Skip to main content
Abstract key visual on the subject of finance
Back to all Case Studies

Case Study · Finance

Customer communication restructured and lastingly improved

A home-entertainment sales company creates clear responsibilities, speeds up handling and relieves sales.

Industry
Consumer electronics distribution
Client
Sales company in the home-entertainment sector

Share this Case Study

The situation

For every enquiry, customers had only one central contact in sales. Unclear internal responsibilities caused losses in coordination, quality and time; recurring problems were not resolved lastingly.

Our approach

We established a Finance Single Point of Contact, clear responsibilities and structured escalation paths. Recurring causes were analysed and eliminated through new, in some cases automated, processes. A digital platform made workflows transparent; the finance team took on clarification and escalation.

The result

Higher customer satisfaction

Clear contacts and faster responses improve the service.

More efficient communication

Defined responsibilities shorten coordination paths.

Sales relieved

The sales team gains focus for customer relationships and core tasks.

How we implemented the case

  1. 01

    Record the process

    Analyse communication paths, roles and customer enquiries.

  2. 02

    Create the role model

    Define the Finance Single Point of Contact and the responsibilities.

  3. 03

    Optimise the processes

    Redesign the communication and escalation processes.

  4. 04

    Improve continuously

    Evaluate recurring requests and eliminate the causes.

Facing a similar challenge?

Let us discuss how we can support your organisation. Learn more about our Managed Financial Services.

Contact us

Your personal contact

Matthias Schulz

Matthias Schulz

Director Sales

Get in touch by email