Case study: Implementing a CRM for the CTEQ ?
The Centre de transfert d’entreprise du Quebec (CTEQ) offers its services to Quebec entrepreneurs who are selling or taking over a business. Since its founding in 2014, this non-profit organization has supported more than 11,000 entrepreneurs across the province.
It serves as a gathering place for the business transfer community, working closely with political and economic players in each of Quebec’s 17 administrative regions. The organization works tirelessly to offer its users high-quality services, innovative training programs, and useful tools to discover and cultivate new opportunities.
After a period of rapid growth, the CTEQ needed to standardize its processes, systems, data, and users with a CRM solution that could meet its current needs and support future growth.
The CTEQ called on PLANCO to implement a new system without sacrificing the quality of its services during the transition. Thankfully, PLANCO’s digital transformation services met the CTEQ’s needs perfectly.
How to improve crm performance for the CTEQ ?
The CTEQ needed to improve its existing systems to meet new requirements, simplify tasks for its advisors, and ensure the organization was effectively managed.
While the CTEQ has only 20 employees, it covers 17 administrative regions and manages more than 16,000 users. The organization planned to synchronize its CRM with its existing systems by adding nine new modules and standardizing user data.
High-quality data would serve as performance indicators for the project’s success. These objectives all worked toward the CTEQ’s goal of increased operational efficiency.
The CTEQ’s digital transformation would involve:
- Vtiger CRM software