Forecast Creatives
Manufacturing · 2025

Toyama — CRM & Enquiry System

CRM setup, enquiry routing, and automated follow-ups for a B2B industrial supplier.

+64%

Follow-up rate

-3 days

Response time

100%

Leads tracked

2 mo

Engagement

The brief

What the client came to us with.

A B2B industrial supplier was losing enquiries because they were spread across email, WhatsApp, and phone calls. No CRM, no tracking, no follow-up system.

Key challenges

  • Enquiries lost across multiple channels
  • No CRM to track leads
  • Slow response time (avg 5+ days)
  • No visibility into sales pipeline

Our approach

How we solved it — step by step.

01

CRM Setup

Configured CRM for B2B enquiry workflow.

02

Enquiry Routing

Automated assignment to the right salesperson.

03

Follow-up Automation

Email + WhatsApp sequences for every enquiry.

04

Pipeline Setup

Stages, automation, and reporting for the sales team.

05

Integrations

Connected website, email, and billing.

06

Training

Trained the sales team on the new system.

Results

The numbers that mattered.

+64%

Follow-up rate

-3 days

Average response time

100%

Leads tracked in CRM

+28%

Enquiry-to-quote rate

What we delivered

CRM Setup

Configured for B2B workflow.

Enquiry Routing

Automatic assignment to sales.

Follow-up Automation

Email + WhatsApp sequences.

Pipeline Setup

Stages and reporting.

Integrations

Website, email, billing.

Training

Sales team enablement.

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