What Digitalization Really Achieves – Case Studies from SME Practice

Promises are cheap. Proof is rare. At Helda Solutions, the results speak for themselves: In our case studies, we transparently show the initial situation, the measures implemented – and the measurable results achieved. No marketing speak. Just facts from real SME projects in Switzerland.
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Case Study 1: Sports Retail – Rental Automation & After-Sales

Initial situation

Established German-speaking Swiss sports retailer with strong seasonal business. Rental processes were manual, customer data fragmented, no structured after-sales. Missed potential after each season.

Measures

Marketing & Sales Diagnosis → Rental Management System with Digital Customer Data Acquisition → Automated Post-Rental Follow-up Sequences → Seasonal Email Campaigns → Simple Loyalty Program. Platform: HighLevel.

Result

Measurable increase in repeat purchase rate among rental customers within one season. After-sales conversion significantly above the industry average. The team operates the system independently today.

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Case Study 2: FinTech Company — Lead System & CRM

Initial Situation

Growing FinTech SME with a strong B2B offering, but no structured sales process. Leads came in and got lost in day-to-day operations. No CRM structure, no defined pipeline stages, long sales cycles.

Measures

Marketing & Sales Diagnosis → CRM Implementation with Clearly Defined Pipeline Stages → Automated Email Sequences After Initial Contact → Lead Scoring for Sales Prioritization → Weekly Pipeline Dashboard. Platform: HighLevel.

Result

Significantly shorter sales cycles. Almost no more leads lost due to lack of follow-up. The sales team now works with clear structure and measurable performance.

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Case Study 3: D2C Brand — Shop, Funnel & Customer Loyalty

Initial situation

Swiss product brand with a proven offering, but no direct online sales. Sales exclusively through retailers. No customer data, no brand sovereignty, narrow dealer margins.

Measures

D2C Strategy → Shopify Setup with Professional Shop Design → Google Ads + Meta Ads for Qualified Traffic → Multi-stage Email Automation (Welcome, Cart Abandonment, Post-Purchase, Re-engagement). Platform: Shopify + HighLevel.

Result

Within the first three months after launch: initial independent D2C revenues. Email automation significantly increased repeat purchase rate. Full data control and direct customer access.

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Why case studies are more honest than promises

Structured like our projects

Each case study follows the same structure as our projects: Initial situation → Marketing & Sales Diagnosis → Measures → Results. No gloss, no spin – just what really happened.

Different industries, same principle

Sporting goods retail, FinTech, D2C brand: three fundamentally different starting points – and in all three cases, consistent digitalization has led to measurable growth. The principle is transferable.

Similar challenge? Contact us.

If you recognize your company in one of our case studies – or if you're wondering what might be possible in your case: The initial consultation will give you the answer. Free of charge, no obligation, direct.

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