Toptal delivers 250% CRM engagement boost for global beverage company.
A Fortune 500 beverage company turned to Toptal to lead CRM vendor selection and implementation, aiming to modernize systems, streamline procurement, and unlock long-term operational value.
Client
A leading global food and beverage company with a portfolio of iconic brands spanning snacks, drinks, and nutrition products.
Employees
Revenue
Industry
Consumer Packaged GoodsDelivered Services
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Schedule a CallChallenge
The company needed expert support navigating a complex CRM selection and procurement process while facilitating seamless data migration from legacy systems.
Solution
Tailored Vendor Evaluation
Toptal developed a customized RFP aligned with the company’s CRM goals and used a structured scorecard to evaluate vendors against IT and operational requirements.
Seamless Integration Strategy
Toptal created a detailed roadmap for data migration and system configuration, ensuring smooth integration with Microsoft Dynamics, Power Automate, and Power BI.
Outcome
Engagement and Savings
The new CRM delivered a 250% increase in user engagement and is projected to drive substantial cost savings over a five-year period.
Scalable Future Planning
The initiative improved stakeholder alignment and reporting capabilities, laying the groundwork for future innovations including Generative AI adoption.
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Schedule a CallMeet Toptal Talent
Discover talent from the Toptal network with expertise in the capabilities highlighted in this case study.
Dhiren Jani
Product Manager
Previously at
Jenn Sanders
Salesforce CRM Specialist
Previously at
Fernando D'Annunzio
CRM Marketing Specialist
Previously at
Product Manager
India
Member since August 23, 2021
Dhiren has advised CTOs, CXOs, and large teams at large enterprises on digital transformation. His projects included setting up agile processes, innovation programs, creating technical specifications for outsourcing and vendor selection, and portfolio prioritization and budgeting. Dhiren is a product manager and digital consultant with 20+ years of international experience in the USA, Europe, and Asia Pacific. His expertise includes both packaged software as well as custom software development.