“From start to finish, CRM Online’s experts have been very attentive. They have really grasped my requirements,
achieved what I wanted and were willing
to work out of the box,” said Steve Daniels of Solution Driven.
Customer Profile
Solution Driven is a fully
independent, specialist company that works primarily in the hospitality
industry, cutting costs for business owners, landlords and large chains. With a
mission to drive down bills and recoup overpayments, Solution Driven’s
expertise is focused on cutting a business’s energy costs, securing utility
bills and business rates rebates. It has an exceptional success rate, with
extensive experience in all of these areas, working with clients of all sizes.
Steve
Daniels of Solution Driven (pictured below) found CRM
Online via the Internet and was seeking
a bespoke solution to meet the needs of his two-year-old business based at
West Mersea, Colchester.
The Challenge
Solution
Driven collates a lot of information connected to cutting energy and utility
bills and gaining rebates for its clients and needed a web-based system to
store it.
Steve said: “Collating information is the backbone of
the company so the system is critical.
We are dealing in rebates so information comes in and goes out. We are in the
middle, so having a good CRM system was vital.”
The Solution
Focusing
on the high volume of information it dealt with, Solution Driven’s prime aim
was to find a CRM system that would be bespoke, have functionality and be
within budget.
Solution
Driven wanted to record all of the details about its clients and contracts on
one system, which was easy to use and had a reminder facility.
Steve
said: “I wanted someone to tailor their
solution to my requirements. I wanted a
CRM solution that meant I have all
of my clients’ information and contracts in one place and that I could easily access. I also wanted a system
that sends me reminders.”
Despite
strong competition, CRM Online was
awarded the contract. Steve said: “I
had a CRM system made prior to this one, but it never worked properly and I
spent so much time and effort on it. I saw several systems and several firms,
but CRM Online stood out because of their bespoke services and they were
willing to tweak their solution for me.”
The Benefits
After
an initial call, one of CRM Online’s experts visited Steve’s office to assess his requirements and recommend a
solution that would best meet his needs. The CRM solution was installed over four to six weeks, during which
time the system was tweaked and any teething problems were smoothed out.
Steve said: “CRM Online grasped my requirements straight
away and then changed the system according to my needs. It has helped me
improve my business processes.”
Solution Driven has found their
CRM system has:
- · Improved business processes and productivity
- · Given Better control of the business
- · Everything is in one place so things are easier to find
- · Created a paper free environment
- · Data backed-up off site with better security
- · Reminders that will pop up on the system
- · Enriched data collection
- · Data entered once and then it is available to all for future use
- · Saved time and money
- · Better tracking of his clients and new opportunities
- · A great CRM Online helpline
Steve said: “From start to finish
CRM Online’s experts have been very
attentive. They have really grasped
my requirements and achieved what I
wanted. They were willing to work
out of the box.
“A lot of companies try to fit
you into their system but these guys looked
at my business and tailored something especially for me. Once they had
installed the system, there were just a few tweaks needed and they changed it so that it now works
according to my needs.”
Steve added: “I am very happy with my new system. I like the fact that everything
is in one place. It is bringing everything under one umbrella. It is making my
business processes much easier and hopefully it will increase our business.
“I
would highly recommend CRM Online. From the initial point of contact to the
production, they have been very
attentive. They have been very good from start to finish.”
The Future
Steve
has been so impressed with CRM Online
and his new technology that he is already
planning Phase Two when he will call CRM
Online back to extend his solution.
Conclusion
Peter Sidhu, MD for CRM Online said: “We are delighted that Steve has discovered
that CRM Online has done all that we say we will do for our clients. We have
installed a system and adjusted it to meet Solution Driven’s needs and to help
it to work smarter, and not
harder.”
“We are an international team of
CRM and Business Performance experts who deliver transformational solutions to
companies who are as passionate about fast and profitable business growth as we
are”
Solution
Driven can be contacted at:
Calbron House
Rushmere Close
West Mersea
Colchester
Essex
CO5 8QQ
T: +44(0)1206 385641
M: +44 (0)7730 50 9214
F 0845 00 99 213
CRM Online
Contact details:
CRM Online, Boundary House, Cricketfield
Road, Uxbridge, Middlesex, UB8 1QG
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