Concentra #PowerUp! with Pracedo

Concentra solves organisations problems through data analytics. They use people data and business data to provide enriching insights to the workforce.

Concentra worked with an existing CRM which was outdated and proving costly to manage. They also had a lot of problems with poor data quality and poor user adoption, which created a cycle of both continuing to get worse. A new system was needed which would allow them to collect and analyse data on internal processes.

Salesforce was used to create a single source of truth, incorporating all aspects of the business from creating a lead to sending out the order. CPQ was used to build easy and accurate quotes which could be sent to and signed by a customer without ever needing to leave Salesforce. Multiple quote templates were built, which would automatically show the correct information depending on the customer’s needs. They also used Salesforce to assist with forecasting and to cut down on administrative tasks.

‘This has been a huge transformation project for us. What I liked about working with Pracedo was they understood us and they understood our business. I really liked that they saw this as a project together with us.’

Christina Judson (Senior Consultant)

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