Case Study: How Box Factura exceeded its growth goals by over 48% with Capsule CRM
Key results
The challenge
Box Factura, a Mexico-based electronic invoice management provider with hundreds of customers, struggled to track client communications across paper and disparate systems. Its three-to-four-month sales process was split across multiple people, Excel, and other tools, which slowed deals and made revenue hard to forecast.
The solution
Capsule CRM centralized client communications and the sales pipeline, using tasks and reminders to keep follow-ups and contracts on track and give an at-a-glance view of account status.
“Before we started working with Capsule, it was very challenging to track all of our client communications. We couldn't understand, at a glance, what the status of their account was.”
RSRafael SotoCEO, Box Factura
The results, in context
After adopting Capsule, Box Factura exceeded its growth goals by over 48%, while gaining clearer visibility into account status and a more predictable sales process.