CRM System Enhancement

CRM System Enhancement - Success Story

Transforming operations and delivering exceptional results through innovative solutions.

Client Overview

Client TypeSMB
IndustryRetail
RegionUS
Team TypeSales & Marketing Team

Challenge

Before Oscorm, the client struggled with:

  • Highly manual, error-prone, and time-consuming operations
  • Disorganized documentation and inconsistent task executions
  • Lack of visibility into workload, productivity, or bottlenecks
  • High costs associated with expanding hiring and onboarding
  • Frequent errors in data entry, re-keying, and reporting

Executive Summary

The company faced significant operational inefficiencies, leading to delays within teams and struggles to maintain compliance across various markets by missing deadlines.

Goals

Main Goals

  • Reduce manual and error-prone work
  • Improve accuracy and consistency in daily admin tasks
  • Increase visibility into task progress and productivity
  • Build a scalable back-office support system
  • Strengthen cross-team communication and information flow

KPIs (Key Performance Indicators)

  • Time to hire: 4-6 weeks -> 48 hours
  • Error rate: Frequent -> 0%
  • Reporting accuracy: 60% -> 99% (audit-aligned)
  • Cost savings: 10-15%
  • Productivity: 2X more tasks completed / associate / week

Solution & Team Setup

Team Size

  • 1 Project Manager
  • 2 Admin Support Specialists
  • 1 QA Specialist
  • 1 Documentation Specialist
  • 1 Data Analyst

Model

Dedicated (Oscorm Managed Team)

Tools Used

  • Salesforce
  • HubSpot
  • Marketing Automation

AI Contribution

  • Daily activity summaries
  • Automated QA (99.9% accuracy) for documentation
  • Productivity tracking and insights
  • Intelligent resource allocation

Execution

Phases

Onboarding & Process Mapping

  • Documented all existing workflow
  • Identified bottlenecks and gaps, friction points

Workflow Redesign & Setup

  • Standardized all processes
  • Created operating procedures for recurring tasks

Daily Operations & Quality Control

  • Task queues, prioritization, and time-tracking
  • Automated quality checks and reporting

Training & Feedback Loop

  • Regular training and updates
  • Bi-weekly feedback sessions with team leads

QA, Client, & Weekly Demos

  • Weekly QA reviews
  • Weekly presentations of improvements and metrics

Transparency Features

  • Managed 100+ tasks daily
  • A complete audit trail per task
  • Real-time dashboard for accurate output and quality

Results

Quantitative Impact (within 9 months)

Time to hire:
4-6 weeks→48 hours
Errors:
60%→0%
Data quality:
60%→99% + real-time dashboard with 100% transparency
Cost savings:
High→10-15%
Output speed:
Slow→2-3x faster execution

Customer Outcomes

  • Operational overhead reduced by 70%
  • Streamlined documentation across 3 internal departments
  • Improved data accuracy and quality by 99%+
  • Automated monthly reporting saved 70+ hours per month
  • Improved turnaround time from 48 hours to under 12 hours

Client Quote

"Oscorm did not just give us efficiency – they rebuilt our entire operational backbone. The visibility, speed, and consistency have been game-changing."

Deliverables

  • Standardized SOP playbook
  • Automated reporting dashboards
  • 99.9% accurate data processing
  • Centralized admin workflows
  • Real-time task management and documentation

Timeline

Duration: 9 Months

Ramp-Up: 1 Month (Full Pod in 48 hours)

Phase 13 Months
Phase 23 Months
Phase 33 Months

Engagement Snapshot

Client LocationUnited States
IndustryRetail
Engagement TypeDedicated Pod (Managed by Oscorm)
Team Size1 Project Manager, 2 Admin Support
Key Team MembersSalesforce, HubSpot, Marketing Automation

Technologies Used

SalesforceHubSpotMarketing Automation
Back to Case Studies

Subscribe To Our Newsletter

Get the latest insights delivered to your inbox weekly