Case Studies

10 03, 2015

Direct Selling Case Study – Thermomix Consultant

By |March 10th, 2015|Case Studies, CRM|

The Brief The business owner was keeping client information, sales and notes on an excel spreadsheet but found this clunky and inefficient. She needed to keep a much more detailed account of what was going on with each customer and being a busy mum of two, wanted automated reminders for follow-up tasks and lead nurture [...]

9 03, 2015

Limousine Hire CRM Case Study

By |March 9th, 2015|Case Studies, CRM|

The Brief Sales team was wasting time with an outdated system and there was little information sharing or internal communication. There was significant re-entry of data occurring as the systems being used didn’t integrate. The business owner didn’t feel he had visibility over the activities of his sales team and given the highly competitive nature [...]

8 03, 2015

Commercial and industrial washer equipment company Case Study

By |March 8th, 2015|Case Studies, CRM|

The Brief Company was using outdated non-cloud based technology that no longer integrated with legacy systems. The Australian and New Zealand sales team couldn’t access CRM on the road and weren’t using customer information to its full advantage. Management had limited visibility over sales activity, customer communication and sales pipeline reporting. The Solution Cloud based [...]

6 02, 2015
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How to Manage Cashflow while Growing your Business

By |February 6th, 2015|Blog, Business Start-Up, Business Strategy, Case Studies, Uncategorized|

Cashflow is a problem for many growing businesses. You may be willing and able to take the next step in your business, but 30 day terms, or clients who pay late means there is a shortfall between outgoings, such a wages and operational costs, and the additional income that landing that big job will provide. [...]