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🎉 NAKS Digital Consulting is now StrategyWiz Consulting • Same Team • Same Expertise • Same Commitment • Welcome to Our New Website 🎉 NAKS Digital Consulting is now StrategyWiz Consulting • Same Team • Same Expertise • Same Commitment • Welcome to Our New Website 🎉 NAKS Digital Consulting is now StrategyWiz Consulting • Same Team • Same Expertise • Same Commitment • Welcome to Our New Website
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Digital Transformation Using Customization & Integration of CRM and CMS

Client Success Stories

Digital Transformation Using Customization & Integration of CRM and CMS

About the Client

Global Impact: Supporting SMEs with Specialized Services and Solutions

The client is a nonprofit organization founded in 1980 that operates across the world, fostering and promoting SMEs providing them with a broad range of highly specialized services and solutions.

Key Outcomes

3 Months

100% Digitization of all offline members

>1 Min

Time to become a member

100%

Events and campaign management

Organization Identified Their Process Shortcomings But Had No Digitally-Supported Mechanism To Enhance Productivity. The Challenges The Organization Was Facing Were
  • Manual information management meant heavy dependencies on certain individuals.​
  • No vision on how to automate membership management, member outreach, events organizations, campaign management.
  • Offline management of important aspects including proposal lifecycle, publication management .
  • Completely offline internal communication​.
  • Fairly limited document management and knowledge organization.
  • Provided a Commercial CRM with custom objects for their services.
    ​
  • Customized a CRM to enable the team to manage information and tracking of members and their activities, and for inter organizational communications.
  • Enabled integration between CRM and the website.
  • Designed and developed a user-friendly website using a CMS and established integration with the backend.
  • Created pipelines to track proposals and publications inside the CRM itself and Integrated publications with the website.
  • Conducted end-user training sessions to ensure an effective rollout and adoption by the organization members.
  • Automated the processes that helped in eliminating individual dependencies.​
  • Made the staff able to cope up with newly implemented technologies.
  • Increase in the quality of customer relations.
  • Efficient and easy data /information management.
  • Automated the member creation from website and the information storage.
  • Minimized the delays and dependencies for proposals and publications.
Client Success Stories

What Our Clients Say

A firsthand perspective on the challenges, collaboration, and outcomes achieved through this transformation initiative.

Working with StrategyWiz has been a breath of fresh air. They're reliable, solution-driven, and always meet deadlines. Their proactive approach and integrity set them apart. Above all, they're great people, making business challenges easier to handle. Highly recommend!
Ricky Blair
Founder of The Mentoring Platorm
The customized CRM solution they developed has revolutionized our business processes, allowing us to streamline operations and enhance customer engagement. The integration was seamless, and the software's intuitive design has significantly improved our team's productivity.
John Miller
What truly sets StrategyWiz apart is their commitment to understanding our unique requirements and delivering a solution tailored specifically to our needs. Their support team has been incredibly responsive and helpful, ensuring that any issues are promptly addressed.
Jen Osmani
We are thrilled with the exceptional service provided by StrategyWiz Consulting for our CRM integration and customized software needs. From the initial consultation to the final implementation, their team demonstrated unparalleled expertise and dedication.
Addy Simmons
StrategyWiz has been a great partner in our overall digital strategy. We highly recommend their services to any company looking for top-notch digital solutions.
Virginia Anderson
Vice President, Advanced Imaging Systems Inc

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