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CASE STUDY

Streamlining CRM and Service Management

In this case study we showcase our expertise in offering reporting solutions for businesses dealing with data integration challenges.

The client operates within the CRM and service management industry, using Salesforce and monday.com in their operations. Their unique challenge stemmed from the complex integration of multiple systems, including 3CX for phone services. The task assigned to Tesylate was to centralise data from these sources and provide valuable insights to enhance decision-making.

Results and Benefits

  • Unified reporting system implemented in just six weeks
  • Real-time synchronisation of data from Salesforce and monday.com
  • Custom visuals and gauges created for accurate tracking of sales targets
  • Improved visibility into sales performance and service operations
  • Dynamic reporting dashboard displayed on office screens for live monitoring

Impact and Feedback

The unified reporting solution delivered by Tesylate has significantly enhanced the clients’ operational visibility and decision-making capabilities. By providing actionable insights and clear visualisations, our solution has empowered the client to make informed, data-driven decisions, driving efficiency and performance across their organisation.

Experience the Tesylate Advantage

Get in touch with our team to learn more about our capabilities and how we can drive meaningful impact for your business.

Experience the Tesylate difference and unlock the potential of your data.

SO WHAT’S NEXT?

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