B2B SaaS

Unifying Sales and Support with Seamless CRM Integration

How we helped a B2B SaaS company streamline their entire customer journey from lead capture to retention.

Project Overview

A rapidly growing B2B SaaS platform needed to unify their sales and support operations through intelligent CRM integration.

The Challenge

  • Disconnected sales and support systems
  • Manual data entry causing delays
  • Lack of customer journey visibility
  • Inefficient lead management process

The Cruzix Approach

Technology Stack

Salesforce Node.js REST APIs Custom Integration

Implementation Strategy

  • Unified CRM architecture
  • Automated data synchronization
  • Custom workflow automation
  • Real-time reporting dashboard

Results & Impact

85%

Faster Response Time

60%

More Efficient Process

35%

Higher Close Rate

"The CRM integration Cruzix delivered has transformed our operations. We now have a single source of truth and our teams are working more efficiently than ever."

Director of Sales

B2B SaaS Company

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