Azimut Direct, a fintech firm based mostly in Italy, encountered important challenges in managing its gross sales operations and gaining complete visibility into its buyer information.
The corporate, totally owned by Azimut Group, confronted limitations on account of handbook workflows and scattered data programs, which created inefficiencies and hindered development. Searching for an answer that might centralize information, streamline workflows, and enhance productiveness, Azimut Direct turned to SugarCRM, a buyer relationship administration (CRM) platform recognized for its highly effective automation and integration capabilities. Implemented by Impresoft Engage and strongly custom-made by Azimut Direct’s growth group, SugarCRM has turn into a central power in remodeling Azimut Direct’s method to information administration, collaboration, and buyer engagement.
Embracing CRM Adoption to Overcome Operational Challenges
As a key participant in Italy’s fintech sector, Azimut Direct gives different financing options for small and medium-sized enterprises (SMEs) by means of companies like direct lending, M&A, personal fairness and bonds. By connecting firms with institutional traders, Azimut Direct helps SMEs in elevating the capital they want for development and growth.
Nonetheless, as demand for these companies elevated, Azimut’s gross sales and data management processes struggled to maintain up with the quantity and complexity of monetary transactions.
1. CRM Adoption to Meet the Wants of a Rising Fintech Agency
For Azimut Direct, CRM adoption was greater than a technological improve—it was a strategic necessity to assist its increasing enterprise mannequin. Given the necessity to give fast responses to an growing variety of shoppers’ requests, the corporate wanted a system that might deal with huge volumes of monetary and buyer information whereas enhancing effectivity and accuracy. The corporate wanted a digital resolution able to centralizing information storage, historic information, and indexing to offer the gross sales group with an entire view of every consumer, guaranteeing constant and high-quality data move.
SugarCRM proved to be the best CRM alternative on account of its capability to combine easily with Azimut’s present programs, providing a complete, accessible, and arranged repository of buyer data. This CRM adoption enabled Azimut Direct to standardize workflows and guarantee information consistency throughout groups, fostering a extra coordinated method to managing client relationships and bettering the general buyer expertise.
“What we would have liked was a digital resolution able to storing firm information, retaining historic information, and indexing them to create purposeful profiles, in order to create a regular report for our gross sales groups containing all the mandatory data to facilitate the matching course of.”
-Alessandro M., Chief Working Officer, Azimut Direct
2. Streamlined Operations Via SugarCRM
Impresoft Have interaction´s experience in digital options and CRM deployment performed a key position in Azimut Direct’s profitable adoption of SugarCRM. After an intensive evaluation of Azimut’s wants, Impresoft Have interaction supported Azimut Direct’s growth group to tailor SugarCRM to optimize the corporate’s processes, offering instruments that allowed for quicker data exchanges, cross-departmental collaboration, and enhanced information accessibility.
With SugarCRM, Azimut Direct might lastly undertake a unified platform, the place buyer and monetary information may very well be effectively saved, listed, and shared in real-time.
Via CRM adoption, Azimut Direct gained the flexibility to automate key processes similar to deal classification, administration reporting, and information monitoring. SugarCRM’s centralization of each day information administration workflows offered the corporate with a structured framework for dealing with advanced transactions. This streamlined method allowed groups to work cohesively, eliminating the necessity for time-consuming e-mail exchanges and decreasing the potential for miscommunication. With all vital information centralized inside SugarCRM, Azimut Direct’s employees could access information when and where they needed it, empowering them to reply shortly and precisely to consumer wants.
3. Gross sales Automation and Effectivity Positive aspects: 650 Hours Saved Yearly
The impression of CRM adoption on Azimut Direct’s productiveness was transformative. By automating routine duties and minimizing handbook information entry, SugarCRM saved the corporate 650 hours of administrative work every year. This important time financial savings allowed group members to give attention to higher-value actions, similar to nurturing buyer relationships, figuring out development alternatives, and supporting strategic initiatives. The discount in handbook workloads additionally diminished human error, contributing to a extra constant and dependable workflow.
“The power of SugarCRM undoubtedly lies in its flexibility and scalability. In a consistently evolving market like fintech, it’s unattainable to not take into account the necessity to evolve alongside it. Digital instruments should essentially adapt, to keep away from making a closed system with restricted sturdiness.”
-Stefano B., Govt Director, Impresoft Have interaction
SugarCRM’s automation instruments empowered Azimut Direct’s salesforce with real-time access to KPIs, work exercise information, and timelines, which may very well be shortly reviewed by means of personalised dashboards. Every salesperson in addition to the administration group might monitor deal progress, upcoming conferences, and income pipeline with ease. These automated options not solely elevated particular person productiveness but in addition strengthened the corporate’s capability to trace and obtain gross sales targets.
“If it’s not within the CRM, it doesn’t exist!”
– Mattia G., Supervisor, Azimut Direct
4. CRM as a Catalyst for Scaling Operations and Enterprise Development
Azimut Direct’s CRM adoption extends past present wants, positioning the corporate for long-term scalability and suppleness in its operations. With SugarCRM, Azimut is now outfitted to assist a broader consumer base and handle the next quantity of transactions, which is important within the fast-evolving fintech panorama. The CRM’s flexibility and integration capabilities make sure that Azimut Direct’s programs stay adaptable, permitting the corporate to proceed evolving in response to new challenges and alternatives.
One of many key forward-looking advantages of Azimut’s CRM adoption is the flexibility to reverse its enterprise mannequin by figuring out high-potential firms proactively and presenting them to traders. This method opens new enterprise alternatives including worth for each shoppers and traders.
5. Enhanced Buyer Perception and Relationship Administration
Past the operational efficiencies, Azimut Direct’s adoption of SugarCRM considerably improved its buyer relationship administration. SugarCRM’s customizable dashboards and reporting instruments present Azimut with a transparent view of consumer interactions and deal statuses, enabling the corporate to keep up a constant and personalised method in its consumer relationships. With quick entry to a consumer’s full historical past and present engagement standing, Azimut’s group can present tailor-made options that align with every consumer’s monetary wants and aims.
As Azimut Direct grows, SugarCRM will proceed to play a central position in serving to the corporate to stay agile, adapting its workflows and information administration processes because it scales.
The Strategic Worth of CRM Adoption
Azimut Direct’s journey with SugarCRM illustrates the strategic worth of CRM adoption within the fintech trade. CRM programs, notably these with sturdy automation and integration capabilities, empower firms to handle information, streamline operations, and improve buyer relationships extra successfully.
As fintech continues to evolve, CRM adoption will stay a vital factor in supporting scalability, effectivity, and customer-centricity throughout the sector. Azimut Direct’s success with SugarCRM highlights how a well-chosen and applied CRM system can drive each quick operational enhancements and long-term strategic development, providing a strong instance for different firms seeking to embrace digital transformation.
If you wish to be taught extra about how leveraging the fitting CRM resolution might show you how to streamline operations and speed up your gross sales processes, take heed to our newest Fuel Growth Podcast episode, Building a Successful CRM Strategy with Aadil Ahmed, EIS.
Mihaela Chiurtu
As a Advertising and marketing Content material Author, Mihaela is keen about branding, content material methods, and buyer interactions. When exterior the workplace, Mihaela is a Netflix binge-watcher, skincare geek, and music lover.
