Integrated CRM system to improve efficiency and compliance

Consolidated fragmented communication tools into a single CRM to enhance analytics and reduce operational overhead.

The organization

Clean Cities | Climate/Nonprofit | Europe-based | European initiative backed by Transport & Environment | ~ 20+ employees


The challenge

The client faced major challenges with their existing platform: it was difficult to use, lacked team adoption, and didn’t provide the data insights needed for smart campaign decisions. They also struggled with GDPR compliance and audience segmentation. To make matters worse, the tool came with a steep price tag that delivered little return on investment.


The solution

I led the assessment and implementation of a unified CRM platform:

  • Audited tools and workflows across departments
  • Advised on data standardization
  • Selected and implemented a centralized CRM solution
  • Conducted data cleansing, data migration, team training and change management sessions
  • Built custom educational content

🩵 Impact

  • 40% reduction in time spent on communication and data tasks
  • 98% satisfaction score post-training
  • 100% user adoption within two months

Highlights

  • Strong change management enabled rapid adoption
  • Demonstrated expertise in MarTech and ops alignment
  • Delivered immediate efficiency gains through tooling

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