Paromed increased its annual accumulated amount from R$1 million to R$15 million
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The challenges before Ploomes CRM
Paromed, a company in the market for over 34 years and a reference in the occupational safety and health advisory sector, faced a challenge common to many B2B businesses: a decentralized commercial operation, with manual processes and little visibility on sales performance.
Before implementation, Paromed operated with the slowest and most error-prone commercial flow.
Among the main pains were:
- Difficulty keeping up with the sales funnel: the information was scattered across different spreadsheets and notes
- Delay in creating and approving proposals: the manual process limited the volume and agility of negotiations.
- Low visibility of the results: there was a lack of consolidated data for decision-making.
These limitations compromised team productivity and operational efficiency, two essential factors in a competitive market such as healthcare.
“We used two commercial tables. In addition, we did full control of leads and proposals through spreadsheets and notes. The process was very archaic,” said Luiza Kasai, Director of New Business at Paromed.
The solution: centralization and automation with Ploomes CRM
The turnaround came with the implementation of Polomes CRM. Paromed not only accelerated the generation of commercial proposals, which caused the CRM to increase the volume of negotiations by 10x, as it completely transformed the way in which the company manages documents, opportunities, and relationships with clients.
“Our type of business had many peculiarities for generating proposals. So we were looking for a tool that could understand the main points and would bring this functionality of agile and efficient way to make quick decisions”, highlighted Luiza Kasai.
With or Ploomes CRM, Paromed started to have a commercial operation centralized, automated, and integrated.
The tool allowed:
- Automate the generation of commercial proposals, dramatically reducing the time spent on repetitive tasks.
- Standardize documents and processes, ensuring more consistency in communications with customers.
- Monitor the sales funnel in real time, with reports and dashboards that facilitate performance analysis.
- Integrate teams and information, avoiding rework and data loss.
The impact was immediate: more productivity, more speed, and much greater control over each stage of the business process.
Results achieved: more agility and volume of proposals
According to the testimony of the Paromed team, the change was clear:
“The biggest impact was on the volume of proposals. We came out of an accumulated average of R$1.5 million, for an average cumulative amount of R$15 million, this had a huge impact on Paromed's growth,” said Paromed's New Business Director.
In addition, the Ploomes CRM was the ideal partner for Paromed because it offers a platform designed for B2B companies that need to scale business operations with efficiency and control.
“The implementation process was 100% monitored and the Ploomes team helped us to create a CRM culture here within the company,” added Luiza.
Ploomes' solution combines CRM, proposal automation, funnel management, and integrations with other essential tools, all in one place.
How Ploomes' CRM impacted Paromed:
Increase from R$1.5 million to R$15 million in the average cumulative amount of proposals under negotiation;
Automatic generation of personalized proposals;
Complete control of the stages of the sales process;
Greater predictability and data security;
Conclusion: digitizing processes is the path to high performance in B2B sales
Paromed's success story shows that investing in automation and centralization with Ploomes CRM It is an essential step for companies that want increase efficiency, reduce bottlenecks and maximize business results.
Paromed transformed challenges into achievements and today it operates with much greater agility and clarity. All thanks to technology and the right strategy.
