Case Study - Retention Marketing for eCommerce Clients
We developed a custom CRM solution to help BS&Co track their customer interactions and optimize their sales process.
- Client
- BS&Co
- Year
- Service
- CRM Implentation, Custom Solutions for CRM Process, Lead Generation, KPI Tracking
Overview
Facing a unique challenge, BS&Co needed custom solutions for their CRM process. They were struggling to see what was going on with customers and because of this, they were losing money.
They struggled to know when customers weren't paying invoices, when they had last been billed, they couldn't see thier most valuable clients, and account managers & execs weren't billing clients for work done. Additionally, they didn't have insight into the profitability of different service lines.
To fix this, we created a custom integration using Stripe, their CRM, python, and AWS. This backed up their billing into their CRM, created custom reports for the information they needed, and helped their sales team implement a process to properly capture & bill customers.
What we did
- Custom CRM Solutions Build
- Billing Automation
- Sales Process Optimization
Working with PGS, we felt like they actually took the time to understand our business. They weren't just trying to get it done, they were trying to make it work.
Co-Founder of BS&Co
- Less traffic
- 25%
- Page load times
- 10x
- Higher infra costs
- 15%
- Legal fees
- $1.2M