The Client The company is a growth-stage SaaS business that used multiple disconnected platforms for sales and marketing. They needed a single platform and partner to help with migration and improvement. Challenges Faced Ambit’s Solution Ambit moved both systems to HubSpot, streamlining marketing and sales processes. Results Achieved Conclusion Ambit’s HubSpot implementation helped the company…
The Client The company needed a centralized CRM to unify sales and service processes across its Middle East dealerships. Their teams did not have a shared view of customer interactions, which affected coordination, visibility, and efficiency. Challenges Faced Ambit’s Solution Ambit implemented InforCRM to link sales and service processes. Results Achieved Conclusion Ambit’s implementation of…
The Client The company is a Swiss-based reg-tech firm that provides cross-border compliance solutions to private banks and asset managers. As they expanded their client base globally, they needed a sales platform that supported consultative selling and regulatory workflows. Challenges Faced Ambit’s Solution Ambit implemented Dynamics 365 Sales, tailored for regulated selling workflows. Results Achieved…
The Client The company provides renewable energy solutions worldwide, focusing on wind energy. As their supplier network grew, their manual processes for onboarding vendors and approving payments created delays and compliance issues. Challenges Faced Ambit’s Solution Ambit created a .NET web platform to manage the vendor lifecycle and approval workflows. Results Achieved Conclusion Ambit’s customized…
The Client The bank, part of a multinational banking corporation, wanted to improve its customer engagement in both retail and corporate areas. Different systems and processes slowed down sales, service speed, and teamwork. Challenges Faced Ambit’s Solution Ambit set up nexaFIN CRM to centralize and standardize sales and service operations. Results Achieved Conclusion nexaFIN provided the…
The Client The company is a global leader in manufacturing and distributing conveyor belts. To strengthen relationships with dealers and end customers, they wanted to create a single platform for ordering, service requests, and accessing product data. This was integrated into their SAP and CRM systems. Challenges Faced Ambit’s Solution Results Achieved Conclusion Ambit’s partner…
The Client The company is a US-based EHR and healthcare SaaS provider that offers solutions to clinics and medical practices. Their support operations were fragmented across teams, and customers had limited access to tickets and updates. Challenges Faced Ambit’s Solution Ambit revamped the support system by implementing an on-premise portal and SugarCRM-based service workflows. Results…
The Client The company leads in HVAC equipment manufacturing and commercial service management across the globe. They manage thousands of customer installations and service contracts. They needed a centralized digital system to replace spreadsheets and manual follow-ups. Challenges Faced Ambit’s Solution Ambit created a custom .NET-based system on the InforCRM platform to manage customers, equipment,…
The Client The company is a leader in energy and environmental engineering solutions. They faced significant reporting challenges in their vendor and procurement data systems. To improve decision-making, they needed an intelligent, unified BI solution. Challenges Faced Ambit’s Solution Ambit developed a centralized .NET BI platform tailored to client’s operations and procurement structure. Results Achieved…
The Client The bank is a leading financial institution in the Middle East. In need of a unified service CRM to improve customer handling across branches, call centers, and digital channels, the legacy systems offered little visibility and standardization. Challenges Faced Ambit’s Solution Ambit deployed nexaFIN Service CRM, integrated with Microsoft Power BI, to centralize…