Case Study
Digitalising KPI Reporting with CRM Automation
2023-01-15
The Problem
Manual revenue reconciliations and KPI tracking consumed hours every week. Reports were inconsistent and often delivered late, preventing data-driven decisions.
The Solution
I digitalised the lead generation and KPI reporting pipeline by integrating Close CRM with Zapier workflows. Automated monthly billing reconciliations and created real-time dashboards for the team.
Reporting Efficiency Gain
What took 4 hours now takes 20 minutes — and it's more accurate.