The challenge
The starting point
Managing teams spread across 9 countries and more than 2,500 users without a common platform creates friction on every front: data fragmented by region, processes run differently in each country and leadership unable to see the operation as a whole.
At that scale, every inconsistency multiplies. The client needed a CRM that would organize team management and grow with the operation, not fall short at the first jump in volume.
The approach
How we approached it
At a multinational scale, every inconsistency multiplies. The decision was to standardize how 9 countries operate on a single platform, instead of patching each region.
COBIZ embedded as the project's technical reference, focused on growing the account, not as an isolated external vendor.
The solution
What we did with COBIZ
COBIZ led the implementation as the project's technical reference:
- End-to-end CRM platform implementation for team management at a multinational scale.
- Multi-country standardization: we unified how 9 countries operate on a single platform, with consistent data and comparable processes.
- A dedicated COBIZ team embedded directly with the client, not as an isolated external vendor but focused on growing the account.
- Vertical expansion: building on the results, we extended the platform into more than three of the client's verticals.
McKinsey: companies that apply customer analytics broadly are roughly twice as likely to beat their sector's average profitability. Unifying data in a single system is what makes it possible at scale.
Results
The impact
A unified operation at large scale:
- Unified operation across 9 countries, with consistent data.
- More than 2,500 users managed on a single platform.
- The account expanded into more than 3 different verticals.