The Deliver Project
Deliver is a global events platform connecting retail and supply chain leaders with innovative technology and solution providers. DELIVER needed a scalable CRM ecosystem to connect its commercial teams, streamline operations and ensure relevant marketing communications reached the right people at the right stage of the customer journey.
01 — The Challenge
Two sales models. One connected CRM.
DELIVER Events, a growing international B2B events business, needed a centralised CRM ecosystem to ensure timely, relevant marketing communications reached the right people at the right stage of the customer journey.
The challenge was accommodating two distinct sales models within one system: one team managed relationships at an individual contact level, while the other operated at an account level. Both needed tailored workflows without compromising data integrity, reporting accuracy or campaign effectiveness.
02 — The Solution
A CRM built around the business.
Led the implementation of Salesforce Sales Cloud and Account Engagement, designing tailored processes to support both commercial teams. Connected five core functions — Sales, Delegates, Marketing, Operations and Finance — while integrating key business tools and migrating existing data.
Developed automated customer journeys, targeted communications and reporting capabilities to help teams engage the right audiences at the right time.
If this sounds familiar to your business, we’d love to hear from you. Whether you’re looking to connect your systems, improve campaign efficiency or get more value from your customer data, Certi CRM can help you find the right approach. Drop us a message to discuss your challenges and discover how we can help turn your CRM into a valuable driver of business growth.
03 — The Impact
Smarter engagement. Measurable savings.
Established a connected CRM ecosystem that supported more efficient campaign delivery, improved data visibility and more informed commercial decision-making.
5 core functions supported by a centralised CRM.
£70,000 in implementation savings through hands-on delivery.
£30,000 in annual savings through technology and operational efficiencies.
Connected systems and automated workflows supporting more timely, relevant customer communications.