Before
Since the early 2000s, the whole sales team had depended on one large Excel file full of macros. It still worked, but every change was risky, and the data lived on its own, away from the CRM.
Macro-filled Excel → web app
Excel to web app, integrated with the CRM
Manufacturing company · Greater Montréal
After
A web app that replaces the Excel file and integrates directly with the company's CRM: sales work in one place, with the same data.