Project Industries: Marketing
Customized CRM Solution for Reshaping Experiential Marketing
Challenges:
Reliance on disparate systems, lack of automation, limited process efficiency, ineffective data management
Industry
Marketing
Solutions:
Implemented a customized CRM solution and a project management tool tailored to their unique workflow
Results:
Achieved significant improvements in overall efficiency, enhanced business visibility, real-time tracking capabilities, and improved interdepartmental collaboration
Location:
US
About the Client
Impact XM is a distinguished experiential marketing agency based in the US with over 50 years of industry expertise. Specializing in strategically driven and creatively focused marketing solutions, they enable both B2B and B2C companies to make a significant impact in the market through intuitive and engaging events, meetings, conferences, exhibits, and more.
In response to rapid market changes and organizational dynamics, Impact XM sought a capable technology partner to implement cutting-edge solutions to enhance operational effectiveness and meet evolving market demands.
Case Overview
Impact XM faced significant operational challenges following a merger, managing disparate project systems and accounting platforms through a complex integration. This limited their operational efficiency and growth potential.
Fingent recommended a customized CRM solution and a project management tool designed specifically to meet Impact XM's distinct needs. By automating critical tasks, enhancing collaboration, and optimizing technology utilization, the solution empowered the company’s performance and operational agility.
CHALLENGES
Roadblocks Faced in the Existing System
Operating with complex and highly fragmented departments that relied on disparate systems.
Reliance on Zoho CRM, with integration issues in handling multiple currencies.
Lack of automation across systems and process redundancy within workflows.
Increased overhead costs due to operational inefficiencies.
Technology scalability limitations.
SOLUTION
Fingent's Approach: Customized CRM Solution
Customized CRM Solution tailored to Impact XM's specific workflow requirements
Bespoke Project Management Tool designed for seamless integration with existing Microsoft tools
Integration of Microsoft tools for unified business process management
Minimization of maintenance costs through a consolidated and integrated platform
Automation of critical tasks to enhance operational efficiency
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BENEFITS
Making an Impact on Client Success
Fingent played a pivotal role in transforming Impact XM's operational landscape by delivering a tailored, integrated software solution. By addressing the complexities of their disparate systems and enhancing overall efficiency, Fingent enabled Impact XM to leverage cutting-edge technologies effectively. This custom platform not only streamlined their business processes but also fostered enhanced collaboration, real-time tracking, and data management capabilities.
Enhanced capabilities and decision-making through an integrated platform
Improved technology utilization and reduction in maintenance costs
Elimination of system inefficiencies and enhancement of application effectiveness
Seamless integration with existing Microsoft systems for hassle-free transition
Minimized manual efforts, errors, and time wastage for increased productivity
Centralized data management
Real-time tracking capabilities
Reduction in maintenance costs
Minimized manual efforts and errors
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Improving Workplace Efficiency and Employee Motivation with a Mobile App
How Fingent helped a leading internet marketing firm develop a mobile app to keep their employees motivated and encouraged through instant awards and appreciation
Pidgin
Industry
Marketing
Region
United States
Technologies
Android, iOS
About the Customer
The project was executed for Pidgin, a global marketing, web development, and design company based in Arizona. It is one of the largest internet marketing firms in the southwest and is known for transforming the online presence and performance of hundreds of national and international companies, by improving their web design, internet marketing, PR, web traffic, and brand development. In order to keep their employees motivated and encouraged, they wanted a platform through which they could instantly share appreciations and rewards.
Fingent’s Solution
Fingent proposed the idea of a mobile app to instantly gratify employees for their extraordinary performances with streamlined appraisals and in-job benefits. The app works in one of two ways- Cash Rewards & custom Kudos messages. With Cash Rewards, Managers can send cash to employees on the go, which hit their bank accounts instantly. With the app, anyone in the company can send custom appreciation messages to others. It thus allows employees to appreciate and encourage one another, making everyone happy.
How we helped our client
Complete accounting package.
Pre-paid card integration.
Employer to employee instant messaging and ACH transfer.
Instant cash transfer by selecting the employee’s name.
“The application that Fingent developed is excellent and has great visuals. The team explains their process thoroughly, makes changes that are requested promptly, and addresses bugs quickly and professionally.”
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