AT GLANCE
PLATFORM
Implementation Customization Integration Automation
TECHOSYSTEMS ROLE
Retail solutions provider
A complex multi-service organization serving brands, retailers, distributors and independent pharmacies.
BUSINESS
THE BUSINESS NEED
Turn fragmented customer data into business visibility.
HRG’s homegrown CRM offered limited insight into pipeline, forecasting, marketing impact and customer interactions. A new accounting system also created the need for a platform that could integrate cleanly and adapt to a complex business model.
WHAT TECHOSYSTEMS DID
Built around the business, not around a generic template.
Integrate the business environment
Connect Creatio with the new accounting system and surrounding information flows.
Tailor sales & marketing
Customize sales pipelines and marketing workflows around HRG’s actual processes instead of a one-size-fits-all model.
Forecasting & dashboards
Extend forecasting into product categories and build dashboards that give teams more useful, real-time visibility.
A CRM shaped around how HRG actually sells.
The work moved HRG beyond basic contact management toward a more connected operating view—supporting pipeline visibility, forecasting, marketing attribution, account mapping and reporting across departments.
WHAT TECHOSYSTEMS DID
A more scalable, adaptable auction environment.
SALES
Record growth
The published story reports record sales after the transformation.
FORECASTING
More precise
Custom forecasting supports deeper product-category visibility.
MARKETING
Attributable
Campaign activity can be followed through to closed sales.
REPORTING
Cross-functional
Dashboards and reports support sales, projects and invoicing visibility.
