Reshaping Experiential Marketing with Custom CRM Solution

Since merging through acquisition, Impact XM has been functioning with two different project systems and accounting platforms fed by a Zoho CRM instance. Their Project Management tool captures and passes the time, material, and cost data to their Dynamics SL Instance. However, the system displayed issues handling multiple currencies, and the team also faced difficulties with its interface. Fingent’s extensive experience in reshaping businesses within the domain helped them recognize the need for an in-depth, thorough analysis of the company’s current project management process. Through constant collaboration with the team at Impact XM, Fingent crucially analyzed the company’s various departments, understanding their workflow and challenges. The analysis identified many drawbacks that were limiting the company’s full potential.

• Impact XM operated with complex and highly fragmented departments that relied on disparate systems. The
• company’s ecosystem included Zoho as the CRM, a purpose-built project management tool, and Microsoft SL to manage finances.
• The current ecosystem showed slack in automation, technology scalability, usability, adoption, process redundancy, software quality, and data management.
• These challenges inadvertently affected Impact XM’s technology utilization and limited their efficiency.
• Ineffective data management, limited functionality, and limited process efficiency challenges reduced productivity and added overhead costs for Impact XM.

Fingent recommended a Customized CRM Solution and a Project Management Tool catering to the client’s unique workflow. Unlike off-the-shelf products, this customized solution could easily scale with the company’s growing needs and help them automate their critical tasks, improve work collaboration, and enhance their technology utilization for better performance.

Impact XM was already using Microsoft tools to manage its business processes, including accounting, documenting, and inventories. Fingent proposed building a customized platform that could help them seamlessly integrate the latest Microsoft tools and leverage the latest features of MS.NET. An integrated platform could reduce their dependency on multiple platforms, streamline operations, and minimize maintenance costs.

Impact XM’s operations were highly dependent on disparate systems, which increased the firm’s complexities and added to their maintenance costs. With an integrated, tailor-made platform, they could now enhance their capabilities, make better decisions, utilize the best technologies, and scale with the growing market changes cost-effectively!

Fingent’s solution targeted solving the challenges of each department separately and not just the drawbacks of the organization as a whole. Their recommendations also focused on eliminating the slacks of their current technology system. These make the application more effective and groundbreaking for Impact XM. Fingent’s expertise with Microsoft enabled seamless integration to their existing systems, allowing an easy and hassle-free transition for Impact XM.

The custom solution is designed to enhance data management efficiency, business visibility, real-time tracking, and interdepartmental collaboration for Impact XM. Minimizing manual efforts, errors, and wastage of time, the custom application drives overall efficiency and productivity throughout the company. Accelerating experiential marketing capabilities and growth, Fingent’s custom software solution is now a trusted technology eco-system for Impact XM