Group-wide CRM confidence: harmonising sales tools and data for a global petrochemicals company
Validated
CRM tool selection
Designed
Architecture & operating model
Confident
Local units to adopt
The challengeA global petrochemicals company needed expert support to validate, architect and roll out a new CRM tool across non-B2C business units globally.
Service lines
Marketing TechnologyStrategy & Transformation
The outcomeCRM tool selection validated; architecture, data model and operating model designed; local units empowered to adopt the new capability with confidence.
Client Situation
- The client set out to harmonise CRM tools across its non-B2C business units worldwide. Having selected a preferred tool through a formal evaluation, it wanted that choice validated, and expert help designing the architecture, data model and operating model, with support tailored to the distinct needs and maturity of each local business unit.
Our Contribution
- Validated the CRM selection against requirements gathered from business units across the group.
- Designed the architecture, data model and operating model for group-wide rollout.
- Worked with local business units to assess migration impact, tailor adoption plans and build confidence in the new capability.
- Connected business units around shared ways of working, including introducing AI-supported decision-making to help leaders prioritise and act on the newly harmonised data.
Results
- Confidence at group and business-unit level to proceed with the selection and rollout.
- A solid foundation for implementation: architecture, data model and operating model designed and agreed.
- Local units equipped to adopt the new CRM capability, with alignment and collaboration across the organisation maximising the value of the change.
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Loop Horizon's involvement has brought tremendous momentum to our digital programmes.Digital Operations Manager