From 50 scattered tables to one operating system
Connected CRM, request workflows, customer onboarding and analytics into one operating environment for a career-services product.
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Context
The draft CRM was not used, while customer and application data was spread across more than 50 tables. The company could not see the full customer story, the workload across teams or business trends.
What I did
- Redesigned the CRM in Coda, part of the Superhuman platform, as one operating system
- Moved more than 50 separate customer application tables into CRM
- Configured CRM as a task manager, feedback source and base for client-level analytics
- Defined employee KPIs and trained the team to keep data complete and correct
- Tracked conversion, NPS by customer stage and plan, retention, refund rate, time to market, interviews and applications
Outcome
Customer analytics became visible to both the team and customers. Employees spent less time on manual visualisation, and the company built product analytics for the first time over a 1.5-year period.
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