Manufacturing · Internal workflow
A CRM that keeps legacy relationships intact
An equipment manufacturer needed to replace its CRM without losing how companies, locations, and contacts connect. IMSKC mapped the legacy data and built the new platform around the sales team’s workflows.
- Company, location, and contact relationships
- Company merging that carries locations and their contacts
- Bill To, Ship To, and Sold To location transfers
- Familiar navigation with data-entry checks
