116 Founded in 1970, the Center for Creative Leadership (CCL) is a nonprofit with the mission of advancing the understanding, practice and development of leadership for the benefit of society. Headquartered in Greensboro, North Carolina, the organisation employs over 500 employees across the US, Europe and AsiaPacific regions. CCL offers in-person and on-demand training, assessments and coaching alongside a deep library of leadership resources and research on topics such as hybrid work, women in leadership and psychological safety. With such a global reach and diverse client base, CCL understands the importance of speed and responsiveness in its operations. After going live on Microsoft Dynamics 365, CCL partnered with Sunrise to provide ongoing support and strategic guidance on how to maximise the value of its investment. Sunrise first worked closely with the operational side of the business to strengthen and optimise its use of Dynamics. Over time, as the partnership deepened, CCL’s sales and marketing leaders began working with Sunrise also, seeking ways to use the same tools to improve customer engagement and streamline their day-to-day work. One area that CCL’s marketing team identified as an opportunity for improvement was in manual lead reviews. The organisation’s global presence meant that leads were flowing into Dynamics 365 at all hours of the day. A marketing team member was manually reviewing over 1,000 inbound customer leads each month, a process that consumed more than 10 hours a week. Furthermore, each lead required verification before it could be routed to the appropriate team for follow-up. Not only did this cause delays but it also slowed down sales team’s response times. Sunrise worked with CCL to design and implement a solution that could filter out potential spam leads, eliminating the need for manual reviewing, as well as automated Sunrise Technologies worked with the Center for Creative Leadership to build an intelligent automation solution that is helping the sales team access leads quicker and with more accuracy CASE STUDY: CENTER FOR CREATIVE LEADERSHIP Speed to lead Photo: AdobeStock/KOTO
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