Prosperitas is a Krakow law firm specializing in mortgage-related legal matters. The firm needed a CRM system to streamline telemarketing operations, enhance call center workflows, and monitor employee performance. Primary goals included increasing lead acquisition efficiency, team oversight, sales process optimization, and lead qualification.
Enabling telemarketers to work in real time through systematic registration of customer data — and automatically qualifying leads for the sales team.
Implementation proceeded through workshops and analysis to identify client needs through team sessions and process mapping, followed by functional, integration and load testing, then optimization through gathered user feedback and iterative module improvements. The CRM enables process automation, enhanced analytics for tracking telemarketer effectiveness and call metrics, and automated lead selection to accelerate information flow to sales teams.
Key benefits achieved: increased productivity through task automation, improved conversion pathways via automated lead qualification, enhanced customer relationship management and personalization, advanced analytics for performance monitoring, scalable system architecture, and full GDPR compliance with data security.
CRM data helped identify the best calling hours — conversion increased by 35%.
