HAS REINFORCED SALES AND
MARKETING EFFORTS WITH
BluePrint Automation (BPA) is a world leader in end-of-line packaging automation. The company designs, develops, and manufactures packaging solutions for flexible and other tough-to-handle packages. Backed by thousands of successful installations in over 60 countries, BPA has three full-service manufacturing facilities in the USA and Europe, an additional facility in China, and ten sales and service subsidiaries worldwide.
BPA has gained a reputation for being an innovator. The constantly evolving customer needs encourage the company to be on a continuous improvement journey and develop more advanced technologies that exceed expectations. BPA sales and engineering teams work closely with their customers to develop the optimal solution for their specific packaging needs, ensuring maximum line productivity.
flexibility and partnership
Thousands of companies in
60+ countries use
Manufacturing facilities in the
Evolving Need for Digitalization
Aiming to reduce human error and optimize customer communication, BPA decided to adopt a CRM solution. The company was searching for a system that would help them streamline customer communication and automate all the stages of the buyer’s journey from the initial interest to the closed-won.
One of the essential requirements was staying self-sufficient in the system navigation. The new technology BPA sought was to be configurable and easy to use for a non-technical employee. After thorough research, BPA chose Creatio’s platform for workflow automation and CRM. The no-code technology allowed company employees to make process changes eliminating the need to hire developers.
Becoming a Data-Driven
The system was implemented with the help of Creatio’s partner Techosystem, who ensured a smooth transition and quick adaptation of the BPA team to the new work environment. Platform flexibility allowed BPA employees to start configuring the processes and building dashboards independently shortly after the implementation. “It was impressive to see how quickly we could adopt the system and implement the desired workflows. The system works exactly the way we want it to work,” says Scott Williams, Regional Sales Manager at BPA.
Creatio platform has become a digital hub for BPA sales and marketing teams. Now customer data and every interaction are logged in the system and easy to track. A holistic customer view enabled intelligent audience segmentation for personalized marketing campaigns resulting in streamlined lead generation. Automated sales workflows outlined each step for sales reps as they progressed through the sales funnel, starting from the lead assignment, ultimately leading to opportunity conversion. The centralized solution significantly contributed to the marketing and sales alignment bringing on a successful lead hand-off process.
Data efficiency was one of the key project goals, as such, Techosystem ensured the BPA team could download the required analytics and act on them. Customized dashboards have been developed to provide an instant overview of the sales team’s daily progress and marketing campaign results. The dashboards help the team identify what they need to improve to reach the target.
Additionally, one of the dashboards was created to visualize the quote management process. When the opportunity moves to a particular stage, the sales rep requests a quote. Such an opportunity automatically appears on the Quote Board to provide visibility on the type of quote required, the person working on quote generation, and the timeframe for completion. The dashboards eliminated the time needed to put together on-demand reports while providing managers with full visibility of team performance.
Future Milestones on the Digital Transformation Journey
Techosystems specializes in bringing people, processes, and technology together to streamline and improve business results. With 15+ years of CRM experience and 20+ years of integration and automation experience, Techosystems has implemented over 100 system implementations of all shapes and sizes. The company uses its experience to provide best practices to ensure customer success.