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    BARRI.CC

    Exxelia Custom Notion e-CRM

    Custom-Built Notion e-CRM: Driving Sales Adoption and Efficiency at Exxelia Through Intuitive Design and Automation

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    Proactively addressed the critical lack of a CRM by developing a highly intuitive and automated system within Notion, leveraging Make for seamless lead management, thereby ensuring high adoption by a traditional sales team and enabling effective marketing strategy piloting.

    Notion | Make (formerly Integromat) | Google Sheets (initial phase) | Groq | Llama 3.1 | Clearbit | HubSpot (used as a Data Hub and for advanced tracking via the Form feature, not as the primary CRM)

    Overcame the significant challenge of operating without a dedicated e-CRM and initial reluctance from management to invest in standard platforms. Successfully addressed the need for a user-friendly solution tailored to a sales team with varying digital literacy, ensuring high adoption where complex systems like HubSpot might have failed. This custom solution effectively managed a growing volume of leads, automating their capture and distribution, and providing a clear framework for sales follow-up and marketing performance tracking.

    #AI & DATA FOR GROWTH MARKETING

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    #AI & DATA FOR GROWTH MARKETING

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    #AI & DATA FOR GROWTH MARKETING

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    #AI & DATA FOR GROWTH MARKETING

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    #AI & DATA FOR GROWTH MARKETING

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    #AI & DATA FOR GROWTH MARKETING

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    ✦ My Process

    In-depth Audit

    I begin with a data-driven audit to understand your business, systems, and goals.

    Strategy and Planning

    I craft a tailored plan focused on impactful, goal-aligned solutions.

    Integration

    I implement and integrate the solution seamlessly into your workflows.

    Key Features

    Developed a fully customized CRM system using Notion, tailored precisely to Exxelia's sales processes and user needs.

    Designed with extreme intuitiveness and ease-of-use as a core principle, specifically to accommodate sales team members less familiar with digital tools.

    Implemented robust automation with Make.com, ensuring new leads were automatically populated into Notion and routed to the correct sales pipeline.

    Equipped each lead entry with all pertinent information, streamlining the follow-up process for the sales team.

    Simplified task management for sales representatives, requiring them only to update the status of their assigned lead "tiles" or entries in Notion.

    Successfully scaled from an initial Google Sheets-based tracking system to the more dynamic Notion CRM as lead volume increased.

    Project Metrics

    98%

    Sales Team Adoption Rate

    -80%

    Reduction in Lead Processing Time

    2x

    Improvement in Lead Follow-up

    748

    Number of Leads Successfully Managed

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    Every digital success starts with a strategy.
    Let's talk about yours.