The Challenge

The Transformation

At ZaV, we designed and executed a comprehensive migration strategy focused on maximizing the value of the new CRM while minimizing associated costs and avoiding any disruption to operations. Time was a key factor, with a deadline approaching that would trigger additional costs under the old platform.
Our plan included:

• A three-week setup and development phase, tailored to create an efficient CRM environment aligned with Coninsa’s operations.

• A two-week QA process, ensuring accurate data migration, error-free automation, and system reliability from day one.

• Thorough mapping of key processes, which allowed us to customize workflows and ensure uninterrupted functionality.

• Continuous refinements during the testing period, enhancing usability, boosting internal adoption, and improving the customer-facing experience.

The Results

The migration was smooth and seamless—no service interruptions, no downtime. Among the key wins:

• 38% cost savings by moving from one CRM to another.

• Lower licensing and upgrade costs, enabling more strategic allocation of tech resources.

• Greater control and customization, allowing Coninsa to tailor the CRM to its exact needs.

• Improved integration across sales and communication processes, resulting in faster, more efficient operations.

Conclusion

Coninsa’s migration to a new CRM not only solved a critical technological challenge but also led to substantial improvements in cost efficiency, operational effectiveness, and autonomy. Through a carefully planned strategy led by ZaV, the transition was executed smoothly, without disruptions, and with a clear focus on process and resource optimization. As a result, the company achieved a 38% cost reduction and established a stronger, more scalable foundation for commercial operations.

ZaV provides a flexible platform designed to minimize growth barriers, ensuring that every peso invested in technology delivers measurable value and contributes directly to the company’s strategic goals.