Offshore CRM Support for a Corporate Health & Workplace Wellbeing Customer

Soluzione supported 3cubed with backend CRM assistance for a customer managing corporate health programs, client relationships, inquiries, and service follow-ups.

CRM Support | Prospect Management | Workflow Support | Reporting | Data Management

About Project

3cubed required offshore CRM support for one of its customers operating in the corporate health and workplace wellbeing sector. Because the customer served organizations across different locations and service needs, their CRM process had to support more than simple contact storage. It needed to help track prospects, manage organization-level relationships, capture service interests, support follow-ups, and give internal teams better visibility into customer engagement.

Industry:IT / CRM Consulting
Location:Australia
Services:Offshore CRM Support, CRM Configuration, Prospect Management Support, Workflow Support, Reporting Support, Data Management Assistance
Technologies:CRM Platform Support, GoldMine / Microsoft CRM Ecosystem, Workflow Configuration, Reporting, Data Management

About Client

3cubed is an Australia-based CRM consulting and implementation company specializing in marketing, lead generation, prospect management, and customer service through CRM technology. The company works with customer relationship solutions such as Microsoft Dynamics and GoldMine, and has been deploying CRM solutions for businesses across Australia and New Zealand since 2003.

For this engagement, 3cubed needed dependable offshore support for a customer in the corporate health and workplace wellbeing space. Soluzione’s role was to provide technical assistance in the background so CRM updates, process improvements, and reporting needs could be handled without increasing pressure on 3cubed’s internal delivery team.

Key Challenges

Relationship-Driven Service Model:
The end customer worked with organisations, leadership teams, employees, and program stakeholders, which required structured relationship and contact management.
Different Service Inquiry Types:
Inquiries could relate to executive health, workplace wellbeing programs, team health assessments, virtual health support, or specialized services.
Need for Better Prospect Visibility:
Prospects and business inquiries need to be tracked clearly from first contact to follow-up, qualification, and service discussion.
Customer Information Management:
The CRM had to support organization details, contact records, service interests, communication history, and next actions in a more organized way.
Manual Follow-Up Risk:
Without clear activity tracking and workflow support, follow-ups could become dependent on individual users instead of a structured CRM process.
Reporting and Review Needs:
The customer needed better visibility into inquiries, customer activity, follow-up status, and service demand.
Partner-Led Delivery:
Since Soluzione was supporting 3cubed in the background, the work required flexibility, confidentiality, and alignment with 3cubed’s delivery standards.

Impact Delivered by Offshore CRM Support

Soluzione helped 3cubed support the customer’s CRM requirements by contributing to backend configuration, workflow assistance, reporting support, and data structuring. The work was focused on making the CRM more useful for service tracking, prospect management, and customer engagement.

CRM Configuration Support
Soluzione supported CRM configuration to help organize customer records, organization details, contact information, service interests, and activity history.
Prospect Management Support
The CRM process was implemented to better track business inquiries, customer conversations, and follow-up stages.
Service Category Structuring
Customer requirements across different corporate health and workplace wellbeing services could be captured and managed in a more structured way.
Workflow and Activity Support
Workflow support helped improve task management, reminders, follow-up actions, and consistency across customer engagement activities.
Data Management Assistance
Soluzione helped support cleaner data organization so teams could access customer and prospect information more easily.
Reporting Support
Reporting assistance helped improve visibility into inquiry status, customer activity, follow-ups, and service demand.
Offshore Delivery Collaboration
Soluzione worked as an offshore extension of 3cubed’s delivery capability, supporting technical execution while 3cubed maintained ownership of the customer relationship.

Key Outcomes

3cubed gained dependable offshore CRM support for a customer in the corporate health and workplace wellbeing sector.
The customer’s CRM process received stronger support for managing inquiries, organizations, contacts, service interests, and follow-up activities.
Prospect tracking became more structured, helping reduce the risk of missed follow-ups or scattered customer information.
CRM configuration supported better organization of service categories and customer engagement history.
Workflow and activity support improved process consistency across customer communication and internal follow-ups.
Reporting support helped create better visibility into inquiry status, customer activity, and service demand.
Soluzione helped 3cubed manage backend CRM requirements without adding delivery pressure to its internal team.
The engagement supported a partner-led delivery model where Soluzione worked behind the scenes while 3cubed continued to manage the client-facing relationship.

Key Takeaways

This case study reflects how Soluzione can support CRM consulting partners when their customers need practical improvements in prospect management, service tracking, workflow support, and reporting.

For a customer operating in corporate health and workplace wellbeing, CRM value depends on how well teams can manage relationships, inquiries, service interests, follow-ups, and customer communication. Soluzione supported the backend CRM work required to make these processes easier to manage and review.

The engagement also shows how offshore CRM support can help partners like 3cubed maintain delivery flexibility. Soluzione contributed technical support in the background while staying aligned with 3cubed’s process, customer ownership, and delivery expectations.

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