Case study ยท Premium services

Catherwood:
CRM for high-value consultative sales

We centralized commercial follow-up, reservations, payments and reporting so premium experiences no longer depended on scattered spreadsheets.

Catherwood: CRM for high-value consultative sales
30%faster quotes
40%less admin time
24/7automated attention
1visible pipeline

Cases

Challenge

The team operated with information split across messages, spreadsheets and manual follow-up. Consultative sales needed traceability without losing personal service.

Solution

We designed a Zoho commercial flow with clear stages, follow-up automations, reservation control and executive dashboards for pipeline, payments and next steps.

Impact

  • Commercial pipeline with visible ownership
  • Quotes and follow-up with less manual work
  • Executive indicators to decide weekly priorities

Stack

Zoho CRMZoho OnePower BICommercial automation
Other cases

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