Ritual · Restaurant tech
CRM, marketing, billing and in-person bookings on one integration layer.
- 22
- hours saved in administration and routing time per week
- 4
- systems on one integration layer: CRM, marketing, billing, bookings
Why
Four systems that each held a different version of the customer. Billing said one thing, the CRM said another, the bookings system a third. Support looked in all three to answer one question.
How
Architected the integration layer across CRM, marketing, billing and in-person bookings so a customer, a booking and a payment were the same record everywhere.
What
- One customer record across CRM, marketing, billing and bookings. Closed-won and paid mean the same thing.
- 22 hours a week back from administration and routing. Support answers from one record instead of three.
- Booking status and payment history sit on the customer record, so marketing and support see the same history.
More results
TCGWhere deals slip
+$44k revenue recovered in two weeks. 50 hours of sales time back every week.
- AI reply triage✓
- 50 hours of reps time back per week✓
- Never lose a single deal✓
- Retired unused tools✓
- CRM as single source of truth✓
TOTAL+$44k in 2 wks
Fashion partnerships agency, New YorkRead the case study →
C/OWhere customers come from
Cut $62,961 of marketing spend to make $1.1m in sales
- Redirected spend to highest ROI campaign✓
- Drove $1.1m in sales✓
- One definition of revenue, one quota basis✓
- Tracking marketing to sales handoff✓
TOTAL$62,961 cut
Managed services provider, cloud infrastructureRead the case study →