Platinium: Integration of CRM

PLATINIUM d.o.o.

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Year: 2024

Status:

Scope:

Type:

Circular economy, Digital transformation, Testing and validation of products, Design and product development

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Status:

Implementation of a CRM system for Platinium d.o.o., analysis of company needs, system optimization, and staff training.

Project Description

In 2024, FabLab BiH supported Platinium d.o.o., a marketing and promotion agency, in its digital transformation journey by implementing a Customer Relationship Management (CRM) solution. The project aimed to streamline internal processes, enhance communication with clients, and enable more effective segmentation, reporting, and sales management.

After analyzing the company’s pain points, including disorganized client tracking, manual data entry, limited segmentation, and lack of centralized information, FabLab proposed a structured solution. Several CRM platforms were reviewed (HubSpot, Salesforce, ARATEG, Intrix CRM), and Intrix CRM was selected due to its adaptability, local language support, and full feature compatibility with company needs.

The project involved requirement analysis, stakeholder workshops, demo testing, system validation, and employee training. Intrix CRM was successfully integrated, improving team coordination, enhancing client interaction, and enabling further expansion toward a Web Shop and B2C sales.