CPI Card Group Standardizes Sales and Forecasting Processes with CRM

CPI Card Group has been a world leader in plastic card manufacturing for more than 30 years, and it is the largest card manufacturer in the United States. It offers businesses a single-source for plastic cards and related services—from foil cards and holograms to translucent and smart cards. The organization manufactures consumer credit cards, loyalty cards, gift cards, membership cards, gaming cards, hotel key cards, access cards, identification cards, contactless payment cards, and more. Its services include full-scale card design, printing, thermal graphics, and personalization, as well as card affixing, fulfillment, and distribution. 

In recent years, CPI acquired several companies across the United States, Canada, and the United Kingdom. Each organization ran its sales operations differently. To effectively manage sales activities across the growing organization and improve forecasting and marketing effectiveness, CPI wanted to standardize and centralize sales processes and tracking across the enterprise.

The company implemented Oracle CRM On Demand to provide a unified sales management solution for the enterprise and its various groups. Today, CPI effectively tracks and manages more than 200 pending business opportunities to better predict sales, plan for ongoing growth, and optimize profitability.