• Fragmented Leads and Enquiry Management: Leads were coming from website forms, events, referrals, and cold calling, but were tracked in spreadsheets, emails, and personal notes. This resulted in lead leakage, delayed follow-ups, and no central visibility.
• Lack of Seamless Marketing campaign and Lead management: WhatsApp and email campaigns have been a considerable part of PECMP's marketing campaigns. So PECMP needed a solution that delivers a seamless Marketing campaign and Lead management for effective tracking as the efforts to manage the data was huge.
• No Standard Sales Processes: Each team member followed their own method to track prospects and clients. No uniform pipeline stages, qualification criteria, or reporting structure existed. This made it hard for management to measure performance or forecast business.
• Difficulty Managing Repeat Exhibitors & Key Accounts: Exhibition businesses rely heavily on repeat clients. Without CRM, it was hard to Track the history of past events booked, Identify upsell/cross-sell opportunities and Maintain relationship timelines Customer retention suffered due to lack of structured account management.
• Scalability Challenges: As PECMP expanded into more exhibitions, cities, and industry verticals manual systems could not scale.

PECMP evaluated couple of systems that included Odoo and ZOHO.