Dantes

Client description

Dantes is a consulting firm specialized in organizational strategy, corporate culture development, and change management. It supports executives and teams through consulting engagements, workshops, seminars, and large-scale bi-annual events.

Industry

Management consulting, strategy, and cultural transformation

Apps used

CRM, Sales, Accounting, Email Marketing, Events

Objective

To clarify the customer journey, separate sales and accounting workflows, and digitize events and marketing campaigns, while ensuring smooth collaboration with the external accountant.

Challenge

Dantes needed to:

• Clearly structure the steps from lead generation to invoicing and payment

• Reduce manual administrative work

• Improve collaboration with its external accounting firm

• Manage bi-annual events and marketing campaigns online

  
  

Solution

1. Customer journey structuring

2. • Custom CRM pipeline to manage lead → offer → signature

   • Separate workflows for commercial validation and financial execution

   • Automated quote generation and customer follow-up

3. Smooth accounting integration

4. • Real-time accounting synchronization

   • Secure access for the accounting firm

   • Fiscal compliance with minimal manual intervention

5. Event and marketing digitalization

6. • Event module used for online registration and follow-up

   • Automated email marketing for targeted campaigns

   • Improved visibility and efficiency for event management

Results

• Clear and end-to-end customer journey tracking

• Significant administrative time savings

• Well-defined split between sales and accounting responsibilities

• 100% digitalized events and marketing campaigns

• Simplified collaboration with the accountant, ensuring reliable compliance