Industry:
Management Consulting
Team Size:
18 professionals
Location:
United States
Timeline to Live:
28 days
Services Used:
CRM Automation + Business Process Automation
Primary Goal:
Rebuild CRM integrity and automate pipeline management
About the Client
A mid-sized management consulting firm serving enterprise clients across the US. Eighteen consultants and business development professionals using a CRM that had been implemented three years prior and never properly maintained — functioning more as an expensive contact list than a revenue management tool.
The Challenge
The CRM had been implemented with good intentions but minimal governance. Over three years, records had become duplicated, outdated, and inconsistently formatted. The team had gradually stopped updating it because manual effort didn’t fit their workflow. By the time the firm engaged Autogility, leadership was making revenue forecasts from a combination of the CRM, individual spreadsheets, and gut instinct.
- Over 40% of CRM records contained outdated or incorrect information
- Significant duplicate contacts — the same prospect appearing multiple times
- Pipeline stages not updated — deals sitting at stale stages for months
- No automated task creation — follow-ups missed because no one created the reminder
- Weekly pipeline reporting requiring 3+ hours of manual data compilation
The firm needed a CRM that updated itself, reflected reality, and gave leadership the confidence to make revenue decisions based on the data in front of them.
Our Approach
Before building any automation, we conducted a full data audit. The most important phase of the project and the one most firms skip. Every automation runs on data. If the data is wrong, the automation is wrong.
What We Built
A fully rebuilt, automated CRM — from clean data architecture through to real-time leadership dashboards.
The Results
Full deployment in 28 days. Impact on team efficiency and leadership confidence was immediate.
90%
Data Accuracy
4hrs
Saved Per Team Weekly
3hrs
Reporting Time Saved
100%
Pipeline Visibility
“We had a CRM. We just didn’t have a CRM that worked. The difference now is that I can open the dashboard and actually trust what I’m looking at. That changes everything about how we plan and make decisions.”
— Managing Director, Management Consulting Firm
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Your CRM Should Be an Asset — Not a Source of Doubt.
Book a consultation and we’ll audit your current CRM — show you what’s breaking and what an automated, reliable CRM looks like for your business.
Bring your biggest CRM frustration. That’s usually where we start.
