Techni+Contact's Transition from Membrain to Pipedrive CRM Without Disrupting Operations
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COMPANY NAME
Techni+Contact
INDUSTRY
CRM for Manufacturing & Process Automation
SOLUTIONS
Challenge
Techni+Contact managed its sales in Membrain, a CRM built around a highly structured sales methodology. For the team, the tool was too heavy and too complex for day-to-day use. The result: it went unused.
Without a CRM in use, sales activity wasn't visible anywhere in a shared way. Reps had no overview of their follow-ups, and the president, who also leads sales, couldn't track the pipeline without chasing information from each person.
For a company that sells across Canada, where every sale draws on technical expertise, Techni+Contact needed a tool the team would actually adopt, without putting the data accumulated in Membrain at risk or disrupting operations during the transition.
Solution
Phase 1, Workflow Analysis: We took the time to understand how the team actually sells, from first contact with a partner through follow-up, so the CRM would only hold what's useful.
Phase 2, Custom Pipedrive Configuration: We built the pipelines, fields, and views around Techni+Contact's needs rather than delivering a generic setup. The goal: a tool that's simple to use from day one.
Phase 3, Data Migration: We standardized, imported, and validated the data from Membrain without interrupting the team's operations.
Phase 4, Training and Support: We trained the team using examples drawn from their own work, then stayed available throughout the transition to answer questions. We did optimizations after the first month of use to ensure every need is covered.
Stack: Pipedrive (CRM)
Results
Zero disruption to operations. The data migration from Membrain to Pipedrive happened without interrupting the team's work.
On time and on budget. The project met the schedule and budget set at the outset.
100% adoption - 6 active users out of 6 licenses. Where Membrain went unused, the team now logs its sales activity in a shared tool the president relies on to track the pipeline.
Conclusion
Techni+Contact now has a CRM its team uses, with its entire customer history in one place. Reps know what to do next, and the president can see where every opportunity stands without chasing information. The company has a solid foundation to support its growth across Canada.
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