This includes capturing and scoring leads, managing opportunities, and automating notifications when a sale is complete - for finance to invoice and support teams to start installation. Once an installation is completed, the company also sends out customer surveys via the platform to easily capture and analyse results.
“Every part of the business now uses Salesforce, including product, regulatory, sales, finance, marketing, support, and customer success teams,” says Christos Giantsis,
Global CRM Operations Manager. “It’s the epicentre of the business, helping us provide a digital customer experience and supporting all day-to-day and strategic business decisions.”