Over the years we’ve worked in a wide range of industries
Over our 25+ years in business we’ve helped hundreds of clients from multiple industries implement CRMs tuned precisely to their needs. While requirements may vary between industries, we’ve found that members of an industry often have similar specifications. Be it the sales and forecasting process, customer service, marketing needs or integration to industry-specific data sources, we’ve delivered nuanced and relevant CRM systems that have improved business performance.
Check out the list on this page to see the range of industries we’ve worked with.
Over the coming weeks we’ll be adding to our list of industry case studies and lessons learned. If you don’t see your industry listed here there’s a still a good chance we’ve engaged with it. Either way, call us or get in touch via the contact form and we’ll be more than happy to discuss your needs.
CRM for Wholesale
Delivering just-in-time stock management and demand-driven ordering to provide each person in the value chain with exactly what they need to handle the transaction, with little to no need for middle-management supervision.
CRM for Financial Services
You have an idea to deliver a new financial service to the market, and the idea is so novel that there isn’t a solution available. Do you build a bespoke platform from scratch, or do you try to buy something close and integrate? What are your options?
CRM for Building & Construction
How do you ensure that the next team gets what they need early so there isn’t a break in the quality chain? We protect all aspects of the value-chain and run to a quality process, but still provide market agility to gain new business in changing times.
CRM for Nonprofits
As you grow, the number of people focused on programs scales and the need to manage stakeholders, councils, groups, activities and projects expand. Do you solve this with endless spreadsheets and word documents, or is there another way?
Case Studies
Finance
Financial Advisors use CRM for better conversion.
Financial Advisors use CRM for better conversion.The Problem: High customer interest, low conversion.
The Need: A financial advisor and brokerage firm was consistently missing sales targets. Attendance for events and client information evenings was high, and lead indicators suggested a strong appetite for their services. This was not reflected in sales.
How We Helped: We designed a custom reporting system for senior management, running from realtime sales and events data. This showed which advisors were doing well, and where they excelled, as well as where the underperforming advisors were falling short in their sales process.
The Result:The client rejuvenated the sales team, supporting this by a strong onboarding and education processes. At the conclusion of the programme, sales targets were not only met, but exceeded.
Distribution
Health
Manufacturing
