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Digital Transformation

Twenty years of data chaos become a complete CRM and sales system.

Measurement Technology Manufacturer, TyrolLive
9,253records cleaned
80%emails auto-attributed
55+locations mapped
The Situation

For two decades, customers, orders, and emails lay scattered: hundreds of PDFs, Excel files, Outlook folders. Everyone knew something, no one knew everything. There was no central view of the customer, no reliable revenue analysis, no transparent pipeline.

Twenty years of business sat in the data — only no one could reach it anymore. What looked like an archive was really dead capital.

„Twenty years of business sat in the data — only no one could reach it anymore.“
The Approach

Before you introduce a CRM, you have to make the past legible. The core of the project wasn’t the dashboard but the cleanup: turning unstructured sprawl into a clean, reliable data foundation.

Only on that foundation does a CRM make sense — otherwise you just digitize the chaos.

What We Built
  1. Automated data cleanup

    9,253 historical records from PDFs, Excel, and Outlook cleaned and merged automatically — into a single, consistent customer database.

  2. A CRM dashboard with email attribution

    A modern dashboard that intelligently attributes historical emails to the right customer — twenty years of correspondence become findable again.

  3. An interactive DACH map

    Over 55 customer locations on a map — a database becomes a sales argument you can see.

What the Client Gained
  • Twenty years of Excel and PDF data consolidated into one central system.
  • Top 20 key accounts and 65% core revenue visible at the push of a button for the first time.
  • 80% of historical emails automatically attributed to the correct customer.
  • Over 55 customer locations visualized as a sales argument.
Learnings

Data projects rarely fail on technology and almost always on legacy baggage. The value wasn’t in the slick dashboard but in the invisible work before it: making those 9,253 records reliable in the first place. Skip that step and you build a beautiful window in front of an untidy house.

← Previous690 orderable product variants — without a single sales call.Next →A complete website rebuild. 23 pages. 3.5 weeks.

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