Mascot Media
First CRM for a Solo-Business
Industry
Professional Services
Salesforce Products
Sales Cloud
FREE Edition
Project Turnaround
1 Week
The Challenge
Ivan (founder of Mascot Media), like many small business owners was running his business from a spreadsheet. This was fine day-to-day but Ivan saw that there was more he could do to drive his business forward as he was:
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Not able to identify opportunities to re-sell/up-sell existing customers
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Not able to report on his data to understand his customers more
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Not able to build a lead base to market to.
All very common blockers business owners come across and we found a way to get him started on his CRM journey with Salesforce
Our Approach
Agile, Collaborative, Transparent
Step 1: Discovery During an in-person session, we assessed Mascot Media's current tech stack and processes. We quickly identified the issues itemised above. Step 2: Solution Design Once we knew what problems we needed to solve, identifying a solution became easy. All Mascot Media needs is a simple CRM solution, somewhere to: > Upload all his data > Store and manage Leads through a sales process > Nurture the 'not right now' conversations > Report on his activity and customer data > use data to create informed strategies for the future.
The Solution
Iterative development with the client at the centre
Leverage Salesforce's FREE CRM. Salesforce recently released a FREE version of Sales Cloud, where with minimal configuration, Mascot Media can upload their data and start taking strategic action to grow the business. What did we do..? > Create Custom Fields to store all the important information about their customers > Update the Salesforce sales process to match their own > Import their data from CSV files > Create Custom Reports to surface key metrics for the owner > Train Ivan (Owner) on how to use his new CRM
Looking Ahead
Built to grow
Our collaboration with Mascot Media doesn’t end here. The next phase includes: 🔁 Automation – Reducing manual admin and improving response times 📊 Enhanced Reporting – Delivering insights to support strategic decision-making
The Impact
Ivan now has a Salesforce setup to hold his data, allow him to create and action tasks, be proactive not reactive and make informed business decisions
What This Shows About Us
We don't believe in one-size-fits-all CRM setups. At Guided Sky, we work side-by-side with clients to build solutions that fit how they work... today and tomorrow. Our flexible, transparent style ensures your business stays in the driver’s seat while we do the heavy lifting.
