Digital strategy and sales platform migration to

drive growth

PE-backed builders merchant group

PE-backed builders merchant group

Digital strategy and sales platform migration to

drive growth

Panamoure was asked by a PE fund to provide support for the migration of a portfolio company’s key sales platform. The business had never performed a large and complex digital platform migration before and was struggling to develop a plan of action or to provide adequate resources. The PE fund also recognised that the wider business lacked the professional sales, marketing and IT skills

What were the challenges?

  • Low level of knowledge of the existing platform. There was no documentation relating to the configuration for the old platform
  • The eCommerce elements of the platform had not been configured correctly so there was a “start from scratch” vs timeline risk
  • The solution was already manufacturer end-of-life technology
  • Lack of understanding of the “customer journey” on the platform
  • All SEO work was carried out externally to the business
  • Broader IT support within the organisation was non-existent
  • Low eCommerce skills within the team which demanded more support from Panamoure for future eMarketing campaigns
  • None of the team members had previously used a CRM system

So, what did we do?

  • Developed a roadmap from the old platform to a successful implementation of the recommended replacement
  • Introduced new CRM system as part of client’s new business process
  • Reviewed and redesigned the application and technology stack
  • Mapped out a new business process for the ongoing management of the new platform with new roles and responsibilities for the team
  • Trained the team in eMarketing & sales effectiveness
  • Combined and reskilled the traditional Customer Support team as part of the Sales team
  • Managed the third-party suppliers across India and the UK
  • Assisted the organisation in developing the digital marketing plan
  • Changed the culture of the business to an “internet business” mindset and less of a “builders trading” mindset

The PE fund tripled their original 5-year revenue target.


“Panamoure have helped a number of our portfolio businesses better understand and use eCommerce technologies, CRM systems and have developed quality applications to the benefit of those businesses. They have become one of our trusted partners.” – Chief Portfolio Officer

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